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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
GTAM
1351
Global Trust Asset Management
Florida
$613K -$8.56K -145 -1%
AWAP
1352
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$611K -$50.7K -859 -8%
SSWM
1353
Sheets Smith Wealth Management
North Carolina
$611K +$7.08K +120 +1%
SC
1354
Steph & Co
Wisconsin
$609K
BW
1355
Basepoint Wealth
Iowa
$608K -$13.8K -233 -2%
JC
1356
Jacobs & Co
California
$608K -$18.6K -315 -3%
KFGK
1357
Keystone Financial Group (Kentucky)
Kentucky
$605K +$23.9K +404 +4%
SCM
1358
Sebold Capital Management
Illinois
$603K -$30.1K -510 -5%
SSB
1359
Sandy Spring Bank
Maryland
$601K -$25.1K -425 -4%
QPWM
1360
Quadrant Private Wealth Management
Pennsylvania
$594K -$41.4K -702 -7%
KLCM
1361
KG&L Capital Management
Louisiana
$594K +$41.2K +698 +7%
PCM
1362
PAR Capital Management
Massachusetts
$594K
MM
1363
MQS Management
New York
$593K +$224K +3,790 +61%
ZIG
1364
Zuckerman Investment Group
Illinois
$592K
QWM
1365
Quadcap Wealth Management
Texas
$591K -$15.1K -256 -3%
CWM
1366
Circle Wealth Management
New Jersey
$590K -$334K -5,665 -36%
GSC
1367
G&S Capital
Colorado
$590K -$58.7K -994 -9%
SQA
1368
Simon Quick Advisors
New Jersey
$590K +$104K +1,760 +22%
MCM
1369
Monument Capital Management
Virginia
$588K +$2.13K +36 +0.4%
BMC
1370
Beaton Management Company
Massachusetts
$588K -$5.9K -100 -1%
AA
1371
Alta Advisers
United Kingdom
$588K
WB
1372
Webster Bank
Connecticut
$587K -$15.6K -265 -3%
BFC
1373
Bedel Financial Consulting
Indiana
$585K +$1.12K +19 +0.2%
RT
1374
Rockland Trust
Massachusetts
$585K -$39.3K -666 -6%
IFWM
1375
Institute for Wealth Management
Colorado
$585K -$32.3K -547 -5%

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.