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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
CWA
2226
Carolina Wealth Advisors
South Carolina
$6.71K
TFM
2227
TFC Financial Management
Massachusetts
$6.24K +$708 +12 +13%
DFA
2228
DHJJ Financial Advisors
Illinois
$6.19K
NRG
2229
Nemes Rush Group
Michigan
$6.18K
CAM
2230
ClariVest Asset Management
California
$6.13K -$4.61K -78 -43%
EAM
2231
Eukles Asset Management
Ohio
$6K
LOIP
2232
Live Oak Investment Partners
Texas
$5.94K
HFS
2233
Horizon Financial Services
North Carolina
$5.76K
TFA
2234
Toth Financial Advisory
Virginia
$5.52K
PWA
2235
Provenance Wealth Advisors
Florida
$5.29K
BFS
2236
Burkett Financial Services
South Carolina
$5.28K +$59 +1 +1%
CSWM
2237
Cassady Schiller Wealth Management
Ohio
$4.69K
DWA
2238
Delos Wealth Advisors
Texas
$4.69K
DAL
2239
Delta Accumulation LLC
California
$4.33K
MWA
2240
Moser Wealth Advisors
Washington
$4.28K
AP
2241
Aspect Partners
Virginia
$4.16K
FWA
2242
FSC Wealth Advisors
New York
$4.04K
AFG
2243
Albion Financial Group
Utah
$3.98K
RI
2244
Ridgewood Investments
New Jersey
$3.77K +$3.78K +64 New
CAM
2245
Chesapeake Asset Management
New York
$3.74K
EWP
2246
Elevation Wealth Partners
California
$3.56K
1IA
2247
1620 Investment Advisors
Massachusetts
$3.44K +$3.42K +58 New
VF
2248
VitalStone Financial
Texas
$2.2K +$2.18K +37 New
CB
2249
Chris Bulman
California
$2.04K +$2.01K +34 New
FW
2250
Fairway Wealth
Ohio
$1.6K +$1.59K +27 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.