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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
DFG
2301
Delta Financial Group
New Jersey
-$515K -8,892 Closed
FCA
2302
Fortis Capital Advisors
Kansas
-$463K -7,996 Closed
MC
2303
Maverick Capital
Texas
-$453K -7,818 Closed
EW
2304
Evoke Wealth
California
-$444K -7,663 Closed
TCM
2305
Traynor Capital Management
Pennsylvania
-$442K -7,626 Closed
AM
2306
AGF Management
Ontario, Canada
-$433K -7,463 Closed
CBFP
2307
Cedar Brook Financial Partners
Ohio
-$422K -7,282 Closed
CM
2308
Capula Management
Cayman Islands
-$424K -7,178 Closed
SCM
2309
Stevens Capital Management
Pennsylvania
-$394K -6,795 Closed
AIA
2310
Arbor Investment Advisors
North Carolina
-$387K -6,671 Closed
CWA
2311
CM Wealth Advisors
Ohio
-$401K -6,662 Closed
NVCHI
2312
New Vernon Capital Holdings II
New Jersey
-$382K -6,584 Closed
CST
2313
Charles Schwab Trust
Nevada
-$371K -6,400 Closed
AIA
2314
Angeles Investment Advisors
California
-$346K -5,962 Closed
PVH
2315
Psagot Value Holdings
Israel
-$334K -5,757 Closed
NIM
2316
Nexus Investment Management
Ontario, Canada
-$319K -5,500 Closed
NL
2317
NWAM LLC
Washington
-$327K -5,454 Closed
PS
2318
Portfolio Strategies
New York
-$310K -5,349 Closed
BWA
2319
Brave Warrior Advisors
New York
-$304K -5,250 Closed
BCM
2320
BluePath Capital Management
Georgia
-$300K -5,182 Closed
Bank Julius Baer & Co
2321
Bank Julius Baer & Co
Switzerland
-$293K -5,056 Closed
FAG
2322
Financial Architects (Georgia)
Georgia
-$290K -5,002 Closed
1WM
2323
1858 Wealth Management
Ohio
-$244K -4,963 Closed
HFRG
2324
Houlihan Financial Resource Group
Virginia
-$284K -4,894 Closed
GWMR
2325
GC Wealth Management RIA
Massachusetts
-$267K -4,599 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.