We are live on ! Find out more
WFC icon

Wells Fargo
WFC

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: 73 → 77 (+4)

3% more funds holding

Funds holding: 2,201 → 2,257 (+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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$688M
2
Millennium Management
Millennium Management
New York
+$647M
3
Amundi
Amundi
France
+$362M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$281M
5
UBS AM
UBS AM
Illinois
+$222M

Top Sellers

Rank Fund Capital Flow
1
Sanders Capital
Sanders Capital
Florida
-$1.47B
2
Dodge & Cox
Dodge & Cox
California
-$1.35B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$791M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$524M
5
Capital World Investors
Capital World Investors
California
-$518M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1451
Valmark Advisers
Ohio
$509K +$78K +1,321 +18%
AMIM
1452
Aull & Monroe Investment Management
Alabama
$507K – – –
FPCP
1453
Fort Point Capital Partners
California
$507K -$8.86K -150 -2%
KCM
1454
Kathmere Capital Management
Pennsylvania
$505K +$34.9K +592 +7%
FB
1455
First Bancorp
Maine
$505K -$2.95K -50 -0.6%
WSFS
1456
Wilmington Savings Fund Society
Delaware
$502K +$197K +3,332 +65%
SXL
1457
Summit X LLC
Missouri
$499K +$274K +4,640 +119%
SCA
1458
Sippican Capital Advisors
Massachusetts
$493K – – –
AP
1459
Americana Partners
Texas
$492K +$16.9K +286 +4%
GC
1460
Gratus Capital
Georgia
$492K +$80.1K +1,356 +20%
SFG
1461
SNS Financial Group
Minnesota
$491K -$25K -424 -5%
FCIM
1462
Fairview Capital Investment Management
California
$490K -$50.2K -850 -9%
WA
1463
Wealth Architects
California
$490K -$1.83K -31 -0.4%
IB
1464
Intrust Bank
Kansas
$488K -$19.1K -323 -4%
EA
1465
Everpar Advisors
Oklahoma
$484K +$31.6K +536 +7%
CIC
1466
Cutler Investment Counsel
Oregon
$483K – – –
BFG
1467
Berger Financial Group
Minnesota
$483K +$42.3K +716 +10%
LI
1468
LRI Investments
Florida
$482K +$203K +3,437 +73%
BWG
1469
Beta Wealth Group
California
$482K -$708 -12 -0.1%
NP
1470
Nilsine Partners
Colorado
$482K +$945 +16 +0.2%
MMG
1471
Monetary Management Group
Missouri
$479K – – –
RCA
1472
Resonant Capital Advisors
Wisconsin
$479K +$98.5K +1,669 +26%
OWIM
1473
Old West Investment Management
California
$477K +$474K +8,037 New
LFA
1474
Lauterbach Financial Advisors
Texas
$477K +$3.07K +52 +0.6%
DWM
1475
Destination Wealth Management
California
$476K +$474K +8,021 New
57 58
59
60 61

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.