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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
SCM
376
Shelton Capital Management
Colorado
$13.4M -$6.6M -111,835 -33%
DADC
377
D.A. Davidson & Co
Montana
$13.4M -$164K -2,781 -1%
HIMCH
378
Hartford Investment Management Co (HIMCO)
Connecticut
$13.3M -$544K -9,207 -4%
CII
379
Capital International Inc
California
$13.2M -$1.1M -18,577 -8%
TSS
380
Two Sigma Securities
New York
$13.2M +$12.1M +204,540 +1,159%
OAC
381
OMERS Administration Corp
Ontario, Canada
$13.1M +$13.1M +221,343 New
CWM
382
Calamos Wealth Management
Illinois
$13.1M +$251K +4,247 +2%
UCFA
383
United Capital Financial Advisors
Texas
$13M -$4.72M -79,942 -27%
SCM
384
SKBA Capital Management
California
$13M -$283K -4,800 -2%
FCH
385
Freestone Capital Holdings
Washington
$12.9M -$297K -5,028 -2%
Acadian Asset Management
386
Acadian Asset Management
Massachusetts
$12.8M +$7.73M +130,985 +155%
PF
387
Phoenix Financial
Israel
$12.7M -$521K -8,832 -4%
PAG
388
Private Advisor Group
New Jersey
$12.5M -$3.21M -54,297 -21%
HV
389
HST Ventures
Utah
$12.3M +$12.3M +207,927 New
QOP
390
Quinn Opportunity Partners
Virginia
$12.3M
MG
391
Markel Group
Virginia
$12.1M
AIA
392
Allied Investment Advisors
Montana
$12.1M -$175K -2,969 -1%
SAM
393
Securian Asset Management
Minnesota
$11.9M -$679K -11,505 -5%
MI
394
M3F Inc
Utah
$11.9M -$3.54M -60,000 -23%
CA
395
Cornerstone Advisors
North Carolina
$11.9M -$466K -7,900 -4%
CC
396
Carlson Capital
Texas
$11.8M +$11.8M +199,300 New
CIS
397
Connors Investor Services
Pennsylvania
$11.8M -$2.39M -40,491 -17%
LSERS
398
Louisiana State Employees Retirement System
Louisiana
$11.7M -$726K -12,300 -6%
PA
399
Pinnacle Associates
New York
$11.6M -$165K -2,793 -1%
HIP
400
HUB Investment Partners
Texas
$11.5M -$2.23M -37,780 -16%

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.