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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
Members Trust
1276
Members Trust
Florida
$738K -$1.3K -22 -0.2%
EW
1277
Element Wealth
Mississippi
$738K -$22.6K -382 -3%
AC
1278
ASB Consultores
Florida
$735K -$680K -11,520 -48%
WWM
1279
Western Wealth Management
Colorado
$733K -$2.01K -34 -0.3%
CCM
1280
Chiron Capital Management
Florida
$731K -$437K -7,401 -38%
NC
1281
nVerses Capital
Florida
$730K +$703K +11,900 +2,975%
CCM
1282
Chilton Capital Management
Texas
$730K +$15.8K +268 +2%
IWA
1283
Icon Wealth Advisors
Texas
$730K +$193K +3,268 +36%
LA
1284
Legacy Advisors
Pennsylvania
$728K +$214K +3,626 +42%
SC
1285
Sepio Capital
Utah
$726K -$490K -8,302 -40%
WI
1286
Wintrust Investments
Illinois
$725K -$3.84K -65 -0.5%
TAM
1287
Tocqueville Asset Management
New York
$725K +$67.4K +1,141 +10%
CFGS
1288
Concourse Financial Group Securities
Alabama
$725K +$27.8K +471 +4%
AC
1289
Allstate Corporation
Illinois
$725K
LWM
1290
Liberty Wealth Management
California
$722K +$16.6K +282 +2%
LF
1291
LifePlan Financial
Minnesota
$717K -$365K -6,183 -34%
GCM
1292
Greenland Capital Management
New York
$716K +$712K +12,055 New
SAM
1293
Smartleaf Asset Management
Massachusetts
$715K +$127K +2,149 +21%
BMCM
1294
Black Maple Capital Management
Wisconsin
$713K -$118K -2,000 -14%
PWW
1295
Pettyjohn Wood & White
Virginia
$708K -$34.9K -592 -5%
PFBT
1296
Parkside Financial Bank & Trust
Missouri
$705K +$17K +288 +2%
KMWM
1297
Keudell/Morrison Wealth Management
Oregon
$702K -$175K -2,972 -20%
CCA
1298
Childress Capital Advisors
Texas
$698K +$75.6K +1,280 +12%
FTC
1299
Farmers Trust Company
Ohio
$693K -$4.66K -79 -0.7%
CCWM
1300
Correct Capital Wealth Management
Missouri
$690K -$2.01K -34 -0.3%

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.