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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
AWM
2026
Activest Wealth Management
Florida
$119K +$70.8K +1,200 +148%
SOAMC
2027
Spirit of America Management Corp
New York
$119K
KLWA
2028
Kelly Lawrence W & Associates
California
$119K +$59K +1,000 +100%
AAG
2029
Armstrong Advisory Group
Massachusetts
$118K
SFC
2030
Strategic Financial Concepts
Texas
$115K +$1.71M +28,937 New
CWC
2031
Carolinas Wealth Consulting
North Carolina
$115K -$354 -6 -0.3%
NCM
2032
Northwest Capital Management
Oregon
$113K -$1.76M -29,787 -94%
GEA
2033
Glen Eagle Advisors
New Jersey
$113K -$25.5K -432 -18%
LTI
2034
Laffer Tengler Investments
Tennessee
$113K -$4.66K -79 -4%
JEST
2035
JTC Employer Solutions Trustee
Jersey
$113K
TSWM
2036
Tyler-Stone Wealth Management
Ohio
$113K
AA
2037
AlphaCentric Advisors
Puerto Rico
$112K -$3.72K -63 -3%
CA
2038
Centerpoint Advisors
Massachusetts
$111K -$9.51K -161 -8%
WWP
2039
WR Wealth Planners
Missouri
$111K +$20.3K +344 +23%
WAS
2040
Winch Advisory Services
Wisconsin
$109K +$590 +10 +0.5%
CJH
2041
Christopher J. Hasenberg
Wisconsin
$107K +$107K +1,809 New
ANBT
2042
American National Bank & Trust
Texas
$105K
QL
2043
Quarry LP
New York
$105K +$104K +1,768 New
AA
2044
Addison Advisors
Vermont
$105K +$15.5K +263 +17%
NC
2045
Nixon Capital
Texas
$102K
ATC
2046
Adirondack Trust Company
New York
$102K
RTC
2047
Riverview Trust Company
Washington
$102K
FCT
2048
First Community Trust
Iowa
$101K +$25.8K +437 +34%
WFS
2049
Widmann Financial Services
Maryland
$101K +$101K +1,703 New
KFI
2050
Key Financial Inc
Pennsylvania
$100K +$12.3K +209 +14%

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.