We are live on ! Find out more
WFC icon

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
MIM
2101
Manitou Investment Management
Ontario, Canada
$59.4K -$27.9M -472,307 -100%
CYG
2102
Clean Yield Group
Vermont
$59.4K -$59K -1,000 -50%
AIM
2103
Arcadia Investment Management
Michigan
$59.4K
WAM
2104
Westport Asset Management
Connecticut
$59.4K
TCM
2105
TruNorth Capital Management
Michigan
$59.4K +$59K +1,000 New
RFS
2106
Richardson Financial Services
Massachusetts
$59.1K
KFP
2107
Keener Financial Planning
Texas
$59K
MB
2108
Mizuho Bank
Japan
$58.2K +$57.9K +980 New
FDCP
2109
Foster Dykema Cabot & Partners
Massachusetts
$58.1K
PAG
2110
Paladin Advisory Group
Iowa
$58K
MAM
2111
Meeder Asset Management
Ohio
$54.7K -$443K -7,505 -89%
LG
2112
LAM Group
Oregon
$53.5K
CBT
2113
Central Bank & Trust
Kentucky
$53.4K
BWL
2114
Bogart Wealth LLC
Virginia
$53.3K +$2.01K +34 +4%
SNB
2115
Security National Bank
Nebraska
$53.2K
CJL
2116
Cyrus J. Lawrence
New York
$53K
CTB
2117
Country Trust Bank
Illinois
$52.9K
TIM
2118
Tortoise Investment Management
New York
$52.3K
BHWM
2119
Beaird Harris Wealth Management
Texas
$51.3K +$18K +305 +54%
SRCM
2120
Signature Resources Capital Management
California
$50.5K
PP
2121
PrairieView Partners
Minnesota
$50K +$59 +1 +0.1%
PAI
2122
Pittenger & Anderson Inc
Nebraska
$49.4K
OWA
2123
Opal Wealth Advisors
New York
$48.6K -$9.74K -165 -17%
MFT
2124
Moisand Fitzgerald Tamayo
Florida
$47.8K
ATC
2125
Advantage Trust Company
Kansas
$47.5K

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.