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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
BHBT
976
Burke & Herbert Bank & Trust
Virginia
$1.35M +$1.01M +17,068 +300%
SF
977
Summit Financial
New Jersey
$1.35M +$825K +13,970 +159%
BCWM
978
Bartlett & Co Wealth Management
Ohio
$1.35M -$35.7K -604 -3%
GVAG
979
Great Valley Advisor Group
Delaware
$1.35M -$42.4K -719 -3%
RIA
980
Realta Investment Advisors
Delaware
$1.34M -$110K -1,869 -8%
RPC
981
Rossmore Private Capital
Connecticut
$1.34M -$20.7K -351 -2%
SM
982
Sweeney & Michel
California
$1.33M +$3.01K +51 +0.2%
OWA
983
One Wealth Advisors
California
$1.32M +$372K +6,298 +34%
MC
984
Martin & Co
Tennessee
$1.32M -$2.07K -35 -0.2%
JIP
985
Jaffetilchin Investment Partners
Florida
$1.32M +$15.5K +262 +1%
CSC
986
Cove Street Capital
California
$1.31M -$298K -5,050 -19%
DT
987
Diversified Trust
Tennessee
$1.31M -$194K -3,281 -13%
LI
988
Louisbourg Investments
New Brunswick, Canada
$1.3M – – –
EFM
989
E Fund Management
China
$1.3M +$115K +1,944 +10%
FGI
990
Foresight Global Investors
New York
$1.3M – – –
Fisher Asset Management
991
Fisher Asset Management
Washington
$1.3M -$48.4K -819 -4%
DBIA
992
Dumont & Blake Investment Advisors
New Jersey
$1.29M +$645K +10,931 +101%
WANY
993
Wealthspire Advisors (New York)
New York
$1.29M +$3.13K +53 +0.2%
CTC
994
Cetera Trust Company
Minnesota
$1.28M -$31.3K -530 -2%
GLLW
995
Graves Light Lenhart Wealth
Virginia
$1.28M +$177 +3 +0%
FPWM
996
FSB Premier Wealth Management
Iowa
$1.27M +$335K +5,682 +36%
CIA
997
Citadel Investment Advisory
Ohio
$1.27M -$61.7K -1,045 -5%
FCP
998
Fidelis Capital Partners
Florida
$1.26M +$341K +5,784 +31%
DWM
999
Diversify Wealth Management
Utah
$1.26M +$1.43M +24,242 New
SFA
1000
Seneca Financial Advisors
New York
$1.26M – – –
38 39
40
41 42

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.