We are live on ! Find out more
WFC icon

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
MWA
2326
Monograph Wealth Advisors
California
-$261K -4,500 Closed
AWA
2327
Amplius Wealth Advisors
Pennsylvania
-$259K -4,476 Closed
JLBC
2328
J.L. Bainbridge & Co
Florida
-$258K -4,457 Closed
JWWM
2329
Johnson & White Wealth Management
Pennsylvania
-$257K -4,436 Closed
AWA
2330
Acorn Wealth Advisors
Michigan
-$251K -4,329 Closed
SSC
2331
Syverson Strege & Co
Iowa
-$240K -4,133 Closed
SA
2332
Skyline Advisors
Washington
-$240K -4,132 Closed
HAS
2333
HBW Advisory Services
California
-$202K -4,109 Closed
Q
2334
QVR
California
-$236K -4,066 Closed
EWM
2335
Executive Wealth Management
Michigan
-$229K -3,981 Closed
HA
2336
HFG Advisors
Ohio
-$229K -3,953 Closed
HFP
2337
Holistic Financial Partners
Indiana
-$229K -3,947 Closed
DFCM
2338
Dark Forest Capital Management
Puerto Rico
-$227K -3,911 Closed
DFG
2339
Demars Financial Group
Washington
-$225K -3,875 Closed
DA
2340
Denali Advisors
California
-$220K -3,800 Closed
SIG
2341
Spinnaker Investment Group
California
-$219K -3,784 Closed
OPOWM
2342
One Plus One Wealth Management
Florida
-$218K -3,768 Closed
SFG
2343
Sovereign Financial Group
Connecticut
-$218K -3,761 Closed
WCM
2344
Washington Capital Management
Washington
-$218K -3,760 Closed
IWN
2345
Independent Wealth Network
Iowa
-$213K -3,679 Closed
FHA
2346
Flagship Harbor Advisors
Massachusetts
-$212K -3,662 Closed
WWG
2347
West Wealth Group
California
-$208K -3,595 Closed
HIMC
2348
Heritage Investors Management Corp
Maryland
-$208K -3,585 Closed
EA
2349
Echo45 Advisors
California
-$204K -3,522 Closed
SWP
2350
Strategic Wealth Partners
Ohio
-$201K -3,467 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.