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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
DAS
901
Diversify Advisory Services
Utah
$1.73M -$239K -4,055 -12%
NL
902
NVWM LLC
Pennsylvania
$1.72M -$29K -491 -2%
H
903
HoyleCohen
California
$1.72M +$27.3K +462 +2%
MIC
904
Meridian Investment Counsel
California
$1.72M
RIL
905
Rothschild Investment LLC
Illinois
$1.71M +$130K +2,198 +8%
AA
906
Argent Advisors
Louisiana
$1.71M +$65K +1,101 +4%
MSR
907
Main Street Research
Connecticut
$1.7M +$113K +1,913 +7%
NEWAS
908
N.E.W. Advisory Services
Wisconsin
$1.69M +$15.8K +267 +0.9%
AFG
909
Atomi Financial Group
New York
$1.68M +$590K +9,995 +54%
CAS
910
CTC Alternative Strategies
Illinois
$1.68M +$1.67M +28,347 New
VIM
911
Vista Investment Management
Pennsylvania
$1.68M -$63.4K -1,074 -4%
NHC
912
Nicholas Hoffman & Company
Georgia
$1.68M +$48.3K +818 +3%
NNPTE
913
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.68M +$1.67M +28,277 New
CWM
914
Chemistry Wealth Management
New York
$1.66M +$36.5K +619 +2%
CPIG
915
Chicago Partners Investment Group
Illinois
$1.66M +$140K +2,378 +9%
LAM
916
Lummis Asset Management
Texas
$1.66M
HI
917
Harbour Investments
Wisconsin
$1.65M +$33.9K +575 +2%
KA
918
Kerrisdale Advisers
Florida
$1.64M
GCA
919
Greenwood Capital Associates
South Carolina
$1.64M -$131K -2,216 -7%
EHC
920
Everett Harris & Co
California
$1.62M
NCM
921
Northside Capital Management
Oregon
$1.61M
HR
922
Hardy Reed
Mississippi
$1.61M +$1.28M +21,723 +406%
BAAM
923
Baker Avenue Asset Management
California
$1.6M +$243K +4,121 +18%
CNBTD
924
Citizens National Bank Trust Department
Mississippi
$1.59M
APC
925
Aspire Private Capital
North Carolina
$1.59M +$96.7K +1,638 +7%

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.