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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 %
FFC
1601
First Financial Corp
Indiana
$373K
SMA
1602
Seven Mile Advisory
New Jersey
$372K +$4.04K +68 +1%
KCFA
1603
Key Client Fiduciary Advisors
New Jersey
$371K -$8.61K -145 -2%
AFG
1604
Allegheny Financial Group
Pennsylvania
$371K -$1.43K -24 -0.4%
LB
1605
Legacy Bridge
Iowa
$370K
PA
1606
Procyon Advisors
Connecticut
$370K -$5.88M -98,933 -94%
HIG
1607
Heritage Investment Group
Florida
$369K
NPA
1608
Nichols & Pratt Advisers
Massachusetts
$368K -$53.5K -900 -13%
ACG
1609
Allen Capital Group
Nebraska
$368K +$7.9K +133 +2%
WA
1610
Wealthstream Advisors
New York
$368K +$5.7K +96 +2%
CNB
1611
Camden National Bank
Maine
$368K +$368K +6,194 New
EP
1612
EPIQ Partners
Minnesota
$368K
IFA
1613
Index Fund Advisors
California
$367K +$367K +6,186 New
MAG
1614
M3 Advisory Group
Massachusetts
$364K +$11.9K +200 +3%
CBT
1615
CoreFirst Bank & Trust
Kansas
$364K -$4.16K -70 -1%
SWM
1616
Silverlake Wealth Management
Vermont
$362K +$30.5K +513 +9%
LWM
1617
Lakeridge Wealth Management
Ohio
$361K +$361K +6,079 New
TFF
1618
The Family Firm
Maryland
$360K -$4.87K -82 -1%
SIA
1619
SeaBridge Investment Advisors
New Jersey
$359K
SMWM
1620
Silvia McColl Wealth Management
California
$359K +$119 +2 +0%
CS
1621
Candriam SCA
Luxembourg
$358K
NFP
1622
Narus Financial Partners
Utah
$358K +$50.5K +851 +16%
RZH
1623
Relyea Zuckerberg Hanson
Connecticut
$357K +$9.8K +165 +3%
1WA
1624
180 Wealth Advisors
Washington
$357K +$357K +5,936 New
FAM
1625
Fenimore Asset Management
New York
$356K