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Wells Fargo

2,256 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: 2,2002,256 (+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
2,256
Holders Change
+56
Holders Change %
+2.55%
% of All Funds
32.58%
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
PSC
1801
Prentiss Smith & Co
Vermont
$271K
WAAG
1802
Wealth Alliance Advisory Group
Kansas
$271K
AO
1803
Advisor OS
Illinois
$270K +$8.15K +138 +3%
AAS
1804
Annex Advisory Services
Wisconsin
$270K -$35.2K -596 -12%
EL
1805
EWA LLC
Pennsylvania
$268K +$50.9K +862 +24%
SWRP
1806
Summit Wealth & Retirement Planning
California
$267K +$265K +4,489 New
HP
1807
Holistic Planning
Texas
$263K
APG
1808
Abacus Planning Group
South Carolina
$263K +$22.6K +383 +9%
ACA
1809
Affinity Capital Advisors
California
$263K +$59 +1 +0%
LFA
1810
Laraway Financial Advisors
Minnesota
$263K +$59 +1 +0%
JSSH
1811
J. Safra Sarasin Holding
$262K +$261K +4,419 New
TWA
1812
TCI Wealth Advisors
Arizona
$261K +$9.45K +160 +4%
FP
1813
Factorial Partners
New York
$261K -$2.48M -42,000 -91%
PC
1814
Prairiewood Capital
North Dakota
$261K +$260K +4,400 New
CS
1815
Capital Square
Tennessee
$260K -$118K -2,000 -31%
ADL
1816
Asset Dedication LLC
California
$260K +$19.1K +324 +8%
NCTC
1817
New Covenant Trust Company
Indiana
$260K -$14.7K -249 -5%
BFA
1818
Bill Few Associates
Pennsylvania
$260K -$17K -288 -6%
SIC
1819
Samalin Investment Counsel
New York
$259K +$1.12K +19 +0.4%
SWM
1820
Stockman Wealth Management
Montana
$258K -$31.1K -526 -11%
MAM
1821
Martingale Asset Management
Massachusetts
$257K +$256K +4,330 New
NFC
1822
Northeast Financial Consultants
Connecticut
$255K -$17.7K -300 -7%
LCS
1823
Levin Capital Strategies
New York
$255K
FCFC
1824
First Citizens Financial Corp
Iowa
$255K -$7.08K -120 -3%
BWM
1825
BlackDiamond Wealth Management
New York
$254K +$284K +4,818 New

WFC Hedge Fund Activity: Q2 2024 in Review

2,256 of the 6,924 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.

  • 2,256 institutional investors held Wells Fargo (WFC) as of Q2 2024, up from 2,200 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.