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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
PFGIA
701
Patriot Financial Group Insurance Agency
Massachusetts
$3.08M +$326K +5,522 +12%
CIS
702
Capital International Sarl
California
$3.06M -$191K -3,243 -6%
FG
703
Foster Group
Iowa
$3.06M +$206K +3,494 +7%
DLCIG
704
D.L. Carlson Investment Group
New Hampshire
$3.06M -$6.14K -104 -0.2%
TPI
705
Trust Point Inc
Wisconsin
$3.05M -$66.5K -1,126 -2%
FNBT
706
FineMark National Bank & Trust
Florida
$3.04M +$80.3K +1,361 +3%
MC
707
Moors & Cabot
Massachusetts
$3.03M -$336K -5,694 -10%
JHCP
708
Jackson Hole Capital Partners
Oklahoma
$3.03M +$5.61K +95 +0.2%
VFA
709
Valeo Financial Advisors
Indiana
$3.02M +$98.4K +1,667 +3%
SCM
710
SOL Capital Management
Maryland
$3.02M -$77.9K -1,320 -3%
HNB
711
Huntington National Bank
Ohio
$2.99M -$46.5K -787 -2%
CICI
712
Capital Investment Counsel Inc
North Carolina
$2.99M +$300K +5,081 +11%
KWA
713
Kingswood Wealth Advisors
California
$2.98M -$26.9K -456 -0.9%
FFM
714
Forum Financial Management
Illinois
$2.98M +$12K +203 +0.4%
AFS
715
Aft Forsyth & Sober
Florida
$2.97M
A
716
AlphaQuest
New York
$2.95M +$2.93M +49,700 New
EH
717
Equitable Holdings
New York
$2.94M +$202K +3,416 +7%
CAAS
718
Capital Asset Advisory Services
Michigan
$2.92M -$72K -1,220 -2%
GIM
719
Goelzer Investment Management
Indiana
$2.92M -$141K -2,395 -5%
AAM
720
Advisors Asset Management
Colorado
$2.91M +$433K +7,336 +18%
PIC
721
PCJ Investment Counsel
Ontario, Canada
$2.9M +$1.45M +24,550 +101%
GFI
722
Global Frontier Investments
South Carolina
$2.9M
TCPW
723
Twin City Private Wealth
North Carolina
$2.88M +$53.8K +912 +2%
WF
724
Welch & Forbes
Massachusetts
$2.87M -$1.22M -20,612 -30%
SG
725
Somerset Group
Minnesota
$2.83M

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.