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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
KSWA
1551
Kathleen S. Wright Associates
Pennsylvania
$417K -$1.12K -19 -0.3%
SW
1552
SteelPeak Wealth
California
$416K -$626K -10,602 -60%
OFG
1553
Oxford Financial Group
Indiana
$416K +$112K +1,895 +37%
LC
1554
Lincoln Capital
Nebraska
$416K +$20.1K +341 +5%
KA
1555
Kearns & Associates
California
$416K
WC
1556
Westhampton Capital
North Carolina
$415K
WTA
1557
Washington Trust Advisors
Massachusetts
$415K -$14.8K -250 -3%
NWWA
1558
New Wave Wealth Advisors
Arkansas
$414K +$412K +6,975 New
SC
1559
Schulhoff & Co
Ohio
$414K +$118 +2 +0%
AIA
1560
Alera Investment Advisors
Illinois
$412K +$410K +6,940 New
MA
1561
MONECO Advisors
Connecticut
$412K -$2.22M -37,632 -84%
WOC
1562
West Oak Capital
California
$411K +$32.5K +550 +9%
BFG
1563
Bouchey Financial Group
New York
$410K +$177 +3 +0%
FFG
1564
Fortem Financial Group
California
$410K -$11K -187 -3%
SIM
1565
SSI Investment Management
California
$408K -$472 -8 -0.1%
RWPA
1566
Richard W. Paul & Associates
Michigan
$406K -$4.96K -84 -1%
MFC
1567
Morris Financial Concepts
South Carolina
$405K
LIA
1568
LBMC Investment Advisors
Tennessee
$404K
MIC
1569
Means Investment Company
Maine
$403K +$43.1K +730 +12%
BC
1570
Belmont Capital
California
$403K +$123K +2,085 +44%
MWM
1571
Modern Wealth Management
Kansas
$403K +$127K +2,154 +47%
D
1572
Diversified
Delaware
$403K +$44.7K +758 +13%
EA
1573
Evolution Advisers
Virginia
$402K -$1.65K -28 -0.4%
OCBCO
1574
Oversea-Chinese Banking Corp (OCBC)
Singapore
$402K +$201K +3,405 +93%
AWM
1575
Aprio Wealth Management
Georgia
$401K +$61.3K +1,039 +18%

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.