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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
VC
1501
Vicus Capital
Pennsylvania
$453K +$61.3K +1,039 +16%
UWPG
1502
Ullmann Wealth Partners Group
Florida
$450K -$413 -7 -0.1%
BA
1503
Bristlecone Advisors
Washington
$448K -$38.3K -648 -8%
TWM
1504
Thrive Wealth Management
Pennsylvania
$445K -$7.03K -119 -2%
IF
1505
Integrity Financial
Wyoming
$445K +$443K +7,498 New
KP
1506
Keel Point
Alabama
$445K +$102K +1,731 +26%
FA
1507
Faithward Advisors
Pennsylvania
$445K -$13.8K -234 -3%
AWE
1508
Avidian Wealth Enterprises
Texas
$442K +$83.4K +1,413 +23%
CWS
1509
Confluence Wealth Services
Pennsylvania
$440K -$590 -10 -0.1%
SSA
1510
Sierra Summit Advisors
Nevada
$440K +$27.6K +467 +7%
BCCM
1511
Bridge Creek Capital Management
Massachusetts
$439K
IDA
1512
Intelligence Driven Advisers
California
$439K +$436K +7,385 New
SWA
1513
Stratos Wealth Advisors
Ohio
$437K -$22.7K -384 -5%
MAWA
1514
Moss Adams Wealth Advisors
Washington
$437K +$108K +1,830 +33%
EFL
1515
ERn Financial LLC
Wisconsin
$437K +$36.1K +612 +9%
TH
1516
TCTC Holdings
Texas
$437K +$1.06K +18 +0.2%
FFA
1517
Founders Financial Alliance
North Carolina
$437K +$22.3K +378 +5%
FDS
1518
First Dallas Securities
Texas
$437K
PCI
1519
Pacifica Capital Investments
Texas
$436K
HT
1520
Heritage Trust
Oklahoma
$435K +$5.9K +100 +1%
DIM
1521
Delta Investment Management
California
$435K
CTC (Chicago Trading Company)
1522
CTC (Chicago Trading Company)
Illinois
$434K +$432K +7,314 New
GWANC
1523
Guardian Wealth Advisors (North Carolina)
North Carolina
$434K -$945 -16 -0.2%
CL
1524
COWA LLC
Oklahoma
$434K -$5.9K -100 -1%
FAM
1525
Formidable Asset Management
Ohio
$433K -$309K -5,232 -42%

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.