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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
FNBTCON
1526
First National Bank & Trust Co of Newtown
Pennsylvania
$433K
UAG
1527
United Advisor Group
Ohio
$432K +$430K +7,280 New
BLC
1528
Brown, Lisle/Cummings
Rhode Island
$431K +$190K +3,210 +79%
PWA
1529
Physician Wealth Advisors
Utah
$431K +$177 +3 +0%
WCG
1530
Weaver Consulting Group
California
$431K -$77.9K -1,320 -15%
SCM
1531
Steele Capital Management
Iowa
$431K -$105K -1,775 -20%
LA
1532
Lynch & Associates
Indiana
$431K
CA
1533
Cornerstone Advisory
Maryland
$430K +$1.83K +31 +0.4%
AC
1534
Addison Capital
Pennsylvania
$429K +$85.1K +1,441 +25%
AFT
1535
Alpha Family Trust
California
$429K
PSB
1536
Piscataqua Savings Bank
New Hampshire
$428K -$2.24K -38 -0.5%
PP
1537
Patten & Patten
Tennessee
$427K +$59K +1,000 +16%
CWP
1538
Concord Wealth Partners
Virginia
$426K -$154K -2,609 -27%
SAM
1539
Summit Asset Management
Tennessee
$425K +$20.7K +350 +5%
WA
1540
Waddell & Associates
Tennessee
$424K +$35.3K +598 +9%
M1FG
1541
Mach-1 Financial Group
Arkansas
$423K +$52.2K +884 +14%
NHT
1542
New Hampshire Trust
New Hampshire
$422K
SAM
1543
S.A. Mason
Michigan
$422K
SB
1544
Simmons Bank
Arkansas
$422K -$24.2K -410 -5%
SVWAG
1545
Sound View Wealth Advisors Group
Georgia
$421K -$11.9K -201 -3%
GAA
1546
Global Assets Advisory
Florida
$420K -$2.27M -38,436 -84%
JWBC
1547
John W. Brooker & Co
California
$420K +$10.1K +171 +2%
WMP
1548
Wealth Management Partners
Arizona
$420K +$418K +7,073 New
SAM
1549
Sequent Asset Management
Texas
$420K +$418K +7,073 New
CB
1550
Cadence Bank
Mississippi
$419K -$1.77K -30 -0.4%

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.