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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
MGP
426
Metis Global Partners
California
$9.92M +$548K +9,290 +6%
TRCT
427
Tower Research Capital (TRC)
New York
$9.9M +$1.87M +31,695 +23%
FMI
428
F/M Investments
District of Columbia
$9.87M +$9.81M +166,196 New
BCCM
429
Black Cypress Capital Management
Florida
$9.86M -$1.92M -32,564 -16%
IIM
430
Intact Investment Management
Quebec, Canada
$9.84M -$2.8M -47,450 -22%
UE
431
Unisphere Establishment
Liechtenstein
$9.8M -$2.36M -40,000 -20%
HT
432
Headlands Technologies
Illinois
$9.71M +$9.66M +163,552 New
HCM
433
Hillman Capital Management
Maryland
$9.57M -$1.46M -24,681 -13%
CFG
434
Citizens Financial Group
Rhode Island
$9.52M +$8.3M +140,650 +713%
YIH
435
Y-Intercept (HK)
Hong Kong
$9.44M +$9.38M +158,972 New
EAM
436
Eagle Asset Management
Florida
$9.34M +$329K +5,574 +4%
IC
437
IEQ Capital
California
$9.28M +$1.05M +17,816 +13%
CWA
438
Consilium Wealth Advisory
Texas
$9.24M -$508K -8,605 -5%
WPC
439
Wedmont Private Capital
Pennsylvania
$9.16M +$534K +9,053 +6%
QI
440
QV Investors
Alberta, Canada
$9.07M -$6.53M -110,550 -42%
Bessemer Group
441
Bessemer Group
New Jersey
$9.05M +$44.1K +747 +0.5%
AUB
442
Atlantic Union Bankshares
Virginia
$8.98M +$3.09M +52,299 +53%
CA
443
CSM Advisors
Pennsylvania
$8.97M -$451K -7,645 -5%
Sanders Capital
444
Sanders Capital
Florida
$8.94M -$1.47B -24,896,326 -99%
RC
445
RBF Capital
California
$8.91M
AF
446
Allworth Financial
California
$8.84M +$2.36M +39,930 +37%
Los Angeles Capital Management
447
Los Angeles Capital Management
California
$8.84M -$6.17M -104,518 -41%
ClearBridge Investments
448
ClearBridge Investments
New York
$8.82M -$120M -2,030,656 -93%
GS
449
GTS Securities
New York
$8.78M +$7.37M +124,916 +544%
CIBC Private Wealth Group
450
CIBC Private Wealth Group
Georgia
$8.75M -$1.73M -29,280 -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.