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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
MWM
1851
MinichMacGregor Wealth Management
New York
$248K
CFG
1852
Cooper Financial Group
California
$247K -$89.3K -1,512 -27%
GAM
1853
Gould Asset Management
California
$247K
AT
1854
Arden Trust
Delaware
$247K
THL
1855
Tillman Hartley LLC
Colorado
$246K
OCM
1856
Osterweis Capital Management
California
$246K
CCA
1857
Cravens & Co Advisors
Tennessee
$245K
CMAI
1858
Capital Management Associates Inc
Minnesota
$245K +$243K +4,121 New
CIS
1859
Custom Index Systems
New York
$245K -$42.1K -713 -15%
AWM
1860
Avaii Wealth Management
Wisconsin
$244K -$33.6K -569 -12%
SIAG
1861
Safeguard Investment Advisory Group
California
$244K +$242K +4,105 New
WP
1862
WealthPLAN Partners
Nebraska
$244K -$8.68K -147 -3%
FSA
1863
Financial Security Advisor
Virginia
$244K +$767 +13 +0.3%
IIM
1864
Ipswich Investment Management
Massachusetts
$244K
KFS
1865
Keynote Financial Services
Connecticut
$243K
RWP
1866
Revolve Wealth Partners
New Jersey
$243K +$8.44K +143 +4%
EWA
1867
Encompass Wealth Advisors
Oregon
$241K +$413 +7 +0.2%
BBPWM
1868
Blue Bell Private Wealth Management
Pennsylvania
$241K -$7.03K -119 -3%
TFCP
1869
Twin Focus Capital Partners
Massachusetts
$240K
BFM
1870
Boston Financial Management
Massachusetts
$240K +$17.1K +289 +8%
WC
1871
Woodstock Corp
Massachusetts
$239K -$10.3K -175 -4%
NDSI
1872
Newman Dignan & Sheerar Inc
Rhode Island
$239K +$11.8K +200 +5%
SW
1873
Solidarity Wealth
Utah
$239K
SFC
1874
SYM Financial Corp
Indiana
$239K +$237K +4,020 New
HWMG
1875
Hurlow Wealth Management Group
Indiana
$239K

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.