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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
DMC
1576
Drexel Morgan & Co
Pennsylvania
$401K
FRA
1577
Front Row Advisors
California
$399K +$11.6K +196 +3%
PMFA
1578
Plante Moran Financial Advisors
Michigan
$399K
SHGA
1579
Sand Hill Global Advisors
California
$399K
WWMSC
1580
Wagner Wealth Management (South Carolina)
South Carolina
$399K -$886 -15 -0.2%
CCWM
1581
Cassaday & Co Wealth Management
Virginia
$398K -$386K -6,535 -49%
CP
1582
Canopy Partners
Ohio
$397K +$11.2K +190 +3%
AB
1583
Atlas Brown
Kentucky
$396K +$29.2K +495 +8%
ZB
1584
Zions Bancorporation
Utah
$396K -$181K -3,068 -32%
EWA
1585
ERTS Wealth Advisors
Michigan
$396K -$767 -13 -0.2%
GWWM
1586
Great Waters Wealth Management
Minnesota
$395K +$393K +6,652 New
TFA
1587
Transamerica Financial Advisors
Florida
$393K
TC
1588
TradeLink Capital
Illinois
$392K +$390K +6,600 New
SB
1589
Sunflower Bank
Texas
$392K +$25.6K +434 +7%
WP
1590
WealthShield Partners
North Carolina
$392K -$8.56K -145 -2%
BWM
1591
BNC Wealth Management
Oregon
$389K +$59 +1 +0%
EGA
1592
E&G Advisors
Texas
$388K +$27.9K +472 +8%
BWP
1593
Baldwin Wealth Partners
Massachusetts
$388K -$10.3K -174 -3%
BWA
1594
Bordeaux Wealth Advisors
California
$387K +$385K +6,517 New
CWG
1595
Crown Wealth Group
North Carolina
$387K -$40.1K -680 -9%
ACM
1596
Ayrshire Capital Management
Connecticut
$386K +$41.3K +700 +12%
OAM
1597
Occidental Asset Management
California
$385K +$59.7K +1,011 +18%
SIS
1598
Sound Income Strategies
Florida
$385K +$5.37K +91 +1%
SEIA
1599
Signature Estate & Investment Advisors
California
$384K +$382K +6,470 New
AFP
1600
Ausdal Financial Partners
Iowa
$384K -$21.7K -367 -5%

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.