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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
GM
1051
GeoWealth Management
Illinois
$1.16M +$66.7K +1,129 +6%
IAMOG
1052
Investors Asset Management of Georgia
Georgia
$1.16M -$29K -492 -2%
EWM
1053
Empirical Wealth Management
Washington
$1.16M +$565K +9,570 +96%
PIM
1054
Penobscot Investment Management
Massachusetts
$1.16M +$872K +14,767 +311%
CCG
1055
Ceeto Capital Group
Florida
$1.16M
FNT
1056
First National Trust
Pennsylvania
$1.16M +$50.9K +863 +5%
ASBI
1057
American State Bank (Iowa)
Iowa
$1.16M +$15.1K +255 +1%
RCM
1058
RNC Capital Management
California
$1.15M +$64.1K +1,085 +6%
IWM
1059
IHT Wealth Management
Illinois
$1.15M -$89.6K -1,518 -7%
SC
1060
Syon Capital
California
$1.15M +$32.5K +551 +3%
RA
1061
Ransom Advisory
Rhode Island
$1.15M -$17.7K -300 -2%
1IA
1062
1834 Investment Advisors
Wisconsin
$1.14M -$61.4K -1,040 -5%
TCM
1063
Telos Capital Management
California
$1.14M -$13.3K -225 -1%
AC
1064
Annandale Capital
Texas
$1.14M +$13.8K +234 +1%
IMC Chicago
1065
IMC Chicago
Illinois
$1.13M +$1.13M +19,064 New
KCM
1066
Kanawha Capital Management
Virginia
$1.13M -$57.9K -980 -5%
JIC
1067
Johnson Investment Counsel
Ohio
$1.12M +$14.5K +245 +1%
VWM
1068
VCI Wealth Management
Missouri
$1.12M +$238K +4,038 +27%
UFF
1069
USA Financial Formulas
Michigan
$1.12M +$1.11M +18,815 New
SIP
1070
Stoneridge Investment Partners
Pennsylvania
$1.11M -$1.72M -29,160 -61%
LA
1071
LBP AM
France
$1.11M -$1.77M -29,909 -61%
ESB
1072
Essex Savings Bank
Connecticut
$1.11M -$8.32K -141 -0.7%
SL
1073
Sentry LLC
Tennessee
$1.11M -$5.55K -94 -0.5%
AWA
1074
Arete Wealth Advisors
Illinois
$1.11M +$6.2K +105 +0.6%
IIC
1075
Ironwood Investment Counsel
Arizona
$1.11M +$173K +2,932 +19%

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.