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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
LS
1176
Livforsakringsbolaget Skandia
Sweden
$899K -$41.3K -700 -4%
HCM
1177
Hutner Capital Management
Vermont
$898K -$649 -11 -0.1%
CA
1178
Continuum Advisory
Idaho
$897K +$7.38K +125 +0.8%
PCFFS
1179
Pacific Center for Financial Services
California
$897K +$354 +6 +0%
AIM
1180
Anchor Investment Management
South Carolina
$895K +$7.73K +131 +0.9%
APP
1181
Avantax Planning Partners
Iowa
$892K -$146K -2,475 -14%
RWP
1182
Ridgecrest Wealth Partners
California
$892K +$2.95K +50 +0.3%
AWM
1183
Angeles Wealth Management
California
$891K +$482K +8,166 +119%
GCM
1184
Glaxis Capital Management
Florida
$891K +$886K +15,000 New
NRI
1185
NFP Retirement Inc
California
$891K -$60.7K -1,029 -6%
JWM
1186
Jupiter Wealth Management
Colorado
$890K
NSIM
1187
North Star Investment Management
Illinois
$888K -$53.1K -900 -6%
PA
1188
Perennial Advisors
New York
$888K -$84.6K -1,433 -9%
MIM
1189
MTM Investment Management
South Carolina
$880K +$354 +6 +0%
BCA
1190
Bay Colony Advisors
Massachusetts
$878K -$53.3K -902 -6%
GFA
1191
Gallagher Fiduciary Advisors
Illinois
$872K -$55K -931 -6%
SYBT
1192
Stock Yards Bank & Trust
Kentucky
$872K -$2.83K -48 -0.3%
SWM
1193
Segment Wealth Management
Texas
$871K -$4.37K -74 -0.5%
CRC
1194
Curi RMB Capital
Illinois
$870K -$104K -1,766 -11%
GI
1195
Gradient Investments
Minnesota
$868K +$38.2K +647 +5%
KIA
1196
Knollwood Investment Advisory
Maryland
$866K +$861K +14,587 New
NWM
1197
Northwest Wealth Management
Iowa
$865K -$8.27K -140 -1%
HNB
1198
Hilltop National Bank
Wyoming
$865K -$52.4K -888 -6%
JWA
1199
JFS Wealth Advisors
Pennsylvania
$865K -$104K -1,756 -11%
FPGT
1200
Financial Partners Group (Tennessee)
Tennessee
$862K -$202K -3,423 -19%

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.