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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
AHB
626
Abner Herrman & Brock
New Jersey
$4.24M +$4.21M +71,350 New
BFS
627
Bradley Foster & Sargent
Connecticut
$4.19M -$54.7K -926 -1%
PGFC
628
Peapack-Gladstone Financial Corp
New Jersey
$4.13M -$68.8K -1,165 -2%
LKIM
629
Lawson Kroeker Investment Management
Nebraska
$4.13M -$34.4K -582 -0.8%
WS
630
Wedbush Securities
California
$4.11M -$327K -5,547 -7%
VI
631
Vestcor Inc
New Brunswick, Canada
$4.09M -$708 -12 -0%
HAG
632
HighPoint Advisor Group
Illinois
$4.05M +$397K +6,723 +11%
HWM
633
HB Wealth Management
Georgia
$4.04M +$307K +5,198 +8%
CANC
634
Culbertson A N & Co
Virginia
$4.04M
SP
635
SWS Partners
Ohio
$3.96M -$156K -2,648 -4%
RFC
636
Regions Financial Corp
Alabama
$3.9M -$1.05M -17,806 -21%
FNA
637
First National Advisers
Nebraska
$3.89M +$950K +16,098 +33%
AWM
638
Axxcess Wealth Management
California
$3.88M -$429K -7,262 -10%
OFS
639
Oldfather Financial Services
Nebraska
$3.83M +$177 +3 +0%
SFA
640
Sequoia Financial Advisors
Ohio
$3.81M +$524K +8,883 +16%
MAS
641
Meeder Advisory Services
Ohio
$3.8M +$1.06M +18,016 +39%
COI
642
Connable Office Inc
Michigan
$3.79M -$624K -10,577 -14%
NAS
643
NWF Advisory Services
California
$3.77M -$290K -4,908 -7%
AA
644
Altrafin AG
$3.75M -$1.48M -25,100 -28%
IAA
645
Independent Advisor Alliance
North Carolina
$3.74M +$24.2K +410 +0.7%
CFB
646
Cullen/Frost Bankers
Texas
$3.73M -$6.67K -113 -0.2%
KS
647
Karpas Strategies
Connecticut
$3.72M -$228K -3,865 -6%
GCAC
648
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.69M -$308K -5,214 -8%
BFG
649
Bleakley Financial Group
New Jersey
$3.68M +$80.7K +1,367 +2%
AIMCA
650
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.68M -$1.35M -22,900 -27%

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.