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Wells Fargo

2,180 hedge funds and large institutions have $155B invested in Wells Fargo in 2024 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 718 increasing their positions, 959 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,180
Holders Change
+48
Holders Change %
+2.25%
% of All Funds
31.6%
Holding in Top 10
73
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.96%
% of All Funds
1.06%
New
204
Increased
718
Reduced
959
Closed
128
Calls
$3.65B
Puts
$4B
Net Calls
-$350M
Net Calls Change
+$567M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
1326
Athena Investment Management
California
$585K -$2.32K -40 -0.4%
Marshall Wace
1327
Marshall Wace
United Kingdom
$581K -$48M -828,468 -99%
AP
1328
Appleton Partners
Massachusetts
$581K -$342K -5,896 -37%
BMC
1329
Beaton Management Company
Massachusetts
$580K -$23.2K -400 -4%
PCM
1330
PAR Capital Management
Massachusetts
$580K +$580K +10,000 New
CNBT
1331
Canandaigua National Bank & Trust
New York
$579K -$61.9K -1,068 -10%
ZIG
1332
Zuckerman Investment Group
Illinois
$578K +$578K +9,968 New
Koshinski Asset Management
1333
Koshinski Asset Management
Illinois
$577K +$577K +9,963 New
EWM
1334
Empirical Wealth Management
Washington
$577K +$145K +2,495 +33%
SC
1335
Sapient Capital
Indiana
$576K -$103K -1,771 -15%
AA
1336
Alta Advisers
United Kingdom
$574K
MCM
1337
Monument Capital Management
Virginia
$572K -$8.87K -153 -2%
BFC
1338
Bedel Financial Consulting
Indiana
$570K +$1.1K +19 +0.2%
CFP
1339
Catalyst Financial Partners
Massachusetts
$569K +$61.2K +1,071 +12%
RCM
1340
RB Capital Management
Nevada
$569K +$83.7K +1,444 +17%
KFGK
1341
Keystone Financial Group (Kentucky)
Kentucky
$567K +$51.5K +888 +10%
IHWM
1342
Iron Horse Wealth Management
Iowa
$567K -$13K -225 -2%
CWP
1343
Concord Wealth Partners
Virginia
$566K -$185K -3,192 -25%
ZB
1344
Zions Bancorporation
Utah
$564K -$127K -2,183 -18%
OWM
1345
OneAscent Wealth Management
Alabama
$564K -$19.6K -338 -3%
SWM
1346
SilverOak Wealth Management
Minnesota
$562K
RCWM
1347
Royal Capital Wealth Management
Indiana
$561K +$753 +13 +0.1%
VP
1348
Verum Partners
North Carolina
$558K -$43.3K -747 -7%
HFM
1349
Hartford Financial Management
Connecticut
$556K
AIM
1350
Aspen Investment Management
Michigan
$555K