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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 %
CCM
1301
Carlson Capital Management
Minnesota
$677K +$2.55K +43 +0.4%
PTP
1302
Platform Technology Partners
New York
$677K +$677K +11,395 New
TFO
1303
Tarbox Family Office
California
$677K +$54.6K +919 +9%
QC
1304
Quent Capital
New York
$673K +$47K +792 +8%
SLWA
1305
San Luis Wealth Advisors
California
$672K +$672K +11,323 New
VCAM
1306
Van Cleef Asset Management
Ohio
$672K -$104K -1,750 -13%
ATFA
1307
All Terrain Financial Advisors
Minnesota
$671K +$49.6K +835 +8%
TCM
1308
Tributary Capital Management
Nebraska
$671K -$20.8K -350 -3%
CA
1309
Cumberland Advisors
Florida
$671K
AIA
1310
AIMZ Investment Advisors
California
$667K -$65K -1,095 -9%
AWM
1311
Aviso Wealth Management
Washington
$667K +$27.3K +459 +4%
RWA
1312
River Wealth Advisors
Pennsylvania
$665K
CH
1313
Cromwell Holdings
Wyoming
$663K +$663K +11,171 New
GLA
1314
Good Life Advisors
Pennsylvania
$663K -$18.6K -314 -3%
PA
1315
PFW Advisors
Georgia
$662K -$19.7K -331 -3%
MCM
1316
Mengis Capital Management
Oregon
$660K -$477K -8,024 -42%
VBFP
1317
Valtinson Bruner Financial Planning
Minnesota
$659K +$1.96K +33 +0.3%
DMBA
1318
Deseret Mutual Benefit Administrators
Utah
$655K -$73.5K -1,238 -10%
AHL
1319
Abel Hall LLC
Louisiana
$652K +$10.6K +178 +2%
CCM
1320
Cohen Capital Management
California
$650K
PCA
1321
Providence Capital Advisors
North Carolina
$650K -$6.1M -102,756 -90%
LCM
1322
Leisure Capital Management
California
$646K -$25.6K -431 -4%
KA
1323
Kovack Advisors
Florida
$638K -$23.9K -402 -4%
CFP
1324
Catalyst Financial Partners
Massachusetts
$636K +$44.6K +751 +8%
MBT
1325
Montecito Bank & Trust
California
$636K