We are live on ! Find out more
WFC icon

Wells Fargo
WFC

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: 73 → 77 (+4)

3% more funds holding

Funds holding: 2,200 → 2,256 (+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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$688M
2
Millennium Management
Millennium Management
New York
+$647M
3
Amundi
Amundi
France
+$362M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$281M
5
UBS AM
UBS AM
Illinois
+$222M

Top Sellers

Rank Fund Capital Flow
1
Sanders Capital
Sanders Capital
Florida
-$1.47B
2
Dodge & Cox
Dodge & Cox
California
-$1.35B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$791M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$524M
5
Capital World Investors
Capital World Investors
California
-$518M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1951
Keebeck Wealth Management
Illinois
$210K – – –
OA
1952
Oxbow Advisors
Texas
$210K – – –
EWA
1953
Emergent Wealth Advisors
New York
$210K +$203K +3,442 New
DIP
1954
DT Investment Partners
Pennsylvania
$209K +$93.5K +1,584 +82%
CF
1955
Convergence Financial
Missouri
$209K +$208K +3,518 New
BFA
1956
Buttonwood Financial Advisors
Maryland
$209K -$59 -1 -0%
MCWS
1957
McKinley Carter Wealth Services
West Virginia
$209K +$1.24K +21 +0.6%
IA
1958
IFG Advisory
Georgia
$209K +$207K +3,511 New
CPCP
1959
Cedar Point Capital Partners
Iowa
$208K -$3.19K -54 -2%
RWM
1960
RKL Wealth Management
Pennsylvania
$208K -$1.95K -33 -0.9%
A
1961
AJOVista
Massachusetts
$208K – – –
SFG
1962
Sunburst Financial Group
Alabama
$208K +$207K +3,501 New
DAM
1963
Deltec Asset Management
New York
$208K – – –
AAP
1964
Arax Advisory Partners
Colorado
$208K +$54.1K +916 +35%
SEP
1965
Southland Equity Partners
Missouri
$207K +$206K +3,492 New
BWAM
1966
Boyd Watterson Asset Management
Ohio
$207K – – –
NG
1967
Northstar Group
New York
$207K – – –
PSP
1968
Principal Street Partners
Tennessee
$207K – – –
MFS
1969
Madrona Financial Services
Washington
$206K +$118 +2 +0.1%
TTWM
1970
TCV Trust & Wealth Management
Virginia
$206K – – –
VCM
1971
Versant Capital Management
Arizona
$206K +$69.2K +1,173 +51%
SFC
1972
Sprinkle Financial Consultants
Colorado
$206K – – –
QPW
1973
Quantum Private Wealth
Florida
$206K – – –
CTWM
1974
Cherry Tree Wealth Management
Minnesota
$205K – – –
GA
1975
Geller Advisors
New York
$205K +$204K +3,450 New
77 78
79
80 81

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.