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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
CAM
1901
Cozad Asset Management
Illinois
$231K +$14.2K +241 +7%
FSC
1902
Full Sail Capital
Oklahoma
$230K +$4.55K +77 +2%
FPF
1903
First Pacific Financial
Washington
$230K
NFG
1904
Nations Financial Group
Iowa
$229K -$133K -2,258 -37%
BDF
1905
Black Diamond Financial
Maryland
$229K +$228K +3,855 New
PWM
1906
Power Wealth Management
Georgia
$229K +$11.4K +193 +5%
CCA
1907
Cottonwood Capital Advisors
Utah
$229K +$177 +3 +0.1%
HC
1908
Hara Capital
Washington
$228K -$2.89K -49 -1%
OHWP
1909
Oak Harbor Wealth Partners
North Carolina
$228K -$47.9K -811 -17%
PH
1910
Pinnacle Holdings
Oklahoma
$228K -$17.4K -295 -7%
PBF
1911
Petix & Botte Financial
California
$227K +$226K +3,828 New
BWP
1912
Bernardo Wealth Planning
Pennsylvania
$227K
TF
1913
Tompkins Financial
New York
$227K
MCCA
1914
Mill Creek Capital Advisors
Pennsylvania
$227K +$225K +3,816 New
ABLA
1915
Alan B. Lancz & Associates
Ohio
$226K +$224K +3,800 New
FFA
1916
First Foundation Advisors
California
$226K
WG
1917
Winton Group
United Kingdom
$225K +$224K +3,787 New
IWP
1918
Invenio Wealth Partners
Florida
$225K -$16.8K -284 -7%
MW
1919
Maia Wealth
Colorado
$225K +$230K +3,889 New
BC
1920
Brio Consultants
California
$224K
HWM
1921
HRC Wealth Management
Idaho
$224K +$590 +10 +0.3%
HWMO
1922
Heritage Wealth Management (Ohio)
Ohio
$223K +$221K +3,745 New
BL
1923
Balentine LLC
Georgia
$223K -$1.19M -20,099 -84%
WP
1924
WMS Partners
Maryland
$223K +$222K +3,753 New
RA
1925
Rise Advisors
New York
$222K +$1.3K +22 +0.6%

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.