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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
GFP
1201
Gryphon Financial Partners
Ohio
$859K -$194K -3,289 -19%
SFG
1202
Sather Financial Group
Texas
$858K -$97.9K -1,658 -10%
LGA
1203
Lebenthal Global Advisors
New York
$858K -$34.2K -579 -4%
Legacy Financial Group (Iowa)
1204
Legacy Financial Group (Iowa)
Iowa
$857K -$24.7K -418 -3%
LF
1205
LifeSteps Financial
California
$856K +$177 +3 +0%
WP
1206
Wealthspan Partners
Iowa
$853K +$48.8K +826 +6%
FPB
1207
First PREMIER Bank
South Dakota
$850K
PWLP
1208
Prio Wealth Limited Partnership
Massachusetts
$850K
FNBSF
1209
First National Bank Sioux Falls
South Dakota
$850K
AWA
1210
Aaron Wealth Advisors
Illinois
$849K +$113K +1,913 +15%
SIA
1211
Strategic Investment Advisors
Michigan
$848K -$6.08K -103 -0.7%
CWP
1212
Cyndeo Wealth Partners
Florida
$847K +$366K +6,199 +77%
WPW
1213
Waldron Private Wealth
Pennsylvania
$845K -$63.7K -1,079 -7%
PGIM
1214
Pacific Global Investment Management
California
$840K -$4.78K -81 -0.6%
BMA
1215
Brooks Moore & Associates
Tennessee
$837K
AW
1216
Avion Wealth
Texas
$832K -$85.7K -1,452 -9%
CA
1217
Claro Advisors
Massachusetts
$828K +$116K +1,968 +16%
KJWM
1218
Kiley Juergens Wealth Management
Washington
$826K -$9.68K -164 -1%
PI
1219
PFG Investments
New York
$825K +$71.7K +1,214 +10%
PCM
1220
Pointe Capital Management
Michigan
$825K +$2.95K +50 +0.4%
CS
1221
Cannell & Spears
New York
$824K
HBT
1222
Hills Bank & Trust
Iowa
$823K +$65.8K +1,114 +9%
PAMG
1223
Patton Albertson Miller Group
Tennessee
$823K +$501K +8,494 +158%
CIA
1224
Cladis Investment Advisory
Montana
$821K +$59 +1 +0%
PNC
1225
Park National Corp
Ohio
$819K +$649 +11 +0.1%

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.