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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 %
SIM
1551
SSI Investment Management
California
$408K -$475 -8 -0.1%
RWPA
1552
Richard W. Paul & Associates
Michigan
$406K -$4.99K -84 -1%
MFC
1553
Morris Financial Concepts
South Carolina
$405K
LIA
1554
LBMC Investment Advisors
Tennessee
$404K
MIC
1555
Means Investment Company
Maine
$403K +$43.4K +730 +12%
BC
1556
Belmont Capital
California
$403K +$124K +2,085 +44%
MWM
1557
Modern Wealth Management
Kansas
$403K +$128K +2,154 +47%
D
1558
Diversified
Delaware
$403K +$45K +758 +13%
EA
1559
Evolution Advisers
Virginia
$402K -$1.66K -28 -0.4%
OCBCO
1560
Oversea-Chinese Banking Corp (OCBC)
Singapore
$402K +$194K +3,405 +93%
AWM
1561
Aprio Wealth Management
Georgia
$401K +$61.7K +1,039 +18%
DMC
1562
Drexel Morgan & Co
Pennsylvania
$401K
FRA
1563
Front Row Advisors
California
$399K +$11.6K +196 +3%
PMFA
1564
Plante Moran Financial Advisors
Michigan
$399K
SHGA
1565
Sand Hill Global Advisors
California
$399K
WWM
1566
Wagner Wealth Management
South Carolina
$399K -$891 -15 -0.2%
CCWM
1567
Cassaday & Co Wealth Management
Virginia
$398K -$388K -6,535 -49%
CP
1568
Canopy Partners
Ohio
$397K +$11.3K +190 +3%
AB
1569
Atlas Brown
Kentucky
$396K +$29.4K +495 +8%
ZB
1570
Zions Bancorporation
Utah
$396K -$182K -3,068 -32%
EWA
1571
ERTS Wealth Advisors
Michigan
$396K -$772 -13 -0.2%
GWWM
1572
Great Waters Wealth Management
Minnesota
$395K +$395K +6,652 New
TFA
1573
Transamerica Financial Advisors
Florida
$393K
TC
1574
TradeLink Capital
Illinois
$392K +$392K +6,600 New
SB
1575
Sunflower Bank
Texas
$392K +$25.8K +434 +7%