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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
DPIM
2276
Duff & Phelps Investment Management
Illinois
-$1.95M -33,566 Closed
MA
2277
MYDA Advisors
New York
-$1.74M -30,000 Closed
SPG
2278
Strategic Planning Group
Utah
-$1.62M -28,025 Closed
TAM
2279
Tealwood Asset Management
Minnesota
-$1.43M -24,730 Closed
OFS
2280
OneAscent Financial Services
Alabama
-$1.42M -24,549 Closed
DA
2281
Duality Advisers
Florida
-$1.33M -22,927 Closed
BP
2282
BNP Paribas
France
-$1.28M -22,000 Closed
RL
2283
Retireful LLC
Michigan
-$1.25M -21,623 Closed
FRM
2284
Fox Run Management
Connecticut
-$1.15M -19,758 Closed
ECU
2285
Eisler Capital (UK)
United Kingdom
-$1.14M -19,317 Closed
ROTUOC
2286
Regents of the University of California
California
-$1.05M -18,106 Closed
RVPG
2287
Relative Value Partners Group
-$903K -17,993 Closed
RIG
2288
Ramiah Investment Group
Wisconsin
-$994K -17,142 Closed
HIC
2289
Hartline Investment Corp
Illinois
-$909K -15,678 Closed
AWM
2290
Alterna Wealth Management
Texas
-$871K -15,028 Closed
MTC
2291
McDaniel Terry & Co
Texas
-$852K -14,700 Closed
DDC
2292
DF Dent & Co
Maryland
-$779K -13,438 Closed
LIM
2293
Longfellow Investment Management
Massachusetts
-$773K -13,334 Closed
GS
2294
Gagnon Securities
New York
-$757K -13,056 Closed
WEG
2295
World Equity Group
Illinois
-$657K -11,344 Closed
RCM
2296
Radnor Capital Management
Pennsylvania
-$627K -10,816 Closed
PPP
2297
Private Portfolio Partners
New Jersey
-$611K -10,548 Closed
OWM
2298
OneAscent Wealth Management
Alabama
-$564K -9,725 Closed
ES
2299
Eagle Strategies
New York
-$539K -9,293 Closed
XT
2300
XTX Topco
Cayman Islands
-$521K -8,988 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.