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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
Financial Engines Advisors
1376
Financial Engines Advisors
California
$580K +$40.1K +680 +7%
BFM
1377
Boothbay Fund Management
New York
$580K -$1.31M -22,263 -70%
AIM
1378
Athena Investment Management
California
$580K -$19.6K -332 -3%
SCM
1379
Sterneck Capital Management
Missouri
$579K -$66.7K -1,129 -10%
RCM
1380
RB Capital Management
Nevada
$577K -$5.08K -86 -0.9%
CCG
1381
Catalina Capital Group
California
$577K +$121K +2,051 +27%
RCWM
1382
Royal Capital Wealth Management
Indiana
$575K +$708 +12 +0.1%
VP
1383
Verum Partners
North Carolina
$573K +$1.24K +21 +0.2%
TIM
1384
Thompson Investment Management
Wisconsin
$573K -$1.86M -31,472 -77%
IHWM
1385
Iron Horse Wealth Management
Iowa
$572K -$8.8K -149 -2%
HFM
1386
Hartford Financial Management
Connecticut
$570K
STA
1387
Smith Thornton Advisors
Alabama
$570K +$566K +9,591 New
GIA
1388
Gladstone Institutional Advisory
Florida
$568K +$102K +1,732 +22%
HI
1389
Humankind Investments
New York
$568K +$73.8K +1,250 +15%
SWC
1390
Spectrum Wealth Counsel
Indiana
$568K +$40.2K +681 +8%
AP
1391
Appleton Partners
Massachusetts
$568K -$27.3K -463 -5%
MCM
1392
Monarch Capital Management
Indiana
$567K
IIA
1393
Integral Investment Advisors
California
$567K +$44.3K +751 +8%
CP
1394
Creekside Partners
California
$566K +$563K +9,537 New
BIP
1395
Blueprint Investment Partners
North Carolina
$566K +$108K +1,832 +24%
SIM
1396
Sentry Investment Management
Wisconsin
$564K -$670K -11,345 -54%
WFI
1397
West Family Investments
California
$564K
LW
1398
Linscomb Wealth
Texas
$564K +$11.1K +188 +2%
AIM
1399
Aspen Investment Management
Michigan
$563K -$5.9K -100 -1%
WB
1400
West Bancorporation
Iowa
$561K

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.