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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
RWM
2251
Ruedi Wealth Management
Illinois
$1.54K +$1.53K +26 New
WA
2252
WestEnd Advisors
North Carolina
$1.13K +$295 +5 +36%
GA
2253
GoalVest Advisory
New York
$891
PCMC
2254
Planning Capital Management Corporation
Pennsylvania
$594
BFS
2255
Bare Financial Services
Pennsylvania
$178 +$177 +3 New
WCM
2256
Westend Capital Management
California
$135 +$118 +2 New
DRS
2257
Deane Retirement Strategies
Louisiana
$119
DWM
2258
Dogwood Wealth Management
Kansas
$29
VanEck Associates
2259
VanEck Associates
New York
-$228M -3,937,124 Closed
CF
2260
Canoe Financial
Alberta, Canada
-$171M -2,946,348 Closed
AIG
2261
American International Group
New York
-$52.8M -911,525 Closed
TPSF
2262
Texas Permanent School Fund
Texas
-$43.1M -743,745 Closed
PFC
2263
Poplar Forest Capital
California
-$25.4M -437,556 Closed
HP
2264
Holowesko Partners
Bahamas
-$22.3M -383,981 Closed
KP
2265
Kiltearn Partners
United Kingdom
-$19.9M -345,499 Closed
Janney Montgomery Scott
2266
Janney Montgomery Scott
Pennsylvania
-$18.1M -311,850 Closed
WAM
2267
Weiss Asset Management
Massachusetts
-$15.3M -263,625 Closed
IPAM
2268
ICICI Prudential Asset Management
India
-$14.4M -249,118 Closed
MLICM
2269
Metropolitan Life Insurance Company (MetLife)
New York
-$8.41M -145,153 Closed
AIM
2270
ARGA Investment Management
Connecticut
-$8.22M -141,752 Closed
ET
2271
Entropy Technologies
New York
-$4.3M -74,183 Closed
GCM
2272
Genus Capital Management
British Columbia, Canada
-$4.27M -72,400 Closed
AF
2273
Ally Financial
Michigan
-$2.9M -50,000 Closed
IR
2274
IAT Reinsurance
New York
-$2.9M -50,000 Closed
LNC
2275
Lincoln National Corp
Pennsylvania
-$2.71M -46,786 Closed

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.