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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
LSA
1976
Lion Street Advisors
Texas
$204K +$203K +3,438 New
JWS
1977
Juncture Wealth Strategies
Arizona
$204K +$202K +3,430 New
CAWM
1978
Capital Advisors Wealth Management
Washington
$203K +$202K +3,418 New
SPAS
1979
Spectrum Planning & Advisory Services
California
$203K +$208K +3,529 New
CAM
1980
Claret Asset Management
Quebec, Canada
$202K +$201K +3,402 New
SIC
1981
SFE Investment Counsel
California
$202K +$201K +3,399 New
NJBEST
1982
New Jersey Better Educational Savings Trust
New Jersey
$202K -$236K -4,003 -54%
PSP
1983
Pacific Sage Partners
Washington
$201K +$200K +3,388 New
Kayne Anderson Rudnick Investment Management
1984
Kayne Anderson Rudnick Investment Management
California
$201K -$79K -1,338 -28%
CSB
1985
City State Bank
Iowa
$201K -$14.8K -250 -7%
NIC
1986
Northwest Investment Counselors
Oregon
$200K -$44.3K -750 -18%
JSAM
1987
J. Safra Asset Management
New York
$200K +$155K +2,625 +355%
LJHT
1988
Laurie J. Hall Trustee
$199K
BSB
1989
Bangor Savings Bank
Maine
$198K -$590 -10 -0.3%
CAL
1990
Capital Advisors Ltd
Ohio
$198K +$18.1K +307 +10%
WFA
1991
West Financial Advisors
Iowa
$193K -$47.1K -797 -20%
HIM
1992
Hillsdale Investment Management
Ontario, Canada
$187K -$5.9K -100 -3%
CAL
1993
Capital Analysts LLC
Pennsylvania
$186K +$23.9K +404 +15%
BIA
1994
Bell Investment Advisors
California
$186K -$32.2K -545 -15%
GBT
1995
Grove Bank & Trust
Florida
$179K
SWA
1996
SOA Wealth Advisors
New York
$177K
CFD
1997
Creative Financial Designs
Indiana
$177K -$8.74K -148 -5%
TFIPS
1998
Towarzystwo Funduszy Inwestycyjnych PZU SA
$175K
PIA
1999
Powell Investment Advisors
Florida
$167K -$20.8K -352 -11%
WPA
2000
West Paces Advisors
Georgia
$166K -$7.08K -120 -4%

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.