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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
PWM
1401
Prentice Wealth Management
New York
$560K +$10.9K +184 +2%
OL
1402
OneFund LLC
Florida
$559K +$9.33K +158 +2%
SIM
1403
Stratos Investment Management
Ohio
$558K +$9.74K +165 +2%
PP
1404
PDS Planning
Ohio
$557K +$59.3K +1,005 +12%
BFO
1405
Biltmore Family Office
North Carolina
$557K +$40.3K +682 +8%
PIA
1406
Perennial Investment Advisors
California
$556K -$109K -1,843 -16%
MSFS
1407
Main Street Financial Solutions
Pennsylvania
$556K +$136K +2,301 +33%
RCG
1408
Regatta Capital Group
California
$555K -$9.68K -164 -2%
RCM
1409
Raleigh Capital Management
North Carolina
$553K +$63.9K +1,082 +13%
SC
1410
SouthState Corp
Florida
$553K -$49.1K -832 -8%
HIA
1411
Harbor Investment Advisory
Maryland
$553K -$1.42K -24 -0.3%
RC
1412
Rovin Capital
Arizona
$552K -$338K -5,718 -38%
ST
1413
Spinnaker Trust
Maine
$551K +$31.5K +533 +6%
Koshinski Asset Management
1414
Koshinski Asset Management
Illinois
$550K -$45.5K -771 -8%
CFA
1415
Cahill Financial Advisors
Minnesota
$548K +$5.14K +87 +1%
RFM
1416
Royal Fund Management
Florida
$547K -$590 -10 -0.1%
LJAC
1417
L.J. Altfest & Co
New York
$546K +$5.2K +88 +1%
B
1418
Bailard
California
$544K +$109K +1,843 +25%
CW
1419
CIC Wealth
Maryland
$543K -$71.4K -1,209 -12%
TL
1420
Tradewinds LLC
North Carolina
$539K +$536K +9,077 New
WCA
1421
Westover Capital Advisors
Delaware
$537K
TCM
1422
Triumph Capital Management
Colorado
$536K +$2.42K +41 +0.5%
WIM
1423
WealthPlan Investment Management
Nebraska
$535K +$1.06K +18 +0.2%
CNBT
1424
Canandaigua National Bank & Trust
New York
$535K -$58.6K -992 -10%
CIM
1425
CIM Investment Management
Pennsylvania
$533K -$3.13K -53 -0.6%

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.