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Wells Fargo

2,257 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: 2,2012,257 (+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
2,257
Holders Change
+56
Holders Change %
+2.54%
% of All Funds
32.59%
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
EWA
1101
Exencial Wealth Advisors
Oklahoma
$1.06M +$767 +13 +0.1%
JFL
1102
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.05M -$255K -4,321 -20%
JCM
1103
Jacobi Capital Management
Pennsylvania
$1.05M -$15.1K -255 -1%
WBG
1104
Wharton Business Group
Pennsylvania
$1.05M
HFM
1105
Hartford Funds Management
Pennsylvania
$1.04M +$105K +1,780 +11%
WCM
1106
Winthrop Capital Management
Indiana
$1.04M +$1.03M +17,496 New
GIP
1107
Greatmark Investment Partners
Georgia
$1.04M
ECU
1108
Eisler Capital (US)
New York
$1.02M +$301K +5,102 +42%
AA
1109
Ancora Advisors
Ohio
$1.02M -$81.4K -1,379 -7%
PCS
1110
Personal CFO Solutions
New Jersey
$1.02M -$27.7K -469 -3%
BCM
1111
Becker Capital Management
Oregon
$1.02M -$86.4K -1,464 -8%
SIC
1112
Salem Investment Counselors
North Carolina
$1.02M -$18.5K -314 -2%
AA
1113
Axiom Advisory
California
$1.02M +$1.02M +17,262 New
SIM
1114
Sterling Investment Management
Arizona
$1.02M -$484K -8,206 -32%
CSPIA
1115
Cary Street Partners Investment Advisory
Virginia
$1.01M +$3.54K +60 +0.4%
DI
1116
Diligent Investors
California
$1.01M -$16.8K -284 -2%
CIAS
1117
Capital Investment Advisory Services
North Carolina
$1.01M -$124K -2,099 -11%
GPA
1118
Garrison Point Advisors
California
$1.01M
IF
1119
Intrua Financial
Texas
$1.01M +$174K +2,953 +21%
BCG
1120
Breakwater Capital Group
New Jersey
$1.01M +$5.2K +88 +0.5%
LPAM
1121
Lodestar Private Asset Management
California
$1M -$85.7K -1,452 -8%
SWM
1122
Spire Wealth Management
Virginia
$1M -$265K -4,482 -21%
GAG
1123
GM Advisory Group
New York
$1M -$3.96K -67 -0.4%
PFA
1124
Pure Financial Advisors
California
$999K +$41.6K +705 +4%
PAM
1125
Palisade Asset Management
Minnesota
$999K -$76.7K -1,300 -7%

WFC Hedge Fund Activity: Q2 2024 in Review

2,257 of the 6,925 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.

  • 2,257 institutional investors held Wells Fargo (WFC) as of Q2 2024, up from 2,201 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.