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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
GCP
1751
GSA Capital Partners
United Kingdom
$294K +$292K +4,949 New
SB
1752
Strategic Blueprint
Georgia
$294K -$55.8K -946 -16%
FCMT
1753
Founders Capital Management (Texas)
Texas
$293K
BWM
1754
Baron Wealth Management
Michigan
$293K -$33.5K -567 -10%
WH
1755
Willner & Heller
California
$293K +$1.71K +29 +0.6%
PCM
1756
Prelude Capital Management
New York
$292K +$50.8K +860 +21%
S
1757
Sachetta
Massachusetts
$292K +$12.6K +213 +5%
SP
1758
Successful Portfolios
Florida
$292K -$79.6K -1,349 -22%
CCM
1759
Check Capital Management
California
$292K -$8.86K -150 -3%
WAM
1760
Walker Asset Management
Missouri
$291K +$1.48K +25 +0.5%
BAM
1761
Brave Asset Management
New Jersey
$291K +$290K +4,905 New
PCM
1762
Penserra Capital Management
California
$291K -$47K -796 -14%
MSWM
1763
McGlone Suttner Wealth Management
Wisconsin
$290K +$36.9K +625 +12%
SGCA
1764
Steel Grove Capital Advisors
Tennessee
$290K -$149K -2,518 -34%
SWS
1765
SYSTM Wealth Solutions
Illinois
$289K -$1.59M -26,859 -85%
CCB
1766
Cutter & Co Brokerage
Missouri
$289K +$472 +8 +0.2%
SL
1767
Salomon & Ludwin
Virginia
$288K -$19.1K -324 -6%
GWMI
1768
Guardian Wealth Management (Illinois)
Illinois
$288K -$21.8K -370 -7%
FC
1769
Forte Capital
New York
$288K -$11.8K -200 -4%
VDI
1770
Vaughan David Investments
Illinois
$288K
MW
1771
MBL Wealth
North Carolina
$287K +$6.61K +112 +2%
WCA
1772
Waypoint Capital Advisors
Minnesota
$287K +$23.5K +398 +9%
CWM
1773
Connecticut Wealth Management
Connecticut
$286K +$284K +4,817 New
GP
1774
Girard Partners
Pennsylvania
$286K -$3.01K -51 -1%
WMA
1775
Wealth Management Associates
New Jersey
$286K

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.