Wells Fargo
WFC
2,205 hedge funds and large institutions have $155B invested in Wells Fargo in 2024 Q1 according to their latest regulatory filings, with 209 funds opening new positions, 720 increasing their positions, 973 reducing their positions, and 128 closing their positions.
63% more first-time investments, than exits
New positions opened: 209 | Existing positions closed: 128
9% more funds holding in top 10
Funds holding in top 10: 67 → 73 (+6)
2% more funds holding
Funds holding: 2,152 → 2,205 (+53)
0% less ownership
Funds ownership: 74.75% → 74.75% (-0%)
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: 720 | Existing positions reduced: 973
27% less capital inflows, than outflows
Capital inflows: $5.35B | Capital outflows: $7.29B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.16B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$497M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$127M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$123M |
| 5 |
Barclays
London,
United Kingdom
|
+$97.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$624M |
| 2 |
Davis Selected Advisers
Tucson,
Arizona
|
-$306M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$292M |
| 4 |
Amundi
Paris,
France
|
-$282M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$215M |
WFC Hedge Fund Activity: Q1 2024 in Review
2,205 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2024, worth a combined $155B — up 16% from $134B a quarter earlier.
Buyers outnumbered sellers: 209 funds opened new WFC positions and 128 closed out — a net gain of 81 holders — while 720 added to existing stakes and 973 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $2.16B. The largest seller was T. Rowe Price Associates, cutting an estimated $624M.
- 2,205 institutional investors held Wells Fargo (WFC) as of Q1 2024, up from 2,152 in Q4 2023.
- Funds reported $155B of Wells Fargo stock for Q1 2024, up 16% quarter-over-quarter.
- 209 funds opened new Wells Fargo positions in Q1 2024 and 128 closed out, a net change of +81 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 T. Rowe Price Associates, an estimated $624M sold.
Based on aggregated 13F filings for Q1 2024.