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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
MCM
1151
Mainstay Capital Management
Michigan
$950K +$105K +1,778 +13%
LI
1152
Lafayette Investments
Maryland
$950K
NB
1153
Nicolet Bankshares
Wisconsin
$948K -$36.6K -620 -4%
SMA
1154
Sage Mountain Advisors
Georgia
$941K +$257K +4,353 +38%
DWA
1155
Douglass Winthrop Advisors
New York
$940K -$48.6K -824 -5%
CWS
1156
Cypress Wealth Services
California
$939K +$12.2K +206 +1%
HCP
1157
Hexagon Capital Partners
Arkansas
$936K -$18.7K -316 -2%
PWP
1158
Principle Wealth Partners
Connecticut
$931K -$201K -3,401 -18%
TFA
1159
Tranquilli Financial Advisor
New Jersey
$931K +$26.3K +446 +3%
GWM
1160
Gibbs Wealth Management
Georgia
$930K +$136K +2,306 +17%
LF
1161
Lantz Financial
Illinois
$929K -$35.4K -599 -4%
AAS
1162
Ameritas Advisory Services
Nebraska
$929K +$50.9K +862 +6%
FNWA
1163
Financial Network Wealth Advisors
Utah
$927K +$10.3K +175 +1%
WTB
1164
Washington Trust Bank
Washington
$927K -$69.4K -1,175 -7%
PWA
1165
Providence Wealth Advisors
Illinois
$924K +$17.7K +300 +2%
BCFD
1166
Boit C.F. David
$922K
ZIM
1167
Zacks Investment Management
Illinois
$917K +$151K +2,557 +20%
AC
1168
Abbrea Capital
California
$915K -$13.3K -225 -1%
GC
1169
Gilbert & Cook
Iowa
$911K
CIA
1170
Cascade Investment Advisors
Oregon
$909K -$41.3K -700 -4%
EFG
1171
Everhart Financial Group
Ohio
$907K +$298K +5,055 +49%
EA
1172
Eclectic Associates
California
$907K +$92K +1,558 +11%
BTWM
1173
Baker Tilly Wealth Management
Wisconsin
$907K -$1.9M -32,230 -68%
LFA
1174
Legacy Financial Advisors
Kentucky
$904K +$61.9K +1,049 +7%
IWA
1175
IVC Wealth Advisors
Pennsylvania
$899K -$3.01K -51 -0.3%

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.