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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
SN
1126
Sittner & Nelson
Oregon
$997K -$3.78K -64 -0.4%
AA
1127
ALPS Advisors
Colorado
$997K -$122K -2,074 -11%
IVP
1128
Intrinsic Value Partners
Arizona
$996K -$6.02K -102 -0.6%
SP
1129
Symmetry Partners
Connecticut
$996K -$124K -2,096 -11%
MW
1130
Marcum Wealth
Ohio
$993K +$7.67K +130 +0.8%
BCM
1131
Boltwood Capital Management
California
$992K
KC
1132
Knuff & Co
California
$991K -$36.1K -612 -4%
CA
1133
Commerzbank Aktiengesellschaft
Germany
$991K +$39.8K +674 +4%
SIM
1134
Studio Investment Management
Illinois
$989K +$33.9K +575 +4%
LI
1135
LMCG Investments
Massachusetts
$989K -$9.56K -162 -1%
AWA
1136
Arkadios Wealth Advisors
Georgia
$984K +$106K +1,788 +12%
HFM
1137
Harvest Fund Management
China
$984K
VWM
1138
Vivid Wealth Management
Iowa
$982K +$167K +2,824 +21%
MCM
1139
MV Capital Management
Maryland
$981K +$71.8K +1,217 +8%
CWM
1140
Cornerstone Wealth Management
Missouri
$980K -$78.4K -1,328 -7%
BCM
1141
Brookstone Capital Management
Illinois
$978K -$202K -3,414 -18%
LD
1142
Lipe & Dalton
New York
$978K +$9.92K +168 +1%
FFA
1143
Fragasso Financial Advisors
Pennsylvania
$977K -$23.3K -395 -2%
HBT
1144
Heartland Bank & Trust
Illinois
$974K +$7.26K +123 +0.8%
ANTB
1145
AMG National Trust Bank
Colorado
$972K +$24.2K +410 +3%
1SB
1146
1ST Source Bank
Indiana
$971K -$7.62K -129 -0.8%
MFIM
1147
Mesirow Financial Investment Management
Illinois
$970K -$75.9K -1,286 -7%
PWPS
1148
Pinnacle Wealth Planning Services
Ohio
$966K -$6.61K -112 -0.7%
GL
1149
Graypoint LLC
New York
$966K +$33.6K +570 +4%
JSW
1150
Journey Strategic Wealth
New Jersey
$952K +$348K +5,899 +58%

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.