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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
FFO
1651
Fortitude Family Office
Arizona
$350K +$12K +203 +4%
IAG
1652
Investment Advisory Group
Massachusetts
$349K +$1.24K +21 +0.4%
CWG
1653
Cornerstone Wealth Group
North Carolina
$349K +$49.7K +842 +17%
ACM
1654
Arcataur Capital Management
Wisconsin
$348K -$3.54K -60 -1%
PMSA
1655
Patrick M. Sweeney & Associates
Illinois
$348K +$39K +660 +12%
WF
1656
Wayfinding Financial
Washington
$346K -$24.4K -413 -7%
BI
1657
Ballast Inc
Kentucky
$345K +$7.26K +123 +2%
BBW
1658
Blue Barn Wealth
Utah
$345K +$18.6K +315 +6%
ZIG
1659
Zullo Investment Group
Pennsylvania
$345K -$236 -4 -0.1%
CC
1660
Callan Capital
California
$345K +$20.2K +342 +6%
MCA
1661
MSH Capital Advisors
Arizona
$343K +$649 +11 +0.2%
ITIM
1662
Indiana Trust & Investment Management
Indiana
$343K +$45.2K +765 +15%
ST
1663
Smithfield Trust
Pennsylvania
$342K -$4.43K -75 -1%
PCM
1664
Parsons Capital Management
Rhode Island
$342K
VWA
1665
Visionary Wealth Advisors
Illinois
$341K -$39.5K -669 -10%
SF
1666
Slagle Financial
Illinois
$340K -$2.31M -39,131 -87%
GFS
1667
GYL Financial Synergies
Connecticut
$340K -$87.3K -1,478 -21%
NCM
1668
Narwhal Capital Management
Georgia
$339K -$3.42K -58 -1%
SGI
1669
Summit Global Investments
Utah
$339K -$6.61K -112 -2%
CFP
1670
Cascade Financial Partners
California
$336K -$59K -1,000 -15%
BOH
1671
Bank of Hawaii
Hawaii
$336K +$53.6K +908 +19%
GCM
1672
G2 Capital Management
Ohio
$335K
AWA
1673
Alaska Wealth Advisors
Alaska
$334K -$24.6K -417 -7%
FOA
1674
Five Oceans Advisors
California
$334K +$71.8K +1,216 +28%
BFIC
1675
Bedell Frazier Investment Counselling
California
$333K -$16.2K -275 -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.