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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
ASN
526
Advisory Services Network
Georgia
$6.15M +$148K +2,507 +2%
WT
527
Whittier Trust
California
$6.15M -$137K -2,321 -2%
UAM
528
Unison Asset Management
Florida
$6.14M +$43.4K +735 +0.7%
LFCM
529
Long Focus Capital Management
Puerto Rico
$6.12M
UB
530
UMB Bank
Missouri
$6.04M +$3.45M +58,388 +135%
USAA
531
United Services Automobile Association
Texas
$6.04M -$253K -4,283 -4%
AWS
532
Atria Wealth Solutions
New York
$6.03M -$511K -8,662 -8%
IIM
533
INTECH Investment Management
Florida
$6.03M -$1.33M -22,580 -18%
TPCW
534
TD Private Client Wealth
New York
$6.01M -$359K -6,085 -6%
Wolverine Trading
535
Wolverine Trading
Illinois
$6.01M +$4.89M +82,804 +452%
RVM
536
Robinson Value Management
Texas
$6M -$107K -1,815 -2%
HCM
537
Hutchinson Capital Management
California
$5.98M -$15.6K -264 -0.3%
Verition Fund Management
538
Verition Fund Management
Connecticut
$5.95M +$1.4M +23,706 +31%
BFS
539
Bard Financial Services
Connecticut
$5.95M -$233K -3,950 -4%
CCG
540
Cloverfields Capital Group
Minnesota
$5.92M -$27.2K -460 -0.5%
LCM
541
Laurion Capital Management
New York
$5.83M +$5.8M +98,231 New
PA
542
PFG Advisors
Arizona
$5.83M -$38.1K -645 -0.7%
SI
543
Symmetry Investments
Jersey
$5.8M +$5.77M +97,660 New
CA
544
Clearstead Advisors
Ohio
$5.79M +$2.99M +50,681 +108%
HPG
545
Harvest Portfolios Group
Ontario, Canada
$5.75M +$63.2K +1,070 +1%
KPWS
546
Kestra Private Wealth Services
Texas
$5.75M +$119K +2,016 +2%
LG
547
Leuthold Group
Minnesota
$5.67M +$5.64M +95,501 New
AIP
548
Ameritas Investment Partners
Nebraska
$5.66M -$88K -1,491 -2%
WFC
549
Western Financial Corp
California
$5.64M +$238K +4,026 +4%
WAM
550
Winslow Asset Management
Ohio
$5.59M -$95.2K -1,612 -2%

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.