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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 %
WP
1576
WealthShield Partners
North Carolina
$392K -$8.61K -145 -2%
BWM
1577
BNC Wealth Management
Oregon
$389K +$59 +1 +0%
EGA
1578
E&G Advisors
Texas
$388K +$28K +472 +8%
BWP
1579
Baldwin Wealth Partners
Massachusetts
$388K -$10.3K -174 -3%
BWA
1580
Bordeaux Wealth Advisors
California
$387K +$387K +6,517 New
CWG
1581
Crown Wealth Group
North Carolina
$387K -$40.4K -680 -9%
ACM
1582
Ayrshire Capital Management
Connecticut
$386K +$41.6K +700 +12%
OAM
1583
Occidental Asset Management
California
$385K +$60K +1,011 +18%
SIS
1584
Sound Income Strategies
Florida
$385K +$5.41K +91 +1%
SEIA
1585
Signature Estate & Investment Advisors
California
$384K +$384K +6,470 New
AFP
1586
Ausdal Financial Partners
Iowa
$384K -$21.8K -367 -5%
SFP
1587
Sweet Financial Partners
Minnesota
$383K -$11.7K -197 -3%
ITFISA
1588
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$383K -$6.3K -106 -2%
TIA
1589
Traphagen Investment Advisors
New Jersey
$382K +$30.7K +517 +9%
FLPIM
1590
F.L. Putnam Investment Management
Massachusetts
$382K +$36.4K +613 +11%
FIM
1591
Fruth Investment Management
Texas
$381K -$5.94K -100 -2%
CIA
1592
Cape Investment Advisory
Georgia
$381K -$9.74K -164 -2%
TGAM
1593
TBH Global Asset Management
Tennessee
$379K
VCP
1594
Verus Capital Partners
Arizona
$379K +$89.5K +1,507 +31%
LRIA
1595
Leonard Rickey Investment Advisors
Washington
$378K +$70.4K +1,186 +23%
AFA
1596
AA Financial Advisors
Ohio
$378K -$9.21K -155 -2%
CW
1597
CreativeOne Wealth
Kansas
$377K -$174K -2,926 -32%
FAIM
1598
Financial Advocates Investment Management
Washington
$377K +$24.2K +408 +7%
CG
1599
CFO4Life Group
Texas
$377K +$59.5K +1,002 +19%
NED
1600
Nancy E. Dempze
$374K +$374K +6,302 New