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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 %
CFA
1401
Cahill Financial Advisors
Minnesota
$548K +$5.17K +87 +1%
RFM
1402
Royal Fund Management
Florida
$547K -$594 -10 -0.1%
LJAC
1403
L.J. Altfest & Co
New York
$546K +$5.22K +88 +1%
B
1404
Bailard
California
$544K +$109K +1,843 +25%
CW
1405
CIC Wealth
Maryland
$543K -$71.8K -1,209 -12%
TL
1406
Tradewinds LLC
North Carolina
$539K +$539K +9,077 New
WCA
1407
Westover Capital Advisors
Delaware
$537K
TCM
1408
Triumph Capital Management
Colorado
$536K +$2.44K +41 +0.5%
WIM
1409
WealthPlan Investment Management
Nebraska
$535K +$1.07K +18 +0.2%
CNBT
1410
Canandaigua National Bank & Trust
New York
$535K -$58.9K -992 -10%
CIM
1411
CIM Investment Management
Pennsylvania
$533K -$3.15K -53 -0.6%
TCB
1412
Texas Capital Bancshares
Texas
$532K -$21.3K -358 -4%
WLPWM
1413
Walled Lake Planning & Wealth Management
Illinois
$532K +$4.57K +77 +0.9%
CCS
1414
Concentric Capital Strategies
Connecticut
$529K +$529K +8,907 New
SWM
1415
SilverOak Wealth Management
Minnesota
$529K -$47.2K -794 -8%
NBT
1416
Northwest Bank & Trust
Iowa
$525K +$449K +7,559 +588%
CCA
1417
Carrera Capital Advisors
Michigan
$525K +$525K +8,839 New
GITFIT
1418
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$525K -$41.6K -700 -7%
TAM
1419
Tucker Asset Management
Colorado
$524K -$5.7K -96 -1%
POIA
1420
Pin Oak Investment Advisors
Texas
$524K +$29.7K +500 +6%
MIP
1421
Marietta Investment Partners
Wisconsin
$523K
MCM
1422
Manchester Capital Management
Vermont
$522K -$26.8K -452 -5%
1WM
1423
1900 Wealth Management
Texas
$522K -$11.8K -199 -2%
HCM
1424
Hodges Capital Management
Texas
$521K -$29.7K -500 -5%
FSCM
1425
Front Street Capital Management
Montana
$521K -$20.2K -340 -4%