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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
PA
1326
PFW Advisors
Georgia
$662K -$19.5K -331 -3%
MCM
1327
Mengis Capital Management
Oregon
$660K -$474K -8,024 -42%
VBFP
1328
Valtinson Bruner Financial Planning
Minnesota
$659K +$1.95K +33 +0.3%
FNT
1329
First Nebraska Trust
Nebraska
$657K
DMBA
1330
Deseret Mutual Benefit Administrators
Utah
$655K -$73.1K -1,238 -10%
AHL
1331
Abel Hall LLC
Louisiana
$652K +$10.5K +178 +2%
CCM
1332
Cohen Capital Management
California
$650K
PCA
1333
Providence Capital Advisors
North Carolina
$650K -$6.07M -102,756 -90%
LCM
1334
Leisure Capital Management
California
$646K -$25.4K -431 -4%
PPG
1335
Peak Planning Group
Colorado
$646K -$58K -982 -8%
KA
1336
Kovack Advisors
Florida
$638K -$23.7K -402 -4%
CFP
1337
Catalyst Financial Partners
Massachusetts
$636K +$44.3K +751 +8%
MBT
1338
Montecito Bank & Trust
California
$636K
FMTC
1339
Farmers & Merchants Trust Company
California
$633K -$675K -11,439 -52%
PWMG
1340
Prestige Wealth Management Group
New Jersey
$633K +$534K +9,050 +564%
ACP
1341
Aviance Capital Partners
Florida
$633K +$85.6K +1,450 +16%
HTI
1342
Hikari Tsushin Inc
Japan
$631K
BBNA
1343
Bremer Bank National Association
Minnesota
$628K -$105K -1,776 -14%
CBA
1344
Coastal Bridge Advisors
Connecticut
$627K
CIC
1345
Crawford Investment Counsel
Georgia
$625K -$84.7K -1,434 -12%
WIC
1346
Woodmont Investment Counsel
Tennessee
$624K -$18.9K -321 -3%
OPCM
1347
Osborne Partners Capital Management
California
$624K
LWP
1348
LMG Wealth Partners
Louisiana
$622K +$2.95K +50 +0.5%
Capstone Investment Advisors
1349
Capstone Investment Advisors
New York
$622K -$494K -8,361 -44%
WBC
1350
West Branch Capital
Massachusetts
$614K +$124K +2,102 +26%

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.