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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
XF
1026
XML Financial
Maryland
$1.2M +$5.02K +85 +0.4%
LIA
1027
LS Investment Advisors
Michigan
$1.2M
SRC
1028
Sage Rhino Capital
California
$1.2M +$15.5K +263 +1%
MPAM
1029
Murphy Pohlad Asset Management
Minnesota
$1.2M -$147K -2,487 -11%
AIA
1030
Affinity Investment Advisors
California
$1.2M -$50.9K -862 -4%
PWG
1031
Private Wealth Group
Florida
$1.19M
ET
1032
Equitable Trust
Tennessee
$1.19M +$128K +2,160 +12%
EML
1033
Eos Management LP
New York
$1.19M -$443K -7,500 -27%
HA
1034
Harbor Advisors
Florida
$1.19M
SAG
1035
SageView Advisory Group
California
$1.19M +$1.18M +19,983 New
CC
1036
Chicago Capital
Illinois
$1.19M +$531K +9,000 +82%
SAM
1037
Sompo Asset Management
Japan
$1.18M -$62K -1,050 -5%
MMPW
1038
Mitchell McLeod Pugh & Williams
Alabama
$1.18M -$18.2K -308 -2%
DWM
1039
Dakota Wealth Management
Florida
$1.18M +$187K +3,173 +19%
OCM
1040
One Capital Management
California
$1.18M -$149K -2,517 -11%
LRPA
1041
L. Roy Papp & Associates
Arizona
$1.18M -$46.9K -794 -4%
BIG
1042
Brooklyn Investment Group
New York
$1.18M
FBT
1043
First Bank & Trust
South Dakota
$1.18M -$54.2K -918 -4%
CI
1044
CX Institutional
Indiana
$1.18M -$295 -5 -0%
CRWM
1045
Castle Rock Wealth Management
California
$1.17M
LCAM
1046
London & Capital Asset Management
United Kingdom
$1.17M -$49.5K -839 -4%
LAM
1047
L2 Asset Management
Massachusetts
$1.17M +$42.6K +722 +4%
AG
1048
AlTi Global
New York
$1.17M +$47.2K +799 +4%
MPIA
1049
Mountain Pacific Investment Advisers
Idaho
$1.17M -$253K -4,280 -18%
CAG
1050
Csenge Advisory Group
Florida
$1.16M -$8.74K -148 -0.8%

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.