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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
TAM
1476
Titleist Asset Management
Texas
$476K +$8.62K +146 +2%
BTIM
1477
BancFirst Trust & Investment Management
Oklahoma
$476K +$18.2K +309 +4%
FMB
1478
Field & Main Bank
Kentucky
$476K +$66.6K +1,128 +16%
LA
1479
Lakeside Advisors
Washington
$476K -$11.5K -194 -2%
SCP
1480
Sivia Capital Partners
California
$474K -$138K -2,330 -23%
FTIS
1481
First Trust Investment Solutions
Florida
$474K +$57.6K +976 +14%
WDL
1482
Well Done LLC
Michigan
$473K +$38.8K +658 +9%
ICP
1483
Interchange Capital Partners
Pennsylvania
$472K +$255K +4,322 +119%
ONST
1484
Old North State Trust
North Carolina
$471K
CAM
1485
Campion Asset Management
Virginia
$467K -$8.86K -150 -2%
SFB
1486
STAR Financial Bank
Indiana
$466K -$24.7K -418 -5%
WC
1487
Weil Company
California
$464K -$826 -14 -0.2%
MAM
1488
McCarthy Asset Management
California
$463K -$102K -1,720 -18%
SIG
1489
Sky Investment Group
Connecticut
$462K -$590 -10 -0.1%
AA
1490
Auxano Advisors
Washington
$462K +$7.5K +127 +2%
DA
1491
Doliver Advisors
Texas
$461K
PCP
1492
Proficio Capital Partners
Massachusetts
$461K +$29.6K +501 +7%
FI
1493
Financial Insights
Washington
$460K +$241K +4,078 +111%
AC
1494
AlphaCore Capital
California
$460K -$4.49K -76 -1%
CA
1495
Cambridge Advisors
Nebraska
$458K +$50.3K +852 +12%
MA
1496
MCF Advisors
Kentucky
$457K -$13.2K -224 -3%
GL
1497
GHE LLC
Tennessee
$457K -$1.77K -30 -0.4%
MFG
1498
Mosaic Financial Group
Illinois
$455K -$56.9K -964 -11%
VST
1499
Van Strum & Towne
California
$454K
BFWA
1500
Benchmark Financial Wealth Advisors
Florida
$454K +$8.5K +144 +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.