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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
ML
1676
McAdam LLC
Pennsylvania
$333K +$10.5K +178 +3%
DA
1677
Detalus Advisors
Missouri
$333K
JWM
1678
Janiczek Wealth Management
Colorado
$332K +$5.96K +101 +2%
SMC
1679
Smith, Moore & Co
Missouri
$330K -$57K -965 -15%
RDWM
1680
Red Door Wealth Management
Tennessee
$330K -$64.1K -1,086 -16%
WIA
1681
World Investment Advisors
California
$328K +$327K +5,531 New
PWP
1682
Pursue Wealth Partners
California
$328K -$116K -1,970 -26%
CA
1683
Crewe Advisors
Utah
$328K +$18.1K +306 +6%
LPT
1684
Legacy Private Trust
Wisconsin
$327K +$17.7K +300 +6%
AA
1685
Advisory Alpha
Michigan
$326K +$15.9K +270 +5%
CUAMC
1686
China Universal Asset Management Company
China
$326K -$107K -1,808 -25%
WAM
1687
Weinberger Asset Management
California
$325K +$1.65K +28 +0.5%
HCMG
1688
Howard Capital Management Group
California
$324K
RFA
1689
Register Financial Advisors
Georgia
$322K -$11.5K -195 -3%
BHWM
1690
Bar Harbor Wealth Management
New Hampshire
$321K
IWA
1691
IBEX Wealth Advisors
New Jersey
$321K +$319K +5,410 New
HWA
1692
HHM Wealth Advisors
Tennessee
$321K -$14.2K -241 -4%
BGAI
1693
Bruce G. Allen Investments
Colorado
$321K +$17.5K +296 +6%
MFWP
1694
Mosaic Family Wealth Partners
Missouri
$320K +$4.61K +78 +1%
BAG
1695
Bridgewealth Advisory Group
California
$320K +$59 +1 +0%
IC
1696
Inscription Capital
Texas
$320K
MFG
1697
Magnus Financial Group
New York
$319K +$9.51K +161 +3%
OL
1698
Optas LLC
Texas
$319K +$27.5K +466 +9%
NCM
1699
Nelson Capital Management
California
$319K +$317K +5,370 New
AW
1700
Alaethes Wealth
Nevada
$318K

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.