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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
PGAM
2151
Princeton Global Asset Management
New Jersey
$29.8K +$18K +305 +156%
GWP
2152
Gen-Wealth Partners
Michigan
$29.7K
OCM
2153
Orion Capital Management
California
$29.7K
AT
2154
Arlington Trust
Alabama
$28.8K
BC
2155
Barrett & Company
Rhode Island
$28.3K
SWM
2156
Sanctuary Wealth Management
Idaho
$28.3K
CMA
2157
Cedar Mountain Advisors
Oregon
$28.3K -$8.8K -149 -24%
BAM
2158
Byrne Asset Management
New Jersey
$28.1K +$2.95K +50 +11%
SHIM
2159
Stone House Investment Management
Pennsylvania
$27.9K +$177 +3 +0.6%
JFG
2160
JDM Financial Group
Texas
$27.6K
HDIM
2161
Hanson & Doremus Investment Management
Vermont
$27K +$3.19K +54 +13%
PWMG
2162
Private Wealth Management Group
New Jersey
$26.7K
BAM
2163
Bellevue Asset Management
Washington
$25.4K +$118 +2 +0.5%
MFA
2164
McClarren Financial Advisors
Pennsylvania
$25K -$21.6K -366 -86%
MFS
2165
Mattson Financial Services
Michigan
$24.9K +$24.7K +419 New
MLA
2166
MB, Levis & Associates
Pennsylvania
$24.9K
KPP
2167
Kings Path Partners
Texas
$23.8K +$23.6K +400 New
CAM
2168
Costello Asset Management
Pennsylvania
$23.6K
VWM
2169
Valley Wealth Managers
New Jersey
$22.9K +$21.3K +360 +1,385%
AIC
2170
Archer Investment Corporation
Indiana
$22.2K
JPWM
2171
Jamison Private Wealth Management
Georgia
$22.1K +$5.73K +97 +35%
SC
2172
Stephens Consulting
Michigan
$21.1K
MIM
2173
Meridiem Investment Management
United Kingdom
$20.8K
AFIA
2174
America First Investment Advisors
Nebraska
$20.3K
KFS
2175
Kelly Financial Services
Massachusetts
$20K

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.