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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
2051
Abound Wealth Management
Tennessee
$100K +$413 +7 +0.4%
RL
2052
Rogco LP
Oklahoma
$98.9K
EBA
2053
Eagle Bay Advisors
New York
$98K -$77.3K -1,310 -44%
MIM
2054
Macroview Investment Management
Maryland
$97.1K +$7.97K +135 +9%
FFA
2055
Frazier Financial Advisors
Ohio
$95.4K +$3.72K +63 +4%
HWA
2056
Heritage Wealth Advisors
Virginia
$95.4K
BHWM
2057
Bay Harbor Wealth Management
Maryland
$93.7K +$1.59K +27 +2%
RFG
2058
RFP Financial Group
Georgia
$93.5K +$66.9K +1,134 +258%
SIC
2059
SJS Investment Consulting
Ohio
$90.8K -$3.37K -57 -4%
IBOK
2060
Independence Bank of Kentucky
Kentucky
$90K
TSMHT
2061
Thurston Springer Miller Herd & Titak
Indiana
$88.8K +$88.3K +1,495 New
CHA
2062
Carmichael Hill & Associates
Maryland
$88.2K -$61.2K -1,037 -41%
WOSD
2063
WFA of San Diego
California
$86.7K +$86.2K +1,460 New
HCM
2064
Hollencrest Capital Management
California
$86.5K
UIA
2065
Ulland Investment Advisors
Minnesota
$85K
CT
2066
Clearstead Trust
Maine
$85K -$11K -186 -12%
GWSG
2067
GPS Wealth Strategies Group
Colorado
$84.9K +$21.3K +360 +34%
CWM
2068
Cranbrook Wealth Management
Michigan
$84.6K
SA
2069
SRH Advisors
Kansas
$83.1K
FC
2070
Family CFO
California
$80K
VAMG
2071
Voisard Asset Management Group
Michigan
$79.8K -$42.5K -720 -35%
KIG
2072
Kessler Investment Group
Indiana
$78.9K
BCMLT
2073
Beacon Capital Management LLC (Tennessee)
Tennessee
$78.2K +$59 +1 +0.1%
USB
2074
Union Savings Bank
Connecticut
$76.8K
GJIA
2075
Glass Jacobson Investment Advisors
Maryland
$75.9K +$59 +1 +0.1%

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.