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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 %
FI
1501
Financial Insights
Washington
$415K -$22.8K -403 -5%
PCI
1502
Pacifica Capital Investments
Texas
$414K
HP
1503
Holistic Planning
Texas
$414K +$157K +2,786 +61%
CA
1504
Cornerstone Advisory
Maryland
$414K +$4.63K +82 +1%
SW
1505
SteelPeak Wealth
California
$414K +$17.6K +311 +4%
DIM
1506
Delta Investment Management
California
$414K
LCM
1507
Laurion Capital Management
New York
$413K -$5.14M -90,927 -93%
FNBTCON
1508
First National Bank & Trust Co of Newtown
Pennsylvania
$412K
ST
1509
Spinnaker Trust
Maine
$411K -$113K -2,000 -22%
LA
1510
Lakeside Advisors
Washington
$411K -$41.3K -731 -9%
ACG
1511
Allen Capital Group
Nebraska
$410K +$60.1K +1,064 +17%
WCG
1512
Weaver Consulting Group
California
$410K
LA
1513
Lynch & Associates
Indiana
$410K
AFT
1514
Alpha Family Trust
California
$408K
SCM
1515
Sterneck Capital Management
Missouri
$407K -$144K -2,548 -26%
PP
1516
Patten & Patten
Tennessee
$406K
WA
1517
Waddell & Associates
Tennessee
$404K +$621 +11 +0.2%
SAM
1518
Summit Asset Management
Tennessee
$404K
BLC
1519
Brown, Lisle/Cummings
Rhode Island
$404K -$6.72K -119 -2%
CA
1520
Cambridge Advisors
Nebraska
$402K -$33.8K -598 -8%
MW
1521
Maia Wealth
Colorado
$402K +$147K +2,249 +58%
KSWA
1522
Kathleen S. Wright Associates
Pennsylvania
$402K
NHT
1523
New Hampshire Trust
New Hampshire
$401K
SAM
1524
S.A. Mason
Michigan
$401K
CWS
1525
Confluence Wealth Services
Pennsylvania
$401K -$17.2K -304 -4%