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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
HCMT
476
Highland Capital Management (Tennessee)
Tennessee
$8.14M -$604K -10,233 -7%
NIM
477
NEOS Investment Management
Connecticut
$8.07M +$2.59M +43,824 +48%
Jones Financial Companies
478
Jones Financial Companies
Missouri
$7.92M +$6.08M +102,931 +338%
TI
479
Tidal Investments
Wisconsin
$7.89M +$2.65M +44,804 +51%
TCM
480
Tufton Capital Management
Maryland
$7.78M -$57.4K -972 -0.7%
ECM
481
Estabrook Capital Management
New York
$7.77M -$204K -3,457 -3%
HP
482
Hikari Power
Japan
$7.75M
HAI
483
Hennessy Advisors Inc
California
$7.68M -$307K -5,200 -4%
SFS
484
Sowell Financial Services
Arkansas
$7.59M -$490K -8,305 -6%
Group One Trading
485
Group One Trading
Illinois
$7.58M +$6.18M +104,629 +456%
Lido Advisors
486
Lido Advisors
California
$7.56M +$557K +9,430 +8%
UCI
487
Uncommon Cents Investing
Wisconsin
$7.5M -$16.8K -285 -0.2%
EF
488
Empirical Finance
Pennsylvania
$7.49M -$691K -11,704 -8%
SCM
489
Sirios Capital Management
Massachusetts
$7.47M -$99.9K -1,693 -1%
PMAM
490
Picton Mahoney Asset Management
Ontario, Canada
$7.43M -$412K -6,980 -5%
MHIC
491
Marble Harbor Investment Counsel
Massachusetts
$7.43M +$87.3K +1,479 +1%
MFG
492
Monte Financial Group
Connecticut
$7.41M -$938K -15,895 -11%
SM
493
Salzhauer Michael
$7.31M -$342K -5,800 -5%
NB
494
Norinchukin Bank
Japan
$7.3M -$113K -1,912 -2%
GCM
495
Gibraltar Capital Management
Oklahoma
$7.29M +$97.5K +1,652 +1%
IFAM
496
Institutional & Family Asset Management
Colorado
$7.2M -$250K -4,239 -3%
OCM
497
Olstein Capital Management
New York
$7.19M -$531K -9,000 -7%
SA
498
Sicart Associates
New York
$7.18M -$204K -3,450 -3%
PHK
499
Point72 Hong Kong
Hong Kong
$7.18M +$7.13M +120,819 New
IGAM
500
iA Global Asset Management
Quebec, Canada
$7.13M +$1.79M +30,243 +34%

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.