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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 %
PL
1226
Plancorp LLC
Missouri
$803K +$14.3K +240 +2%
FMWA
1227
Forvis Mazars Wealth Advisors
Missouri
$802K -$814K -13,714 -50%
HWP
1228
Highline Wealth Partners
California
$799K +$18.1K +304 +2%
CIG
1229
Cullen Investment Group
Louisiana
$795K -$68.2K -1,148 -8%
BFA
1230
Bragg Financial Advisors
North Carolina
$792K +$25.7K +433 +3%
BAMF
1231
BI Asset Management Fondsmaeglerselskab
Denmark
$791K -$253K -4,252 -24%
IRC
1232
Investors Research Corp
Georgia
$790K -$339K -5,712 -30%
GCM
1233
Gladius Capital Management
Illinois
$786K +$631K +10,621 +407%
Simplex Trading
1234
Simplex Trading
Illinois
$785K +$785K +13,222 New
WAM
1235
Weatherly Asset Management
California
$782K
QWP
1236
Quotient Wealth Partners
Texas
$778K +$38.6K +650 +5%
WA
1237
Wealth Alliance
New York
$774K -$75.6K -1,273 -9%
WBCM
1238
Wilson & Boucher Capital Management
California
$770K
MIA
1239
MeadowBrook Investment Advisors
Michigan
$766K -$15K -252 -2%
WAP
1240
Wealthcare Advisory Partners
Pennsylvania
$766K -$31K -522 -4%
CWM
1241
C2C Wealth Management
Arizona
$764K
ECG
1242
Edge Capital Group
Georgia
$763K -$168K -2,828 -18%
9WM
1243
9258 Wealth Management
Ohio
$762K +$178 +3 +0%
HWMA
1244
Heritage Wealth Management (Arizona)
Arizona
$762K +$1.13K +19 +0.1%
HFO
1245
Heritage Family Offices
Arizona
$762K +$762K +12,833 New
ISL
1246
Ingalls & Snyder LLC
New York
$762K
PI
1247
PineBridge Investments
New York
$760K -$94.5K -1,591 -11%
CT
1248
Chicago Trust
Illinois
$760K +$44.9K +756 +6%
FLI
1249
Family Legacy Inc
South Carolina
$760K
WA1
1250
Wimmer Associates 1
California
$760K