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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
FC
2126
Fairscale Capital
New Hampshire
$47K +$46K +780 New
TCG
2127
Transcendent Capital Group
Oklahoma
$46.2K +$7.26K +123 +19%
BL
2128
BFSG LLC
California
$45.7K +$59 +1 +0.1%
PO
2129
Private Ocean
California
$43.6K +$9.74K +165 +29%
HC
2130
Hoese & Co
Minnesota
$43.4K
FMP
2131
Financial Management Professionals
Texas
$43K -$6.85K -116 -14%
PPA
2132
Painted Porch Advisors
California
$41.9K +$41.6K +705 New
TCCM
2133
Timber Creek Capital Management
Massachusetts
$41.6K
MWM
2134
Mascoma Wealth Management
New Hampshire
$40.4K
LFASL
2135
Lugano Financial Advisors SA (LFA)
Switzerland
$38.4K +$33.4K +565 +698%
WIA
2136
Wetzel Investment Advisors
Indiana
$38.3K
VWA
2137
Valued Wealth Advisors
Utah
$37.4K +$13K +220 +54%
PPC
2138
Park Place Capital
Alabama
$37.1K +$8.74K +148 +31%
FGA
2139
Fortis Group Advisors
New Jersey
$36.8K -$252K -4,269 -87%
NFSG
2140
Newbridge Financial Services Group
Florida
$35.9K +$3.37K +57 +10%
CPG
2141
Cornerstone Planning Group
New Jersey
$35.7K +$3.19K +54 +9%
AWM
2142
AllSquare Wealth Management
New York
$35.6K
Aristotle Capital Management
2143
Aristotle Capital Management
California
$35.6K
MCM
2144
MidAtlantic Capital Management
Virginia
$35.6K -$27.7K -469 -44%
CJ
2145
Caitlin John
Michigan
$33.6K -$18K -305 -35%
IGWM
2146
ICA Group Wealth Management
Colorado
$33.3K -$189K -3,205 -85%
SJIM
2147
St. Johns Investment Management
Florida
$32.8K
BCPWM
2148
Bradley & Co Private Wealth Management
Florida
$31.7K
ACA
2149
Atlas Capital Advisors
Wyoming
$31.1K -$15.1K -256 -33%
RDIA
2150
RE Dickinson Investment Advisors
Iowa
$30.9K

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.