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Wells Fargo

2,217 hedge funds and large institutions have $140B invested in Wells Fargo in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 774 increasing their positions, 915 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,217
Holders Change
-20
Holders Change %
-0.89%
% of All Funds
32.07%
Holding in Top 10
60
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-22.08%
% of All Funds
0.87%
New
165
Increased
774
Reduced
915
Closed
158
Calls
$2.94B
Puts
$3.72B
Net Calls
-$778M
Net Calls Change
-$380M
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
1376
Perennial Investment Advisors
California
$519K -$10.1K -178 -2%
HIA
1377
Harbor Investment Advisory
Maryland
$519K -$6.95K -123 -1%
SCM
1378
Sebold Capital Management
Illinois
$518K -$55.4K -981 -10%
B
1379
Bailard
California
$516K -$1.24K -22 -0.2%
SPA
1380
Sherbrooke Park Advisers
New York
$516K -$1.58M -28,022 -75%
VNA
1381
Valley National Advisers
Pennsylvania
$516K -$879K -15,585 -63%
AP
1382
Appleton Partners
Massachusetts
$514K -$25.4K -450 -5%
BFG
1383
Berger Financial Group
Minnesota
$513K +$53.6K +948 +12%
ACM
1384
Aljian Capital Management
Nevada
$513K +$513K +9,075 New
CAS
1385
CTC Alternative Strategies
Illinois
$512K -$1.09M -19,282 -68%
RMDI
1386
R.M. Davis Inc
Maine
$511K +$19K +336 +4%
WCA
1387
Westover Capital Advisors
Delaware
$511K
GITFIT
1388
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$511K +$11.3K +200 +2%
WIM
1389
WealthPlan Investment Management
Nebraska
$510K +$1.19K +21 +0.2%
TCM
1390
Triumph Capital Management
Colorado
$510K -$339 -6 -0.1%
LFA
1391
Lauterbach Financial Advisors
Texas
$509K +$3.5K +62 +0.7%
PWM
1392
Prentice Wealth Management
New York
$509K -$23.8K -422 -4%
TCB
1393
Texas Capital Bancshares
Texas
$506K
WLPWM
1394
Walled Lake Planning & Wealth Management
Illinois
$506K +$56 +1 +0%
OL
1395
OneFund LLC
Florida
$505K -$26.7K -472 -5%
MWM
1396
Meridian Wealth Management
Kentucky
$504K +$504K +8,929 New
SIM
1397
Stratos Investment Management
Ohio
$503K -$27.5K -487 -5%
CNBT
1398
Canandaigua National Bank & Trust
New York
$502K -$6.1K -108 -1%
SWC
1399
Spectrum Wealth Counsel
Indiana
$502K -$38.5K -681 -7%
NBT
1400
Northwest Bank & Trust
Iowa
$500K