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Wells Fargo

2,256 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: 2,2002,256 (+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
2,256
Holders Change
+56
Holders Change %
+2.55%
% of All Funds
32.58%
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
GLA
101
Great Lakes Advisors
Illinois
$137M -$7.17M -121,537 -5%
HighTower Advisors
102
HighTower Advisors
Illinois
$135M +$5.85M +99,026 +5%
Massachusetts Financial Services
103
Massachusetts Financial Services
Massachusetts
$132M -$384K -6,506 -0.3%
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
$131M +$78M +1,321,796 +149%
NRCM
105
North Reef Capital Management
California
$131M -$5.9M -100,000 -4%
RI
106
RWWM Inc
California
$130M -$1.98M -33,609 -2%
HF
107
HRT Financial
New York
$130M +$103M +1,749,204 +399%
KeyBank National Association
108
KeyBank National Association
Ohio
$130M +$836K +14,157 +0.7%
Retirement Systems of Alabama
109
Retirement Systems of Alabama
Alabama
$127M -$14.1M -238,110 -10%
Wells Fargo
110
Wells Fargo
California
$126M -$4.35M -73,734 -3%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$125M -$11M -185,741 -8%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$124M -$10.2M -171,961 -8%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$123M -$32.5M -551,208 -21%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$123M +$40M +678,314 +49%
Schroder Investment Management Group
115
Schroder Investment Management Group
United Kingdom
$121M +$10.1M +171,626 +9%
TD Asset Management
116
TD Asset Management
Ontario, Canada
$121M -$3M -50,865 -2%
EIP
117
Epoch Investment Partners
New York
$120M -$3.03M -51,329 -2%
LPL Financial
118
LPL Financial
California
$120M +$10.5M +177,750 +10%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$118M +$57.4M +973,063 +97%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$113M -$5.3M -89,805 -4%
KBC Group
121
KBC Group
Belgium
$112M +$93.9M +1,589,966 +552%
MIS
122
Morningstar Investment Services
Illinois
$106M -$975K -16,517 -0.9%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$105M -$9.28M -157,260 -8%
UM
124
UniSuper Management
Australia
$105M +$34M +575,834 +48%
Calamos Advisors
125
Calamos Advisors
Illinois
$105M -$2.98M -50,435 -3%

WFC Hedge Fund Activity: Q2 2024 in Review

2,256 of the 6,924 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.

  • 2,256 institutional investors held Wells Fargo (WFC) as of Q2 2024, up from 2,200 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.