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Wells Fargo
WFC

2,240 hedge funds and large institutions have $143B invested in Wells Fargo in 2024 Q3 according to their latest regulatory filings, with 166 funds opening new positions, 778 increasing their positions, 927 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 157

0.44% more ownership

Funds ownership: 73.79% → 74.23% (+0.44%)

1% less funds holding

Funds holding: 2,257 → 2,240 (-17)

7% less capital invested

Capital invested by funds: $153B → $143B (-$9.95B)

16% less repeat investments, than reductions

Existing positions increased: 778 | Existing positions reduced: 927

21% less call options, than puts

Call options by funds: $2.94B | Put options by funds: $3.72B

22% less funds holding in top 10

Funds holding in top 10: 77 → 60 (-17)

Holders
2,240
Holders Change
-17
Holders Change %
-0.75%
% of All Funds
32.16%
Holding in Top 10
60
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-22.08%
% of All Funds
0.86%
New
166
Increased
778
Reduced
927
Closed
157
Calls
$2.94B
Puts
$3.72B
Net Calls
-$778M
Net Calls Change
-$380M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.1B
2
JP Morgan Chase
JP Morgan Chase
New York
+$716M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$388M
4
BlackRock
BlackRock
New York
+$321M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$296M

Top Sellers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
-$637M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$538M
3
APG Asset Management
APG Asset Management
Netherlands
-$391M
4
Capital International Investors
Capital International Investors
California
-$382M
5
Dodge & Cox
Dodge & Cox
California
-$301M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1926
Tompkins Financial
New York
$216K – – –
CCA
1927
Cottonwood Capital Advisors
Utah
$216K +$170 +3 +0.1%
TFM
1928
Trademark Financial Management
Minnesota
$215K +$216K +3,813 New
HIIFS
1929
Harel Insurance Investments & Financial Services
Israel
$215K -$53.1K -939 -20%
SXL
1930
Summit X LLC
Missouri
$214K -$279K -4,925 -58%
SP
1931
Stonebrook Private
Michigan
$214K +$214K +3,791 New
IWP
1932
Invenio Wealth Partners
Florida
$214K – – –
HWM
1933
HRC Wealth Management
Idaho
$213K +$735 +13 +0.3%
BC
1934
Brio Consultants
California
$213K – – –
BAM
1935
Blueshift Asset Management
New Jersey
$212K -$9.28K -164 -4%
BL
1936
Balentine LLC
Georgia
$212K – – –
BFWM
1937
Bright Futures Wealth Management
New York
$212K +$183K +3,243 New
HWMO
1938
Heritage Wealth Management (Ohio)
Ohio
$212K – – –
FA
1939
FDx Advisors
Illinois
$210K -$11.8K -209 -5%
TCM
1940
Traynor Capital Management
Pennsylvania
$210K +$210K +3,710 New
ZF
1941
Zhang Financial
Michigan
$209K +$1.64K +29 +0.8%
FCFC
1942
First Citizens Financial Corp
Iowa
$209K -$33.9K -599 -14%
ORAM
1943
One River Asset Management
Connecticut
$209K +$211K +3,736 New
CB
1944
Centennial Bank
Arkansas
$209K -$170 -3 -0.1%
OWA
1945
Outlook Wealth Advisors
Texas
$208K +$2.21K +39 +1%
AF
1946
Affiance Financial
Minnesota
$208K – – –
FMN
1947
Financial Management Network
California
$208K +$3.73K +66 +2%
NCM
1948
Novare Capital Management
North Carolina
$207K +$622 +11 +0.3%
CWA
1949
Centennial Wealth Advisory
Michigan
$207K +$207K +3,659 New
PSP
1950
Principal Street Partners
Tennessee
$207K – – –
76 77
78
79 80

WFC Hedge Fund Activity: Q3 2024 in Review

2,240 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2024, worth a combined $143B — down 6.5% from $153B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new WFC positions and 157 closed out — a net gain of 9 holders — while 778 added to existing stakes and 927 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.1B. The largest seller was DZ Bank, cutting an estimated $637M.

  • 2,240 institutional investors held Wells Fargo (WFC) as of Q3 2024, down from 2,257 in Q2 2024.
  • Funds reported $143B of Wells Fargo stock for Q3 2024, down 6.5% quarter-over-quarter.
  • 166 funds opened new Wells Fargo positions in Q3 2024 and 157 closed out, a net change of +9 holders.
  • The largest Wells Fargo buyer in Q3 2024 was Wellington Management Group, an estimated $1.1B added.
  • The largest Wells Fargo seller in Q3 2024 was DZ Bank, an estimated $637M sold.

Based on aggregated 13F filings for Q3 2024.