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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
FCA
1701
FinTrust Capital Advisors
South Carolina
$318K +$36.7K +622 +13%
AF
1702
Aviso Financial
Ontario, Canada
$318K +$316K +5,358 New
SNBOSD
1703
Security National Bank of So Dak
Iowa
$318K
OC
1704
Oakworth Capital
Alabama
$317K -$207K -3,511 -40%
CWM
1705
CarsonAllaria Wealth Management
Illinois
$316K -$20.1K -340 -6%
DSC
1706
Duncker Streett & Co
Missouri
$316K -$7.32K -124 -2%
NRC
1707
New Republic Capital
North Carolina
$316K +$11.5K +195 +4%
JCM
1708
Jacobsen Capital Management
Utah
$315K +$23K +389 +8%
CFG
1709
CKW Financial Group
Hawaii
$315K -$70.8K -1,200 -19%
CC
1710
Constitution Capital
Connecticut
$315K
RP
1711
Raelipskie Partnership
Ontario, Canada
$315K
CWM
1712
Congress Wealth Management
Massachusetts
$315K -$1.13M -19,213 -78%
CT
1713
Coastline Trust
Rhode Island
$313K
WCM
1714
Wallace Capital Management
Texas
$313K
GIA
1715
Guyasuta Investment Advisors
Pennsylvania
$312K
MPCG
1716
Matrix Private Capital Group
New York
$311K +$4.31K +73 +1%
BIC
1717
Beach Investment Counsel
Pennsylvania
$311K
CGH
1718
CMG Global Holdings
Texas
$310K -$67.5K -1,143 -18%
BMMM
1719
Boston Mountain Money Management
Arkansas
$309K
DWM
1720
Denver Wealth Management
Colorado
$309K -$12.4K -210 -4%
MA
1721
MKT Advisors
California
$308K +$472 +8 +0.2%
TCWA
1722
Turtle Creek Wealth Advisors
Texas
$308K +$54.7K +927 +22%
PVI
1723
Pine Valley Investments
New Jersey
$308K +$59 +1 +0%
RPWA
1724
Regent Peak Wealth Advisors
Georgia
$307K +$16.1K +272 +6%
PP
1725
Pegasus Partners
Wisconsin
$306K

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.