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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
KA
351
KLCM Advisors
Wisconsin
$15.6M -$9.41M -159,364 -38%
KRS
352
Kentucky Retirement Systems
Kentucky
$15.6M -$625K -10,592 -4%
CC
353
Centiva Capital
New York
$15.6M +$14.9M +253,109 +2,760%
VPIM
354
Vanguard Personalized Indexing Management
California
$15.5M +$2.05M +34,766 +15%
BMSSC
355
B. Metzler seel. Sohn & Co
Germany
$15.4M +$293K +4,965 +2%
Focus Partners Wealth
356
Focus Partners Wealth
Massachusetts
$15.4M +$10.5M +177,133 +214%
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$15.4M -$113K -1,911 -0.7%
EGM
358
Engineers Gate Manager
New York
$15.3M +$12.9M +218,050 +555%
MHC
359
Meyer Handelman Company
New York
$15.2M -$8.27K -140 -0.1%
IMPI
360
Ilmarinen Mutual Pension Insurance
Finland
$15.1M
LAM
361
Lountzis Asset Management
Pennsylvania
$15M -$20K -338 -0.1%
MPM
362
MBB Public Markets
Illinois
$15M +$14M +237,958 +1,711%
William Blair & Company
363
William Blair & Company
Illinois
$14.9M -$655K -11,097 -4%
Brown Advisory
364
Brown Advisory
Maryland
$14.9M +$165K +2,798 +1%
Tudor Investment Corp
365
Tudor Investment Corp
Connecticut
$14.9M +$8.63M +146,229 +141%
GAM
366
Griffin Asset Management
New York
$14.8M -$537K -9,104 -4%
LCM
367
Logan Capital Management
Pennsylvania
$14.8M -$261K -4,427 -2%
Pacer Advisors
368
Pacer Advisors
Pennsylvania
$14.7M +$133K +2,255 +0.9%
KOCAA
369
Knights of Columbus Asset Advisors
Connecticut
$14.3M +$2.29M +38,875 +19%
AI
370
Atria Investments
North Carolina
$14.2M -$1.19M -20,210 -8%
Mirae Asset Global Investments
371
Mirae Asset Global Investments
South Korea
$14.1M -$21M -355,334 -58%
MAA
372
Matrix Asset Advisors
New York
$14.1M -$172K -2,919 -1%
Man Group
373
Man Group
United Kingdom
$13.6M +$7.5M +126,980 +125%
PD
374
Point72 (DIFC)
United Arab Emirates
$13.6M +$13.5M +228,843 New
BT
375
Brandywine Trust
Delaware
$13.5M -$209K -3,545 -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.