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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
LFM
776
LGT Fund Management
Liechtenstein
$2.48M +$2.46M +41,716 New
WC
777
Wynn Capital
Georgia
$2.47M +$19.6K +332 +0.8%
VVP
778
Venture Visionary Partners
Ohio
$2.45M +$189K +3,194 +8%
SJL
779
Shayne & Jacobs LLC
Tennessee
$2.43M
SDWIA
780
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.42M +$54.9K +930 +2%
HPC
781
HM Payson & Co
Maine
$2.42M
CIA
782
Concurrent Investment Advisors
Florida
$2.42M +$427K +7,235 +22%
KIA
783
KCM Investment Advisors
California
$2.42M +$7.79K +132 +0.3%
RHAM
784
Round Hill Asset Management
California
$2.41M -$57.9K -980 -2%
OC
785
Oppenheimer & Co
New York
$2.4M -$727K -12,307 -23%
RGI
786
River Global Investors
United Kingdom
$2.38M -$58.2K -986 -2%
PDL
787
Portfolio Design Labs
California
$2.37M +$243K +4,110 +11%
UAS
788
United Asset Strategies
New York
$2.36M -$81.8K -1,386 -3%
TBA
789
Tower Bridge Advisors
Pennsylvania
$2.36M -$44.3K -750 -2%
CIM
790
Chiron Investment Management
New York
$2.35M +$2.33M +39,525 New
KOC
791
Koss-Olinger Consulting
Florida
$2.35M +$1.99M +33,701 +581%
QCG
792
Quadrant Capital Group
Ohio
$2.33M +$150K +2,547 +7%
EI
793
Ethic Inc
New York
$2.32M +$291K +4,936 +14%
SCA
794
Snowden Capital Advisors
New York
$2.32M -$324K -5,488 -12%
AG
795
Ascent Group
Virginia
$2.31M +$198K +3,347 +9%
SCI
796
Stableford Capital II
Arizona
$2.31M -$2.13K -36 -0.1%
LSA
797
Leonteq Securities AG
Switzerland
$2.31M +$1.14M +19,231 +98%
CCP
798
Cunning Capital Partners
North Carolina
$2.3M
MYIA
799
Mount Yale Investment Advisors
Colorado
$2.3M -$103K -1,738 -4%
ACI
800
Alpha Cubed Investments
California
$2.28M +$195K +3,303 +9%

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.