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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
ACM
801
AlphaStar Capital Management
North Carolina
$2.27M +$297K +5,027 +15%
WB
802
WesBanco Bank
West Virginia
$2.26M -$130K -2,206 -5%
BP
803
Ballentine Partners
Massachusetts
$2.26M +$130K +2,206 +6%
SCM
804
Schnieders Capital Management
California
$2.25M -$35.4K -600 -2%
PCA
805
Pallas Capital Advisors
Massachusetts
$2.25M -$110K -1,861 -5%
JFGIW
806
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.24M +$186K +3,148 +9%
PBT
807
Pictet Bank & Trust
Bahamas
$2.24M -$17.7K -300 -0.8%
BC
808
Burney Company
Virginia
$2.23M -$166K -2,820 -7%
EWM
809
Evercore Wealth Management
New York
$2.23M -$17.4K -294 -0.8%
AGC
810
Aspen Grove Capital
Colorado
$2.23M -$5.14K -87 -0.2%
YC
811
Yarbrough Capital
Tennessee
$2.23M
LCM
812
Legato Capital Management
California
$2.23M -$1.01M -17,177 -31%
FCBT
813
First Citizens Bank & Trust
North Carolina
$2.22M +$17.7K +300 +0.8%
SPA
814
Sherbrooke Park Advisers
New York
$2.21M +$820K +13,897 +60%
CCM
815
Coldstream Capital Management
Washington
$2.21M +$307K +5,208 +16%
HCP
816
Holt Capital Partners
Texas
$2.2M -$8.38K -142 -0.4%
IA
817
IFP Advisors
Florida
$2.2M -$446K -7,563 -17%
AC
818
Avestar Capital
New York
$2.19M -$717K -12,142 -25%
AP
819
Adero Partners
California
$2.18M +$8.74K +148 +0.4%
MFS
820
Mirabella Financial Services
United Kingdom
$2.18M +$1.12M +18,992 +107%
MNBTD
821
Moody National Bank Trust Division
Texas
$2.18M +$89.6K +1,518 +4%
CI
822
Cigna Investments
Connecticut
$2.18M -$90.7K -1,537 -4%
TSWM
823
Triangle Securities Wealth Management
North Carolina
$2.18M -$50.3K -852 -2%
OC
824
Oarsman Capital
Wisconsin
$2.17M +$44K +745 +2%
SM
825
Sciencast Management
New Jersey
$2.15M +$2.14M +36,261 New

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.