We are live on ! Find out more
WFC icon

Wells Fargo
WFC

2,200 hedge funds and large institutions have $155B invested in Wells Fargo in 2024 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 719 increasing their positions, 971 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 129

14% more capital invested

Capital invested by funds: $135B → $155B (+$19.5B)

9% more funds holding in top 10

Funds holding in top 10: 67 → 73 (+6)

2% more funds holding

Funds holding: 2,149 → 2,200 (+51)

0.99% less ownership

Funds ownership: 75.74% → 74.75% (-0.99%)

9% less call options, than puts

Call options by funds: $3.65B | Put options by funds: $4B

26% less repeat investments, than reductions

Existing positions increased: 719 | Existing positions reduced: 971

Holders
2,200
Holders Change
+51
Holders Change %
+2.37%
% of All Funds
31.69%
Holding in Top 10
73
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.96%
% of All Funds
1.05%
New
208
Increased
719
Reduced
971
Closed
129
Calls
$3.65B
Puts
$4B
Net Calls
-$350M
Net Calls Change
+$567M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$497M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$127M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$123M
5
Barclays
Barclays
United Kingdom
+$97.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.11B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$624M
3
DSA
Davis Selected Advisers
Arizona
-$306M
4
Capital International Investors
Capital International Investors
California
-$292M
5
Amundi
Amundi
France
-$282M
Name Holding Trade Value Shares
Change 		Change in
Stake
WE
2276
Wealth Effects
Massachusetts
– -$258K -5,243 Closed
MIA
2277
MMBG Investment Advisors
Florida
– -$257K -5,220 Closed
BHB
2278
Bank Hapoalim BM
Israel
– -$252K -5,115 Closed
AAM
2279
Augustine Asset Management
Florida
– -$250K -5,073 Closed
MI
2280
Motiv8 Investments
Florida
– -$246K -5,005 Closed
ACC
2281
Acorn Creek Capital
Colorado
– -$240K -4,875 Closed
NMG
2282
New Millennium Group
Utah
– -$236K -4,805 Closed
MCCP
2283
Mission Creek Capital Partners
California
– -$233K -4,725 Closed
CFA
2284
Capstone Financial Advisors
Illinois
– -$229K -4,657 Closed
CA
2285
Calton & Associates
Florida
– -$222K -4,519 Closed
GCIA
2286
Gabelli & Co Investment Advisers
New York
– -$218K -4,425 Closed
MS
2287
Madden Securities
Texas
– -$216K -4,380 Closed
CWM
2288
Connecticut Wealth Management
Connecticut
– -$211K -4,283 Closed
AA
2289
Apriem Advisors
California
– -$211K -4,280 Closed
PWH
2290
Priebe Wealth Holdings
Minnesota
– -$209K -4,255 Closed
HC
2291
Hamilton Capital
Ohio
– -$208K -4,225 Closed
RWMG
2292
Redwood Wealth Management Group
New Jersey
– -$208K -4,223 Closed
APIM
2293
Agate Pass Investment Management
Washington
– -$204K -4,150 Closed
LA
2294
LM Advisors
California
– -$199K -4,038 Closed
SFM
2295
Spartan Fund Management
Canada
– -$175K -3,547 Closed
PS
2296
Planned Solutions
California
– -$142K -2,895 Closed
CI
2297
Cordant Inc
Oregon
– -$139K -2,821 Closed
ODG
2298
O'Dell Group
Ohio
– -$134K -2,726 Closed
FBC
2299
Fairfield, Bush & Co
Connecticut
– -$126K -2,556 Closed
QPBE
2300
Quintet Private Bank (Europe)
Luxembourg
– -$115K -2,332 Closed
90 91
92
93 94

WFC Hedge Fund Activity: Q1 2024 in Review

2,200 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2024, worth a combined $155B — up 14% from $135B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new WFC positions and 129 closed out — a net gain of 79 holders — while 719 added to existing stakes and 971 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.16B. The largest seller was Morgan Stanley, cutting an estimated $2.11B.

  • 2,200 institutional investors held Wells Fargo (WFC) as of Q1 2024, up from 2,149 in Q4 2023.
  • Funds reported $155B of Wells Fargo stock for Q1 2024, up 14% quarter-over-quarter.
  • 208 funds opened new Wells Fargo positions in Q1 2024 and 129 closed out, a net change of +79 holders.
  • The largest Wells Fargo buyer in Q1 2024 was Wellington Management Group, an estimated $2.16B added.
  • The largest Wells Fargo seller in Q1 2024 was Morgan Stanley, an estimated $2.11B sold.

Based on aggregated 13F filings for Q1 2024.