We are live on ! Find out more
WFC icon

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
TF
1826
Trek Financial
Arizona
$254K +$252K +4,277 New
MA
1827
Mezzasalma Advisors
New Jersey
$253K +$252K +4,267 New
CWM
1828
Chesapeake Wealth Management
Virginia
$253K
GCA
1829
Gradient Capital Advisors
California
$253K +$945 +16 +0.4%
FAB
1830
First American Bank
Illinois
$253K
EIG
1831
Ellenbecker Investment Group
Wisconsin
$253K -$19K -322 -7%
IHL
1832
Investment House LLC
California
$253K +$11.8K +200 +5%
RBC
1833
Romano Brothers & Co
Illinois
$253K -$5.9K -100 -2%
BIG
1834
Builder Investment Group
Georgia
$252K +$59 +1 +0%
WG
1835
Wealth Group
North Carolina
$252K -$4.01K -68 -2%
AWM
1836
Arista Wealth Management
Nevada
$252K +$250K +4,243 New
TCM
1837
Tradewinds Capital Management
Washington
$252K +$767 +13 +0.3%
WA
1838
WealthTrust Axiom
Pennsylvania
$252K
CCIA
1839
Cherry Creek Investment Advisors
Colorado
$252K +$767 +13 +0.3%
PFA
1840
Professional Financial Advisors
Nebraska
$251K +$1.36K +23 +0.5%
FA
1841
Fermata Advisors
California
$251K
TNBTD
1842
Trustmark National Bank Trust Department
Mississippi
$251K -$93.3K -1,581 -27%
MCP
1843
Mirador Capital Partners
California
$251K -$9.27K -157 -4%
DIG
1844
DeepCurrents Investment Group
New York
$251K -$175K -2,958 -41%
IA
1845
IFG Advisors
Missouri
$250K
EIP
1846
Ellis Investment Partners
Pennsylvania
$250K +$248K +4,208 New
PCMC
1847
Private Capital Management (Colorado)
Colorado
$249K -$13.3K -225 -5%
JHP
1848
James Hambro & Partners
United Kingdom
$249K
HA
1849
HC Advisors
Georgia
$249K -$11.2K -190 -4%
CWM
1850
Concentrum Wealth Management
California
$248K -$5.14K -87 -2%

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.