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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
GFA
576
Gifford Fong Associates
California
$5.23M
DW30
577
Drucker Wealth 3.0
New Jersey
$5.21M +$5.18M +87,791 New
RBA
578
Richard Bernstein Advisors
New York
$5.18M
MCM
579
Mill Capital Management
North Carolina
$5.16M -$71.6K -1,213 -1%
FTDI
580
First Trust Direct Indexing
Massachusetts
$5.15M +$457K +7,748 +10%
WAS
581
Wesleyan Assurance Society
United Kingdom
$5.14M
ATC
582
Argent Trust Co
Tennessee
$5.11M +$435K +7,369 +9%
BS
583
Banco Santander
Spain
$5.09M +$798K +13,516 +19%
WDC
584
Woodward Diversified Capital
California
$5.06M
ADIM
585
Alpha DNA Investment Management
Maryland
$5.06M +$2.53M +42,910 +102%
BG
586
Bahl & Gaynor
Ohio
$5.06M -$431K -7,300 -8%
Luther King Capital Management (LKCM)
587
Luther King Capital Management (LKCM)
Texas
$5.02M -$1.26M -21,325 -20%
FNFDCM
588
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.01M -$204K -3,463 -4%
VA
589
Vident Advisory
Georgia
$4.99M +$2.78M +47,128 +128%
HI
590
Horizon Investments
North Carolina
$4.97M -$45.8K -776 -0.9%
CCIA
591
Campbell & Co Investment Adviser
Maryland
$4.96M +$4.93M +83,572 New
QCM
592
Qsemble Capital Management
New York
$4.96M +$1.76M +29,760 +55%
MFG
593
Merit Financial Group
Georgia
$4.96M +$171K +2,891 +4%
QIM
594
Quantitative Investment Management
Virginia
$4.94M +$4.91M +83,202 New
LF
595
Longbow Finance
Switzerland
$4.92M -$274K -4,643 -5%
CG
596
Caprock Group
Idaho
$4.9M +$2.5M +42,363 +106%
ESBC
597
E.S. Barr & Co
Kentucky
$4.87M -$137K -2,313 -3%
KWM
598
Kingsview Wealth Management
Oregon
$4.84M +$75.1K +1,272 +2%
NG
599
NWK Group
California
$4.79M +$4.76M +80,703 New
TCM
600
Twin Capital Management
Pennsylvania
$4.78M +$64K +1,084 +1%

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.