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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$18.5B -$411M -6,960,432 -2%
BlackRock
2
BlackRock
New York
$15.1B -$321M -5,439,005 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.2B +$135M +2,292,084 +1%
State Street
4
State Street
Massachusetts
$8.5B -$206M -3,488,303 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$6.86B +$99.8M +1,690,572 +1%
Dodge & Cox
6
Dodge & Cox
California
$5.48B -$1.35B -22,898,565 -20%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$4.27B +$688M +11,660,483 +19%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.24B -$14.9M -252,161 -0.4%
Capital International Investors
9
Capital International Investors
California
$3.31B -$217M -3,681,356 -6%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$2.73B -$791M -13,399,286 -23%
Norges Bank
11
Norges Bank
Norway
$2.67B -$245M -4,153,864 -8%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$2.63B -$60.6M -1,025,904 -2%
Morgan Stanley
13
Morgan Stanley
New York
$2.43B +$86.4M +1,464,330 +4%
Invesco
14
Invesco
Georgia
$2.26B -$117M -1,977,714 -5%
Primecap Management
15
Primecap Management
California
$2.21B -$308M -5,216,519 -12%
Ameriprise
16
Ameriprise
Minnesota
$2.13B -$96.8M -1,639,034 -4%
Northern Trust
17
Northern Trust
Illinois
$1.95B -$32M -542,824 -2%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$1.8B -$46.1M -780,083 -3%
N
19
Nuveen
North Carolina
$1.74B -$30.6M -519,119 -2%
Bank of America
20
Bank of America
North Carolina
$1.41B +$38.2M +647,830 +3%
Charles Schwab
21
Charles Schwab
California
$1.36B -$28.9M -489,555 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.33B -$75.5M -1,279,430 -5%
Harris Associates
23
Harris Associates
Illinois
$1.27B -$77.4M -1,310,675 -6%
UBS AM
24
UBS AM
Illinois
$1.24B +$222M +3,764,738 +22%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$1.18B +$49.1M +831,975 +4%

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.