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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
UBV
1876
United Bank (Virginia)
Virginia
$238K
UCB
1877
United Community Bank
South Carolina
$237K -$5.61K -95 -2%
WIM
1878
Warwick Investment Management
Texas
$237K -$59.3K -1,005 -20%
EFA
1879
Evernest Financial Advisors
Indiana
$237K +$235K +3,987 New
ANB
1880
Amarillo National Bank
Texas
$237K -$29.5K -500 -11%
SWIG
1881
Strategic Wealth Investment Group
Kentucky
$236K +$230K +3,897 New
SAM
1882
SignalPoint Asset Management
Missouri
$236K -$3.48K -59 -1%
MPW
1883
Monterey Private Wealth
California
$236K +$234K +3,969 New
OWMIAS
1884
One Wealth Management Investment & Advisory Services
Florida
$235K -$6.85K -116 -3%
MRCM
1885
M&R Capital Management
New Jersey
$235K +$472 +8 +0.2%
TW
1886
Towerpoint Wealth
California
$234K +$22.7K +385 +11%
CPC
1887
Consolidated Planning Corp
Georgia
$234K -$54.7K -926 -19%
CFC
1888
Coyle Financial Counsel
Illinois
$234K
FPFS
1889
First Personal Financial Services
North Carolina
$234K -$21.3K -361 -8%
FCB
1890
First County Bank
Connecticut
$233K -$13K -220 -5%
MSAM
1891
Moloney Securities Asset Management
Missouri
$233K -$7.2K -122 -3%
FA
1892
FDx Advisors
Illinois
$233K -$1.17M -19,884 -84%
BAM
1893
Blueshift Asset Management
New Jersey
$233K +$231K +3,920 New
1CP
1894
17 Capital Partners
Arizona
$233K -$2.83K -48 -1%
PAG
1895
Powers Advisory Group
Illinois
$233K -$33.4K -565 -13%
AT
1896
American Trust
Kentucky
$232K +$10.3K +175 +5%
PCA
1897
Peddock Capital Advisors
Massachusetts
$232K
GFG
1898
Goldstone Financial Group
Illinois
$232K +$25.4K +431 +12%
XSC
1899
X-Square Capital
Puerto Rico
$231K -$14.5K -246 -6%
WI
1900
Wedgewood Investors
Pennsylvania
$231K +$229K +3,884 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.