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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
KWS
826
Keystone Wealth Services
California
$2.14M +$118 +2 +0%
MAM
827
Marotta Asset Management
Virginia
$2.14M +$3.31K +56 +0.2%
ACIM
828
Azimuth Capital Investment Management
Michigan
$2.13M -$41.3K -700 -2%
CAG
829
Crestwood Advisors Group
Massachusetts
$2.12M -$127K -2,144 -6%
AGWCA
830
Annis Gardner Whiting Capital Advisors
Florida
$2.12M +$724K +12,268 +52%
VCA
831
Verdence Capital Advisors
Maryland
$2.12M +$519K +8,798 +33%
VFA
832
Voya Financial Advisors
Connecticut
$2.12M +$137K +2,323 +7%
HAG
833
HF Advisory Group
Maryland
$2.09M -$233K -3,947 -10%
SAM
834
Selway Asset Management
$2.08M -$1.16M -19,600 -36%
YIA
835
YHB Investment Advisors
Connecticut
$2.08M -$373K -6,316 -15%
CDH
836
Charles D. Hyman
$2.08M -$50.2K -850 -2%
AMM
837
American Money Management
California
$2.06M – – –
AFCM
838
Applied Finance Capital Management
Puerto Rico
$2.05M +$2.04M +34,566 New
CIC
839
Cornercap Investment Counsel
Georgia
$2.04M -$295K -5,000 -13%
HAM
840
Hedges Asset Management
Nevada
$2.03M -$354K -6,000 -15%
MIM
841
Miller Investment Management
Pennsylvania
$2.02M – – –
BPCA
842
Bank Pictet & Cie (Asia)
Singapore
$2.01M +$72.1K +1,221 +4%
DAS
843
Dynamic Advisor Solutions
Arizona
$2M +$151K +2,558 +8%
IFU
844
iSAM Funds (UK)
United Kingdom
$1.98M +$1.97M +33,382 New
WI
845
WrapManager Inc
California
$1.96M +$88.4K +1,497 +5%
ZIC
846
ZWJ Investment Counsel
Georgia
$1.96M +$148K +2,500 +8%
SLFPAM
847
St. Louis Financial Planners Asset Management
Missouri
$1.95M -$433K -7,330 -19%
NRD
848
Nebula Research & Development
New York
$1.95M +$1.94M +32,818 New
SCM
849
Silvant Capital Management
Georgia
$1.95M -$24.6K -416 -1%
GSEP
850
Golden State Equity Partners
California
$1.95M +$1.94M +32,791 New
32 33
34
35 36

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.