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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
ETS
2201
ESL Trust Services
New York
$12.1K +$12K +204 New
DMIC
2202
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11.9K
ACM
2203
Anfield Capital Management
California
$11.2K +$11.2K +189 New
KWAG
2204
Kiely Wealth Advisory Group
North Carolina
$10.6K
RS
2205
Rakuten Securities
Japan
$10.6K -$13.3K -226 -56%
CP
2206
Castleview Partners
Texas
$9.98K
LIA
2207
Lynx Investment Advisory
District of Columbia
$9.9K +$9.86K +167 New
NC
2208
NewSquare Capital
Pennsylvania
$9.86K -$12.8K -217 -57%
RDFA
2209
Ritter Daniher Financial Advisory
Ohio
$9.5K
WWM
2210
Wolff Wiese Magana
California
$9.5K
NA
2211
Nordwand Advisors
Pennsylvania
$9.5K
TLA
2212
Tanglewood Legacy Advisors
Texas
$9.21K
LFA
2213
Legend Financial Advisors
Pennsylvania
$9.09K +$9.03K +153 New
TCA
2214
Trifecta Capital Advisors
Illinois
$9.03K
AEPWM
2215
Atlantic Edge Private Wealth Management
Florida
$8.91K
SC
2216
Swan Capital
Florida
$8.91K +$8.86K +150 New
RAM
2217
Riggs Asset Management
Pennsylvania
$8.67K +$1.3K +22 +18%
BC
2218
Broadwater Capital
Massachusetts
$7.9K
HGA
2219
Hobbs Group Advisors
South Carolina
$7.86K +$7.79K +132 New
CCA
2220
Criterion Capital Advisors
Tennessee
$7.84K
PS
2221
PayPay Securities
Japan
$7.78K -$1K -17 -11%
GWSA
2222
Global Wealth Strategies & Associates
Colorado
$7.54K
HH
2223
HWG Holdings
Texas
$7.42K +$7.38K +125 New
IA
2224
IFS Advisors
Kansas
$7.01K
SFCL
2225
Strengthening Families & Communities LLC
Massachusetts
$7K +$7.08K +120 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.