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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
GIM
401
Grassi Investment Management
California
$11.5M -$58.8K -996 -0.5%
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$11.5M -$620K -10,498 -5%
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$11.4M -$84.2K -1,427 -0.7%
PP
404
Paloma Partners
Connecticut
$11.4M +$8.66M +146,650 +321%
OAM
405
Oppenheimer Asset Management
New York
$11.3M -$4.44M -75,185 -28%
PE
406
Point72 Europe
United Kingdom
$11.2M +$11.2M +189,300 New
EGA
407
Eagle Global Advisors
Texas
$11.2M +$15.8K +268 +0.1%
QCM
408
Quantinno Capital Management
New York
$11M +$563K +9,531 +5%
VW
409
Veridan Wealth
Oregon
$11M +$8.09M +137,065 New
NMERB
410
New Mexico Educational Retirement Board
New Mexico
$10.9M
MAM
411
Mark Asset Management
New York
$10.7M +$4.76M +80,697 +81%
EWA
412
EP Wealth Advisors
California
$10.6M +$3.02M +51,234 +40%
FHB
413
First Hawaiian Bank
Hawaii
$10.6M -$1.84M -31,117 -15%
AAS
414
Avantax Advisory Services
Texas
$10.5M +$3.41M +57,807 +48%
AAA
415
Adams Asset Advisors
Texas
$10.5M -$265K -4,485 -2%
BCM
416
BTC Capital Management
Iowa
$10.4M -$197K -3,333 -2%
ECM
417
Element Capital Management
New York
$10.4M +$10.3M +174,496 New
PL
418
Parkwood LLC
Ohio
$10.2M +$1.67M +28,275 +20%
PAS
419
Point72 Asia (Singapore)
Singapore
$10.2M +$10.1M +171,534 New
TCM
420
Teza Capital Management
Illinois
$10.2M +$8.29M +140,477 +453%
NAM
421
NorthCrest Asset Manangement
Minnesota
$10.2M +$158K +2,669 +2%
HCM
422
Hilton Capital Management
New York
$10.1M +$220K +3,726 +2%
VIG
423
Vienna Insurance Group
Poland
$10.1M
CMTU
424
Capital Markets Trading (UK)
United Kingdom
$9.99M +$418K +7,076 +4%
BF
425
BOK Financial
Oklahoma
$9.95M +$786K +13,313 +9%

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.