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
RTL
2176
Red Tortoise LLC
Georgia
$20K
EFP
2177
EnRich Financial Partners
Wisconsin
$19.4K -$2.83K -48 -13%
MSG
2178
Main Street Group
Virginia
$19.4K -$472 -8 -2%
SIS
2179
Strategic Investment Solutions
Illinois
$19.1K +$25.6K +433 New
RWA
2180
Redmont Wealth Advisors
Illinois
$19K
PP
2181
PFS Partners
New Jersey
$18.5K
NOI
2182
Newton One Investments
Delaware
$17.9K +$118 +2 +0.7%
WIM
2183
Westside Investment Management
California
$17.8K
OLVIG
2184
Oliver Lagore Vanvalin Investment Group
Michigan
$17.8K +$17.7K +300 New
DWA
2185
Dougherty Wealth Advisers
Minnesota
$17.8K
DF
2186
Dunhill Financial
United Kingdom
$17.7K +$413 +7 +2%
T
2187
Tidemark
California
$17.5K -$6.73K -114 -28%
BIM
2188
Breakwater Investment Management
Washington
$17.1K
CFS
2189
CGC Financial Services
Oregon
$16.6K
VAG
2190
VisionPoint Advisory Group
Texas
$15.1K
NMM
2191
Naples Money Management
Florida
$15.1K
HB
2192
Horizon Bancorp
Indiana
$15K -$12.7K -215 -46%
CMP
2193
Coston McIsaac & Partners
Maine
$15K
AA
2194
AlphaMark Advisors
Kentucky
$15K +$12.3K +209 +418%
LFA
2195
LGT Financial Advisors
Texas
$14.7K -$607K -10,284 -98%
FCG
2196
Financial Connections Group
California
$14K +$14.2K +241 New
CFFP
2197
Center for Financial Planning
Michigan
$13.7K
GG
2198
Gleason Group
Kentucky
$13.5K +$118 +2 +0.9%
KA
2199
Kozak & Associates
Colorado
$13.3K +$59 +1 +0.5%
RFG
2200
REAP Financial Group
Texas
$12.3K +$59 +1 +0.5%

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.