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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 %
TAM
1276
Tocqueville Asset Management
New York
$725K +$67.8K +1,141 +10%
CFGS
1277
Concourse Financial Group Securities
Alabama
$725K +$28K +471 +4%
AC
1278
Allstate Corporation
Illinois
$725K
LWM
1279
Liberty Wealth Management
California
$722K +$16.8K +282 +2%
LF
1280
LifePlan Financial
Minnesota
$717K -$367K -6,183 -34%
GCM
1281
Greenland Capital Management
New York
$716K +$716K +12,055 New
SAM
1282
Smartleaf Asset Management
Massachusetts
$715K +$123K +2,149 +21%
BMCM
1283
Black Maple Capital Management
Wisconsin
$713K -$119K -2,000 -14%
PWW
1284
Pettyjohn Wood & White
Virginia
$708K -$35.2K -592 -5%
PFBT
1285
Parkside Financial Bank & Trust
Missouri
$705K +$17.1K +288 +2%
KMWM
1286
Keudell/Morrison Wealth Management
Oregon
$702K -$177K -2,972 -20%
CCA
1287
Childress Capital Advisors
Texas
$698K +$76K +1,280 +12%
FTC
1288
Farmers Trust Company
Ohio
$693K -$4.69K -79 -0.7%
CCWM
1289
Correct Capital Wealth Management
Missouri
$690K -$2.02K -34 -0.3%
VIM
1290
VELA Investment Management
Ohio
$689K -$480K -8,086 -41%
DLA
1291
Douglas Lane & Associates
New York
$687K +$9.92K +167 +1%
MBTD
1292
Mechanics Bank - Trust Department
California
$685K +$47.5K +800 +7%
IIA
1293
IPG Investment Advisors
California
$685K
ALAM
1294
Asahi Life Asset Management
Japan
$685K +$200K +3,360 +41%
T
1295
TOBAM
France
$683K -$248K -4,168 -27%
CIC
1296
Chilton Investment Company
Connecticut
$681K +$475K +8,000 +231%
AWAU
1297
Alliance Wealth Advisors (Utah)
Utah
$678K -$39.7K -668 -6%
FFM
1298
Flagstone Financial Management
Nebraska
$678K +$13.8K +233 +2%
CAC
1299
Core Alternative Capital
Georgia
$677K +$306K +5,154 +83%
HWA
1300
HCR Wealth Advisors
California
$677K