We are live on ! Find out more
WFC icon

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
SW
551
Simplicity Wealth
New Jersey
$5.59M +$637K +10,793 +13%
AWM
552
AE Wealth Management
Kansas
$5.58M +$782K +13,241 +16%
PS
553
Principal Securities
Iowa
$5.55M +$545K +9,240 +11%
SFI
554
Siemens Fonds Invest
Germany
$5.53M -$9.74K -165 -0.2%
MAM
555
Madison Asset Management
Wisconsin
$5.51M -$118K -1,998 -2%
CWM
556
Concentric Wealth Management
California
$5.51M +$60.6K +1,027 +1%
BBWA
557
Bell & Brown Wealth Advisors
California
$5.51M +$1.24M +20,944 +29%
CFO
558
Callan Family Office
Pennsylvania
$5.46M +$31.7K +537 +0.6%
TMAM
559
Tokio Marine Asset Management
Japan
$5.45M +$73.6K +1,246 +1%
HW
560
Hancock Whitney
Mississippi
$5.42M +$4.77M +80,854 +777%
CA
561
Continental Advisors
Utah
$5.4M
CK
562
Cohen Klingenstein
New York
$5.4M
SC
563
Savant Capital
Illinois
$5.39M -$4.07K -69 -0.1%
SWP
564
Stratos Wealth Partners
Ohio
$5.37M +$161K +2,722 +3%
ECM
565
Elgethun Capital Management
South Dakota
$5.35M -$95.9K -1,625 -2%
CP
566
Clayton Partners
California
$5.34M -$53.4K -905 -1%
BCM
567
Brookmont Capital Management
Texas
$5.34M -$149K -2,524 -3%
Kovitz Investment Group Partners
568
Kovitz Investment Group Partners
Illinois
$5.31M -$2.37M -40,074 -31%
DWM
569
Dorchester Wealth Management
Quebec, Canada
$5.29M -$452K -7,660 -8%
Assenagon Asset Management
570
Assenagon Asset Management
Luxembourg
$5.28M +$13.6K +231 +0.3%
SI
571
Stephens Inc
Arkansas
$5.28M -$404K -6,838 -7%
LMIM
572
Lockheed Martin Investment Management
Maryland
$5.26M +$5.22M +88,500 New
MWM
573
Mission Wealth Management
California
$5.25M -$1.67M -28,250 -24%
TIAA Trust, National Association
574
TIAA Trust, National Association
North Carolina
$5.25M -$125K -2,121 -2%
IWC
575
Integrated Wealth Concepts
Massachusetts
$5.25M -$195K -3,298 -4%

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.