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Wells Fargo

2,256 hedge funds and large institutions have $153B invested in Wells Fargo in 2024 Q2 according to their latest regulatory filings, with 197 funds opening new positions, 791 increasing their positions, 912 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 107

5% more funds holding in top 10

Funds holding in top 10: 7377 (+4)

3% more funds holding

Funds holding: 2,2002,256 (+56)

0.96% less ownership

Funds ownership: 74.75%73.79% (-0.96%)

1% less capital invested

Capital invested by funds: $155B → $153B (-$2.09B)

11% less call options, than puts

Call options by funds: $3.2B | Put options by funds: $3.6B

13% less repeat investments, than reductions

Existing positions increased: 791 | Existing positions reduced: 912

Holders
2,256
Holders Change
+56
Holders Change %
+2.55%
% of All Funds
32.58%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.11%
New
197
Increased
791
Reduced
912
Closed
107
Calls
$3.2B
Puts
$3.6B
Net Calls
-$397M
Net Calls Change
-$47.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
251
Wilsey Asset Management
California
$35.2M -$488K -8,270 -1%
DnB Asset Management
252
DnB Asset Management
Norway
$34.7M +$2.74M +46,405 +9%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$34.5M +$5.12M +86,777 +17%
UIM
254
USS Investment Management
United Kingdom
$34.5M +$726K +12,292 +2%
Osaic Holdings
255
Osaic Holdings
Arizona
$34.3M -$3.29M -55,781 -9%
URS
256
Utah Retirement Systems
Utah
$34.3M -$2.82M -47,800 -8%
CIBC World Market
257
CIBC World Market
Ontario, Canada
$34M -$41.9M -710,303 -55%
MGP
258
M&G plc
United Kingdom
$33.8M -$3.37M -57,051 -9%
First Trust Advisors
259
First Trust Advisors
Illinois
$33.7M -$4.03M -68,237 -11%
GT
260
Glenmede Trust
Pennsylvania
$33.6M +$1.79M +30,302 +6%
Mirae Asset Global ETFs Holdings
261
Mirae Asset Global ETFs Holdings
Hong Kong
$33.6M +$33.4M +565,733 New
CCMIC
262
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$33.5M -$417K -7,060 -1%
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$33.3M -$2.5M -42,380 -7%
FAFTFSNP
264
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$33.2M +$33.1M +559,845 New
AAIM
265
American Assets Investment Management
California
$33M
X
266
Xponance
Pennsylvania
$32.9M -$1.41M -23,918 -4%
YCM
267
Yousif Capital Management
Michigan
$31.9M -$1.99M -33,655 -6%
BCM
268
Basswood Capital Management
New York
$31.4M -$3.71M -62,838 -11%
KAS
269
Kestra Advisory Services
Texas
$30.6M +$21.2M +359,410 +216%
CGH
270
Crossmark Global Holdings
Texas
$30.4M +$79.2K +1,341 +0.3%
Robeco Institutional Asset Management
271
Robeco Institutional Asset Management
Netherlands
$30.3M +$19.3M +326,431 +178%
ONB
272
Old National Bancorp
Indiana
$30.1M -$2.09M -35,340 -7%
TRSOTSOK
273
Teachers Retirement System of the State of Kentucky
Kentucky
$29.2M -$487K -8,254 -2%
Public Employees Retirement Association of Colorado
274
Public Employees Retirement Association of Colorado
Colorado
$29.1M -$1.5M -25,380 -5%
ELC
275
Edgar Lomax Company
Virginia
$28.8M -$506K -8,575 -2%

WFC Hedge Fund Activity: Q2 2024 in Review

2,256 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2024, worth a combined $153B — down 1.3% from $155B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new WFC positions and 107 closed out — a net gain of 90 holders — while 791 added to existing stakes and 912 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $688M. The largest seller was Sanders Capital, cutting an estimated $1.47B.

  • 2,256 institutional investors held Wells Fargo (WFC) as of Q2 2024, up from 2,200 in Q1 2024.
  • Funds reported $153B of Wells Fargo stock for Q2 2024, down 1.3% quarter-over-quarter.
  • 197 funds opened new Wells Fargo positions in Q2 2024 and 107 closed out, a net change of +90 holders.
  • The largest Wells Fargo buyer in Q2 2024 was Wellington Management Group, an estimated $688M added.
  • The largest Wells Fargo seller in Q2 2024 was Sanders Capital, an estimated $1.47B sold.

Based on aggregated 13F filings for Q2 2024.