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Wells Fargo
WFC

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: 73 → 77 (+4)

3% more funds holding

Funds holding: 2,200 → 2,256 (+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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$688M
2
Millennium Management
Millennium Management
New York
+$647M
3
Amundi
Amundi
France
+$362M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$281M
5
UBS AM
UBS AM
Illinois
+$222M

Top Sellers

Rank Fund Capital Flow
1
Sanders Capital
Sanders Capital
Florida
-$1.47B
2
Dodge & Cox
Dodge & Cox
California
-$1.35B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$791M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$524M
5
Capital World Investors
Capital World Investors
California
-$518M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
751
Focus Partners Advisor Solutions
Missouri
$2.62M +$248K +4,202 +11%
PTCG
752
Pring Turner Capital Group
California
$2.6M -$130K -2,198 -5%
BOS
753
Bank of Stockton
California
$2.59M – – –
ACM
754
Argyle Capital Management
Pennsylvania
$2.59M -$124K -2,100 -5%
EIP
755
Easterly Investment Partners
Massachusetts
$2.59M -$42.9K -726 -2%
BCV
756
Banque Cantonale Vaudoise
Switzerland
$2.58M +$174K +2,949 +7%
WPC
757
White Pine Capital
Minnesota
$2.57M -$13K -221 -0.5%
Parallax Volatility Advisers
758
Parallax Volatility Advisers
California
$2.55M +$2.53M +42,930 New
PAM
759
Paradigm Asset Management
New York
$2.54M -$484K -8,200 -16%
BBHC
760
Brown Brothers Harriman & Co
New York
$2.54M -$708 -12 -0%
PPWP
761
Premier Path Wealth Partners
New Jersey
$2.54M +$8.97K +152 +0.4%
MMA
762
Mizuho Markets Americas
New York
$2.54M +$2.53M +42,800 New
PCIA
763
Prime Capital Investment Advisors
Kansas
$2.54M -$331K -5,600 -12%
CA
764
Cullinan Associates
Kentucky
$2.53M +$620K +10,500 +33%
FSA
765
Franklin Street Advisors
North Carolina
$2.53M +$1.18K +20 +0%
BJL
766
Brighton Jones LLC
Washington
$2.53M -$207K -3,508 -8%
SIG
767
Stonegate Investment Group
Alabama
$2.52M +$210K +3,554 +9%
MWP
768
Meridian Wealth Partners
Pennsylvania
$2.52M +$16.2K +274 +0.6%
GI
769
GS Investments
Minnesota
$2.52M – – –
SLI
770
Sumitomo Life Insurance
Japan
$2.51M -$325K -5,509 -12%
FTWA
771
Fifth Third Wealth Advisors
Ohio
$2.51M +$1.89M +31,941 +309%
NW
772
Naviter Wealth
Arkansas
$2.5M +$30.6K +519 +1%
CIA
773
Choate Investment Advisors
Massachusetts
$2.49M +$18.3K +310 +0.7%
CF
774
Centaurus Financial
California
$2.48M -$18.9K -320 -0.8%
SSWM
775
Smith Salley Wealth Management
North Carolina
$2.48M +$31.3K +530 +1%
29 30
31
32 33

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.