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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
IFA
1626
Index Fund Advisors
California
$367K +$365K +6,186 New
MAG
1627
M3 Advisory Group
Massachusetts
$364K +$11.8K +200 +3%
CBT
1628
CoreFirst Bank & Trust
Kansas
$364K -$4.13K -70 -1%
SWM
1629
Silverlake Wealth Management
Vermont
$362K +$30.3K +513 +9%
VCP
1630
Verus Capital Partners
Arizona
$361K +$71.3K +1,207 +25%
LWM
1631
Lakeridge Wealth Management
Ohio
$361K +$359K +6,079 New
TFF
1632
The Family Firm
Maryland
$360K -$4.84K -82 -1%
SIA
1633
SeaBridge Investment Advisors
New Jersey
$359K
SMWM
1634
Silvia McColl Wealth Management
California
$359K +$118 +2 +0%
CS
1635
Candriam SCA
Luxembourg
$358K
NFP
1636
Narus Financial Partners
Utah
$358K +$50.2K +851 +16%
RZH
1637
Relyea Zuckerberg Hanson
Connecticut
$357K +$9.74K +165 +3%
1WA
1638
180 Wealth Advisors
Washington
$357K +$350K +5,936 New
FAM
1639
Fenimore Asset Management
New York
$356K
JAIC
1640
Josh Arnold Investment Consultant
Minnesota
$356K
KNW
1641
Kesler Norman & Wride
Utah
$356K +$1.12K +19 +0.3%
BEW
1642
Burton Enright Welch
California
$356K -$9.15K -155 -3%
AF
1643
Arrow Financial
New York
$356K -$16.5K -280 -4%
SFS
1644
Stiles Financial Services
Minnesota
$356K -$33.5K -567 -9%
LWM
1645
LongView Wealth Management
Georgia
$355K +$353K +5,981 New
SFI
1646
SPC Financial Inc
Maryland
$354K +$59 +1 +0%
OLA
1647
Oliver Luxxe Assets
New Jersey
$353K +$2.3K +39 +0.7%
EMAM
1648
Encompass More Asset Management
California
$353K +$30.2K +512 +9%
AP
1649
Atwood & Palmer
Missouri
$352K
PTB
1650
Pioneer Trust Bank
Oregon
$350K

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.