We are live on ! Find out more
WFC icon

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
SFP
1601
Sweet Financial Partners
Minnesota
$383K -$11.6K -197 -3%
ITFISA
1602
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$383K -$6.26K -106 -2%
TIA
1603
Traphagen Investment Advisors
New Jersey
$382K +$30.5K +517 +9%
FLPIM
1604
F.L. Putnam Investment Management
Massachusetts
$382K +$36.2K +613 +11%
FIM
1605
Fruth Investment Management
Texas
$381K -$5.9K -100 -2%
CIA
1606
Cape Investment Advisory
Georgia
$381K -$9.68K -164 -2%
TGAM
1607
TBH Global Asset Management
Tennessee
$379K
LRIA
1608
Leonard Rickey Investment Advisors
Washington
$378K +$70K +1,186 +23%
AFA
1609
AA Financial Advisors
Ohio
$378K -$9.15K -155 -2%
CW
1610
CreativeOne Wealth
Kansas
$377K -$173K -2,926 -32%
FAIM
1611
Financial Advocates Investment Management
Washington
$377K +$24.1K +408 +7%
CG
1612
CFO4Life Group
Texas
$377K +$59.2K +1,002 +19%
NED
1613
Nancy E. Dempze
$374K +$372K +6,302 New
FFC
1614
First Financial Corp
Indiana
$373K
SMA
1615
Seven Mile Advisory
New Jersey
$372K +$4.01K +68 +1%
KCFA
1616
Key Client Fiduciary Advisors
New Jersey
$371K -$8.56K -145 -2%
AFG
1617
Allegheny Financial Group
Pennsylvania
$371K -$1.42K -24 -0.4%
LB
1618
Legacy Bridge
Iowa
$370K
PA
1619
Procyon Advisors
Connecticut
$370K -$5.84M -98,933 -94%
HIG
1620
Heritage Investment Group
Florida
$369K
NPA
1621
Nichols & Pratt Advisers
Massachusetts
$368K -$53.1K -900 -13%
ACG
1622
Allen Capital Group
Nebraska
$368K +$7.85K +133 +2%
WA
1623
Wealthstream Advisors
New York
$368K +$5.67K +96 +2%
CNB
1624
Camden National Bank
Maine
$368K +$366K +6,194 New
EP
1625
EPIQ Partners
Minnesota
$368K

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.