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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
OIA
2076
Optimum Investment Advisors
Illinois
$75.8K
CAM
2077
Clarity Asset Management
Iowa
$74.8K -$5.61K -95 -7%
RAM
2078
Ramirez Asset Management
New York
$73.9K
FMTCOCP
2079
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$73K -$15.7K -266 -18%
IRAG
2080
Investment Research & Advisory Group
Georgia
$72.8K
BONH
2081
Bank of New Hampshire
New Hampshire
$72.5K
WAM
2082
WFA Asset Management
Wisconsin
$72.3K +$295 +5 +0.4%
MFG
2083
Mendota Financial Group
Wisconsin
$71.6K -$23.5K -398 -25%
AT
2084
Avalon Trust
New Mexico
$71.3K -$4.01K -68 -5%
FFL
2085
Financial Freedom LLC
Ohio
$71K +$36.5K +618 +107%
ME
2086
McIlrath & Eck
Washington
$70.9K
NECFA
2087
New England Capital Financial Advisors
Connecticut
$70.7K -$10.3K -174 -13%
OPTFSNA
2088
Old Point Trust & Financial Services N A
Virginia
$70.3K
Loomis, Sayles & Company
2089
Loomis, Sayles & Company
Massachusetts
$69K +$1.42K +24 +2%
CHC
2090
City Holding Co
West Virginia
$68.9K
C
2091
Covestor
United Kingdom
$67K -$30.3K -514 -31%
SVCP
2092
Silicon Valley Capital Partners
California
$65K +$354 +6 +0.6%
SAG
2093
Spotlight Asset Group
Illinois
$64.8K
RWMG
2094
Redwood Wealth Management Group
New Jersey
$64.8K +$64.3K +1,090 New
M
2095
MOTCO
Texas
$64.3K +$59K +1,000 +1,220%
AFS
2096
Annapolis Financial Services
Maryland
$63K +$118 +2 +0.2%
AWM
2097
Atticus Wealth Management
Florida
$62.4K
CAM
2098
Creekmur Asset Management
Illinois
$61.2K +$1.42K +24 +2%
FP
2099
Financial Perspectives
Minnesota
$60.1K
TWP
2100
Triad Wealth Partners
Kansas
$59.6K +$59.2K +1,003 New

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.