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
WA
676
Waverly Advisors
Alabama
$3.27M +$335K +5,675 +11%
MSS
677
Mitchell Sinkler & Starr
Pennsylvania
$3.27M
JF
678
Jump Financial
Illinois
$3.21M +$1.31M +22,263 +70%
SCA
679
Stonebridge Capital Advisors
Minnesota
$3.2M -$19K -322 -0.6%
SCI
680
S&CO Inc
Massachusetts
$3.2M -$42.5K -720 -1%
ABC
681
Associated Banc-Corp
Wisconsin
$3.18M +$214K +3,622 +7%
CCA
682
Checchi Capital Advisers
California
$3.17M +$38K +643 +1%
RWM
683
Ritholtz Wealth Management
New York
$3.16M +$399K +6,752 +15%
NP
684
NorthRock Partners
Minnesota
$3.16M +$64.8K +1,098 +2%
QCIG
685
Quad-Cities Investment Group
Iowa
$3.16M -$5.61K -95 -0.2%
BRWA
686
B. Riley Wealth Advisors
Florida
$3.16M -$838K -14,187 -21%
CG
687
Cynosure Group
Utah
$3.16M -$7.26K -123 -0.2%
CAM
688
Cidel Asset Management
Ontario, Canada
$3.16M -$210K -3,565 -6%
HTC
689
Haverford Trust Company
Pennsylvania
$3.14M +$5.9K +100 +0.2%
CLGM
690
Capitolis Liquid Global Markets
New York
$3.14M
PA
691
Profund Advisors
Maryland
$3.13M -$202K -3,427 -6%
SW
692
SVB Wealth
Massachusetts
$3.13M -$428K -7,247 -12%
TCA
693
Transcend Capital Advisors
New Jersey
$3.12M +$133K +2,252 +4%
CIP
694
Convergence Investment Partners
Florida
$3.12M +$502K +8,501 +19%
BSW
695
Buckingham Strategic Wealth
Missouri
$3.12M -$30.8K -521 -1%
TW
696
Trajan Wealth
Arizona
$3.12M +$298K +5,051 +11%
PCTC
697
Perkins Coie Trust Company
Washington
$3.11M -$208K -3,518 -6%
CHAM
698
Clear Harbor Asset Management
Connecticut
$3.1M
MA
699
Montag & Associates
Georgia
$3.09M -$73.9K -1,252 -2%
CIA
700
Capital Investment Advisors
Georgia
$3.09M -$268K -4,534 -8%

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.