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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
CA
1226
Carson Advisory
Georgia
$818K +$68.7K +1,163 +9%
OWP
1227
Obermeyer Wealth Partners
Colorado
$818K -$25.9K -439 -3%
SWM
1228
Shakespeare Wealth Management
Wisconsin
$815K +$826 +14 +0.1%
VPP
1229
Vertex Planning Partners
Illinois
$814K +$6.2K +105 +0.8%
BEI
1230
Benjamin Edwards Inc
Missouri
$812K +$33.8K +572 +4%
NCM
1231
Neumann Capital Management
California
$809K
FMLI
1232
Fukoku Mutual Life Insurance
Japan
$807K -$38.3K -648 -5%
RIA
1233
Richwood Investment Advisors
Ohio
$806K -$2.95K -50 -0.4%
CPA
1234
Cardiff Park Advisors
California
$803K +$1K +17 +0.1%
SCTC
1235
Sanibel Captiva Trust Company
Florida
$803K +$103K +1,745 +15%
BTW
1236
Boston Trust Walden
Massachusetts
$803K
PL
1237
Plancorp LLC
Missouri
$803K +$14.2K +240 +2%
FMWA
1238
Forvis Mazars Wealth Advisors
Missouri
$802K -$810K -13,714 -50%
HWP
1239
Highline Wealth Partners
California
$799K +$17.9K +304 +2%
CIG
1240
Cullen Investment Group
Louisiana
$795K -$67.8K -1,148 -8%
BFA
1241
Bragg Financial Advisors
North Carolina
$792K +$25.6K +433 +3%
BAMF
1242
BI Asset Management Fondsmaeglerselskab
Denmark
$791K -$251K -4,252 -24%
IRC
1243
Investors Research Corp
Georgia
$790K -$337K -5,712 -30%
GCM
1244
Gladius Capital Management
Illinois
$786K +$627K +10,621 +407%
Simplex Trading
1245
Simplex Trading
Illinois
$785K +$781K +13,222 New
WAM
1246
Weatherly Asset Management
California
$782K
QWP
1247
Quotient Wealth Partners
Texas
$778K +$38.4K +650 +5%
WA
1248
Wealth Alliance
New York
$774K -$75.2K -1,273 -9%
WBCM
1249
Wilson & Boucher Capital Management
California
$770K
MIA
1250
MeadowBrook Investment Advisors
Michigan
$766K -$14.9K -252 -2%

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.