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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
FCI
1076
Financial Counselors Inc
Kansas
$1.11M +$203K +3,441 +23%
MMHP
1077
Murphy Middleton Hinkle & Parker
Georgia
$1.1M
RWP
1078
RWA Wealth Partners
Massachusetts
$1.1M +$2.72K +46 +0.2%
SC
1079
Sawyer & Company
Massachusetts
$1.09M -$197K -3,335 -15%
LA
1080
LexAurum Advisors
Kansas
$1.09M -$83.2K -1,410 -7%
BB
1081
Busey Bank
Illinois
$1.09M -$42.7K -724 -4%
SWM
1082
SeaCrest Wealth Management
New York
$1.09M +$78.5K +1,330 +8%
AF
1083
Advisornet Financial
Minnesota
$1.09M +$105K +1,775 +11%
WAG
1084
Wallace Advisory Group
California
$1.09M -$132K -2,231 -11%
DWA
1085
Delap Wealth Advisory
Oregon
$1.09M -$287K -4,868 -21%
WA
1086
WP Advisors
California
$1.09M +$18.1K +307 +2%
MG
1087
Mather Group
Illinois
$1.09M +$120K +2,027 +12%
AIIMS
1088
Analyst IMS Investment Management Services
Israel
$1.08M -$5.9K -100 -0.5%
Twin Tree Management
1089
Twin Tree Management
Texas
$1.07M +$1.07M +18,052 New
CT
1090
Caldwell Trust
Florida
$1.07M
WBWA
1091
William B. Walkup & Associates
South Carolina
$1.07M +$1.06M +18,009 New
BOC
1092
Barbara Oil Co
Illinois
$1.07M
RL
1093
Ruffer LLP
United Kingdom
$1.07M -$236K -4,000 -18%
KFSC
1094
Keystone Financial Services (Colorado)
Colorado
$1.07M +$50K +847 +5%
QP
1095
Quilter Plc
United Kingdom
$1.07M -$26.6K -450 -2%
DTC
1096
Davidson Trust Company
Washington
$1.07M -$292K -4,952 -22%
MIFH
1097
Migdal Insurance & Financial Holdings
Israel
$1.06M +$1.05M +17,744 +6,958%
MWM
1098
Modera Wealth Management
New Jersey
$1.06M -$377K -6,390 -26%
RPCONE
1099
Retirement Planning Company of New England
Rhode Island
$1.06M -$28K -474 -3%
BP
1100
BBR Partners
New York
$1.06M -$188K -3,189 -15%

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.