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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
WAP
1251
Wealthcare Advisory Partners
Pennsylvania
$766K -$30.8K -522 -4%
CWM
1252
C2C Wealth Management
Arizona
$764K
ECG
1253
Edge Capital Group
Georgia
$763K -$167K -2,828 -18%
9WM
1254
9258 Wealth Management
Ohio
$762K +$177 +3 +0%
HWMA
1255
Heritage Wealth Management (Arizona)
Arizona
$762K +$1.12K +19 +0.1%
HFO
1256
Heritage Family Offices
Arizona
$762K +$758K +12,833 New
ISL
1257
Ingalls & Snyder LLC
New York
$762K
PI
1258
PineBridge Investments
New York
$760K -$93.9K -1,591 -11%
CT
1259
Chicago Trust
Illinois
$760K +$44.6K +756 +6%
FLI
1260
Family Legacy Inc
South Carolina
$760K
WA1
1261
Wimmer Associates 1
California
$760K
AF
1262
Apexium Financial
Texas
$760K -$2.15M -36,427 -74%
FFG
1263
Fiduciary Financial Group
California
$757K +$741K +12,559 New
PWMAG
1264
Pinnacle Wealth Management Advisory Group
New Jersey
$754K +$8.74K +148 +1%
TCOV
1265
Trust Company of Vermont
Vermont
$753K +$25.5K +432 +4%
NSAM
1266
North Star Asset Management
Wisconsin
$753K -$32.7K -554 -4%
TWP
1267
Tyche Wealth Partners
Texas
$751K +$6.67K +113 +0.9%
PFSC
1268
Peoples Financial Services Corp
Pennsylvania
$749K -$189K -3,197 -20%
HH
1269
Hilltop Holdings
Texas
$748K -$2.07K -35 -0.3%
OA
1270
Operose Advisors
Wisconsin
$744K
JFA
1271
JNBA Financial Advisors
Minnesota
$742K -$101K -1,717 -12%
LCWP
1272
Legacy Capital Wealth Partners
Arkansas
$740K +$736K +12,463 New
EAM
1273
Empirical Asset Management
Massachusetts
$740K +$1.11M +18,760 New
PMG
1274
Private Management Group
California
$740K -$34.9K -592 -5%
TC
1275
Taika Capital
Florida
$739K +$735K +12,450 New

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.