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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
CIR
2001
Clear Investment Research
Georgia
$162K
OP
2002
ORG Partners
Indiana
$162K +$146K +2,474 +1,145%
PCWA
2003
Pacific Capital Wealth Advisors
California
$161K +$23.6K +400 +17%
MHR
2004
Matthew Hamilton Rosenberg
$156K
NMG
2005
New Millennium Group
Utah
$155K +$154K +2,612 New
MTIC
2006
Missouri Trust & Investment Company
Missouri
$155K
PFA
2007
Pathway Financial Advisers
Indiana
$154K +$59 +1 +0%
CB
2008
CNB Bank
Pennsylvania
$153K -$1.83K -31 -1%
FUBT
2009
First United Bank & Trust
Maryland
$148K
ACA
2010
American Capital Advisory
Idaho
$140K +$590 +10 +0.4%
CB
2011
Community Bank
New York
$137K -$107K -1,813 -44%
OAM
2012
Ostrum Asset Management
France
$137K -$10.6K -180 -7%
VWM
2013
Venturi Wealth Management
Texas
$135K +$91K +1,542 +210%
YDMI
2014
Y.D. More Investments
Israel
$134K +$113K +1,916 +565%
HGERS
2015
Householder Group Estate & Retirement Specialist
Arizona
$133K -$41.4K -701 -24%
GCM
2016
Gables Capital Management
Florida
$131K +$23.6K +400 +22%
JGIA
2017
Jackson Grant Investment Advisers
Connecticut
$130K
PA
2018
PSI Advisors
Florida
$130K -$10.4K -177 -8%
SWM
2019
Sugarloaf Wealth Management
Georgia
$128K +$177 +3 +0.1%
CT
2020
Colonial Trust
South Carolina
$127K -$48.5K -822 -28%
TC
2021
Trust Company
Kansas
$124K -$14.8K -250 -11%
BFPW
2022
BOK Financial Private Wealth
Colorado
$121K
BTC
2023
Bank & Trust Company
Illinois
$121K +$120K +2,037 New
SR
2024
Syntax Research
Florida
$121K
GFPC
2025
Global Financial Private Client
Florida
$120K

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.