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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
TCB
1426
Texas Capital Bancshares
Texas
$532K -$21.1K -358 -4%
WLPWM
1427
Walled Lake Planning & Wealth Management
Illinois
$532K +$4.55K +77 +0.9%
CCS
1428
Concentric Capital Strategies
Connecticut
$529K +$526K +8,907 New
SWM
1429
SilverOak Wealth Management
Minnesota
$529K -$46.9K -794 -8%
NBT
1430
Northwest Bank & Trust
Iowa
$525K +$446K +7,559 +588%
CCA
1431
Carrera Capital Advisors
Michigan
$525K +$522K +8,839 New
GITFIT
1432
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$525K -$41.3K -700 -7%
TAM
1433
Tucker Asset Management
Colorado
$524K -$5.67K -96 -1%
POIA
1434
Pin Oak Investment Advisors
Texas
$524K +$29.5K +500 +6%
MIP
1435
Marietta Investment Partners
Wisconsin
$523K
MCM
1436
Manchester Capital Management
Vermont
$522K -$26.7K -452 -5%
1WM
1437
1900 Wealth Management
Texas
$522K -$11.7K -199 -2%
HCM
1438
Hodges Capital Management
Texas
$521K -$29.5K -500 -5%
FSCM
1439
Front Street Capital Management
Montana
$521K -$20.1K -340 -4%
HI
1440
Hudock Inc
Pennsylvania
$520K +$59 +1 +0%
AMG
1441
Advisors Management Group
Wisconsin
$520K -$27K -457 -5%
FWP
1442
FAS Wealth Partners
Kansas
$520K +$1.65K +28 +0.3%
NIM
1443
Northeast Investment Management
Massachusetts
$519K
RMDI
1444
R.M. Davis Inc
Maine
$518K
BCA
1445
Bray Capital Advisors
Florida
$517K +$295 +5 +0.1%
EWM
1446
Evermay Wealth Management
Virginia
$517K
SC
1447
Summa Corp
Texas
$517K
BAM
1448
Belpointe Asset Management
Nevada
$514K -$588K -9,967 -54%
LA
1449
LVW Advisors
New York
$514K -$33.1K -561 -6%
WPWM
1450
Western Pacific Wealth Management
Illinois
$509K -$9.68K -164 -2%

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.