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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
OR
1926
Olympiad Research
Connecticut
$222K +$220K +3,732 New
BFO
1927
Boston Family Office
Massachusetts
$220K
VFPI
1928
Vantage Financial Partners (Illinois)
Illinois
$220K
CB
1929
Centennial Bank
Arkansas
$219K -$17.4K -295 -7%
VSQM
1930
V-Square Quantitative Management
Illinois
$219K -$803K -13,607 -79%
HBW
1931
Hazlett, Burt & Watson
West Virginia
$219K
EWS
1932
Eagle Wealth Strategies
New Jersey
$219K -$1.71K -29 -0.8%
AF
1933
Affiance Financial
Minnesota
$219K
TW
1934
Traveka Wealth
California
$219K +$59 +1 +0%
BMCM
1935
Bryn Mawr Capital Management
Pennsylvania
$218K
ZF
1936
Zhang Financial
Michigan
$218K +$217K +3,674 New
EWM
1937
Endowment Wealth Management
Wisconsin
$218K +$3.9K +66 +2%
SFO
1938
Stokes Family Office
Louisiana
$217K +$216K +3,654 New
OWA
1939
Outlook Wealth Advisors
Texas
$217K +$413 +7 +0.2%
NCM
1940
Novare Capital Management
North Carolina
$217K +$215K +3,649 New
SWM
1941
Seed Wealth Management
Illinois
$216K
FFA
1942
Florida Financial Advisors
Florida
$215K +$214K +3,621 New
HFS
1943
Hantz Financial Services
Michigan
$214K -$3.13K -53 -1%
FMN
1944
Financial Management Network
California
$213K -$8.8K -149 -4%
CC
1945
Copperleaf Capital
North Carolina
$213K -$11.3K -191 -5%
FAT
1946
First American Trust
California
$212K +$211K +3,568 New
CHP
1947
Cable Hill Partners
Oregon
$212K +$211K +3,566 New
FWM
1948
Finer Wealth Management
Massachusetts
$211K -$1.77K -30 -0.8%
PWMG
1949
Pinnacle Wealth Management Group
Michigan
$211K
W
1950
Wealthquest
Ohio
$211K -$3.6K -61 -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.