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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
VIM
1301
VELA Investment Management
Ohio
$689K -$477K -8,086 -41%
DLA
1302
Douglas Lane & Associates
New York
$687K +$9.86K +167 +1%
MBTD
1303
Mechanics Bank - Trust Department
California
$685K +$47.2K +800 +7%
IIA
1304
IPG Investment Advisors
California
$685K
ALAM
1305
Asahi Life Asset Management
Japan
$685K +$198K +3,360 +41%
T
1306
TOBAM
France
$683K -$246K -4,168 -27%
CIC
1307
Chilton Investment Company
Connecticut
$681K +$472K +8,000 +231%
AWAU
1308
Alliance Wealth Advisors (Utah)
Utah
$678K -$39.4K -668 -6%
FFM
1309
Flagstone Financial Management
Nebraska
$678K +$13.8K +233 +2%
CAC
1310
Core Alternative Capital
Georgia
$677K +$304K +5,154 +83%
HWA
1311
HCR Wealth Advisors
California
$677K
CCM
1312
Carlson Capital Management
Minnesota
$677K +$2.54K +43 +0.4%
PTP
1313
Platform Technology Partners
New York
$677K +$673K +11,395 New
TFO
1314
Tarbox Family Office
California
$677K +$54.3K +919 +9%
QC
1315
Quent Capital
New York
$673K +$46.8K +792 +8%
SLWA
1316
San Luis Wealth Advisors
California
$672K +$668K +11,323 New
VCAM
1317
Van Cleef Asset Management
Ohio
$672K -$103K -1,750 -13%
ATFA
1318
All Terrain Financial Advisors
Minnesota
$671K +$49.3K +835 +8%
TCM
1319
Tributary Capital Management
Nebraska
$671K -$20.7K -350 -3%
CA
1320
Cumberland Advisors
Florida
$671K
AIA
1321
AIMZ Investment Advisors
California
$667K -$64.6K -1,095 -9%
AWM
1322
Aviso Wealth Management
Washington
$667K +$27.1K +459 +4%
RWA
1323
River Wealth Advisors
Pennsylvania
$665K
CH
1324
Cromwell Holdings
Wyoming
$663K +$659K +11,171 New
GLA
1325
Good Life Advisors
Pennsylvania
$663K -$18.5K -314 -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.