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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
Legal & General Group
26
Legal & General Group
United Kingdom
$1.06B -$101M -1,718,490 -9%
AllianceBernstein
27
AllianceBernstein
Tennessee
$1.05B -$234M -3,964,480 -18%
Pzena Investment Management
28
Pzena Investment Management
New York
$933M -$84M -1,422,658 -8%
DSA
29
Davis Selected Advisers
Arizona
$912M -$481M -8,153,385 -35%
Goldman Sachs
30
Goldman Sachs
New York
$885M +$32.2M +545,007 +4%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$830M -$139M -2,361,497 -14%
Capital World Investors
32
Capital World Investors
California
$821M -$518M -8,769,961 -39%
Millennium Management
33
Millennium Management
New York
$818M +$647M +10,960,831 +390%
DZ Bank
34
DZ Bank
Germany
$717M -$383M -6,484,281 -35%
Boston Partners
35
Boston Partners
Massachusetts
$704M -$5.15M -87,226 -0.7%
Eagle Capital Management (New York)
36
Eagle Capital Management (New York)
New York
$703M -$524M -8,873,937 -43%
Amundi
37
Amundi
France
$699M +$362M +6,135,472 +114%
Barclays
38
Barclays
United Kingdom
$661M -$164M -2,773,668 -20%
Deutsche Bank
39
Deutsche Bank
Germany
$648M +$69.1M +1,170,768 +12%
Barrow, Hanley, Mewhinney & Strauss
40
Barrow, Hanley, Mewhinney & Strauss
Texas
$578M -$34.8M -589,586 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
41
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$567M +$35.3M +598,312 +7%
UBS Group
42
UBS Group
Switzerland
$512M +$85.2M +1,443,349 +20%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$508M +$21M +355,950 +4%
LSV Asset Management
44
LSV Asset Management
Illinois
$492M -$26.8M -454,450 -5%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$491M -$14.1M -239,497 -3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$487M -$47.1M -798,255 -9%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$467M -$11.5M -195,361 -3%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$457M +$37.3M +631,376 +9%
Lazard Asset Management
49
Lazard Asset Management
New York
$408M -$75.6M -1,279,825 -16%
APG Asset Management
50
APG Asset Management
Netherlands
$391M -$77.5M -1,312,039 -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.