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Wells Fargo

2,237 hedge funds and large institutions have $153B invested in Wells Fargo in 2024 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 785 increasing their positions, 905 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,237
Holders Change
+57
Holders Change %
+2.61%
% of All Funds
32.53%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.12%
New
196
Increased
785
Reduced
905
Closed
104
Calls
$3.2B
Puts
$3.6B
Net Calls
-$397M
Net Calls Change
-$47.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MTIM
451
Marathon Trading Investment Management
Pennsylvania
$8.73M -$594K -10,000 -6%
PCM
452
Poehling Capital Management
Wisconsin
$8.68M -$114K -1,922 -1%
AF
453
Alerus Financial
North Dakota
$8.65M -$413K -6,953 -5%
ERP
454
Eldred Rock Partners
Texas
$8.65M +$8.65M +145,635 New
ETC
455
Exchange Traded Concepts
Oklahoma
$8.57M +$8.57M +144,220 +106,830%
CCM
456
Channing Capital Management
Illinois
$8.54M -$1.51M -25,402 -15%
HI
457
Hoey Investments
Pennsylvania
$8.53M +$1M +16,886 +13%
OIA
458
OneDigital Investment Advisors
Kansas
$8.5M +$5.69M +95,853 +203%
Axa
459
Axa
France
$8.49M -$5.42M -91,325 -39%
BCM
460
Blume Capital Management
California
$8.49M -$29.7K -500 -0.3%
Envestnet Portfolio Solutions
461
Envestnet Portfolio Solutions
Illinois
$8.47M -$1.11M -18,741 -12%
CTA
462
Chesley Taft & Associates
Illinois
$8.46M +$587K +9,883 +7%
MPM
463
Meritage Portfolio Management
Kansas
$8.45M -$110K -1,859 -1%
A
464
Allianz
Germany
$8.44M -$13.4K -225 -0.2%
DWT
465
Dorsey & Whitney Trust
South Dakota
$8.4M -$258K -4,349 -3%
DILIC
466
Dai-ichi Life Insurance Company
Japan
$8.38M +$1.18M +19,851 +16%
VIM
467
Vinva Investment Management
Australia
$8.36M +$1.48M +25,788 +22%
EF
468
Empowered Funds
Pennsylvania
$8.36M +$949K +15,987 +13%
BCI
469
Brinker Capital Investments
Pennsylvania
$8.26M +$291K +4,907 +4%
OPS
470
Orion Portfolio Solutions
Nebraska
$8.26M +$291K +4,907 +4%
RJT
471
Raymond James Trust
Florida
$8.25M -$256K -4,309 -3%
NG
472
NatWest Group
United Kingdom
$8.23M +$8.23M +138,498 New
TW
473
TritonPoint Wealth
Maryland
$8.18M -$138K -2,325 -2%
HCMT
474
Highland Capital Management (Tennessee)
Tennessee
$8.14M -$608K -10,233 -7%
NIM
475
NEOS Investment Management
Connecticut
$8.07M +$2.6M +43,824 +48%