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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
CD
1726
Chapin Davis
Maryland
$305K -$1.59K -27 -0.5%
MFA
1727
Mayflower Financial Advisors
Massachusetts
$305K +$39K +661 +15%
HWM
1728
Hohimer Wealth Management
Washington
$304K -$11.8K -200 -4%
BWA
1729
Burt Wealth Advisors
Maryland
$304K
CFO
1730
CVA Family Office
Colorado
$304K +$1.71K +29 +0.6%
EI
1731
Ellevest Inc
New York
$303K -$7.5K -127 -2%
WPP
1732
Whalerock Point Partners
Rhode Island
$303K
BHIA
1733
Birch Hill Investment Advisors
Massachusetts
$302K
AI
1734
AXS Investments
New York
$300K -$76.1K -1,289 -20%
MAG
1735
Mokosak Advisory Group
Iowa
$299K +$1.53K +26 +0.5%
LFG
1736
Larson Financial Group
Missouri
$299K +$195K +3,305 +191%
HR
1737
Howe & Rusling
New York
$299K -$18.3K -310 -6%
CTA
1738
Colonial Trust Advisors
South Carolina
$297K +$22K +373 +8%
VV
1739
Verity & Verity
South Carolina
$297K
AWM
1740
Ameliora Wealth Management
Switzerland
$297K
HC
1741
Hourglass Capital
Texas
$297K
MJP
1742
Michael J. Puzo
$297K
LWCFA
1743
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$297K
PCG
1744
Prosperity Consulting Group
Maryland
$297K +$20.6K +349 +8%
QFA
1745
Quantum Financial Advisors
California
$296K
CAMV
1746
Concord Asset Management (Virginia)
Virginia
$296K +$38.8K +658 +15%
VF
1747
Vest Financial
Virginia
$296K -$5.49K -93 -2%
LWL
1748
Leo Wealth LLC
Texas
$294K +$9.92K +168 +4%
GA
1749
GFS Advisors
Texas
$294K -$268K -4,548 -92%
WF
1750
WoodTrust Financial
Wisconsin
$294K

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.