WFC icon

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 %
LWM
1626
Lakeridge Wealth Management
Ohio
$345K +$2.03K +36 +0.6%
NNPTE
1627
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$345K -$1.25M -22,169 -78%
UF
1628
Univest Financial
Pennsylvania
$344K +$344K +6,093 New
RDWM
1629
Red Door Wealth Management
Tennessee
$344K +$30.5K +540 +10%
LWM
1630
LongView Wealth Management
Georgia
$342K +$4.46K +79 +1%
SIA
1631
SeaBridge Investment Advisors
New Jersey
$341K
SMWM
1632
Silvia McColl Wealth Management
California
$341K +$113 +2 +0%
KNW
1633
Kesler Norman & Wride
Utah
$341K +$2.49K +44 +0.7%
CS
1634
Candriam SCA
Luxembourg
$341K
SFS
1635
Stiles Financial Services
Minnesota
$340K +$2.2K +39 +0.7%
CC
1636
Callan Capital
California
$340K +$12.4K +220 +4%
SWM
1637
Silverlake Wealth Management
Vermont
$340K -$4.12K -73 -1%
1WA
1638
180 Wealth Advisors
Washington
$340K +$4.24K +75 +1%
WF
1639
WoodTrust Financial
Wisconsin
$339K +$59.3K +1,049 +21%
JAIC
1640
Josh Arnold Investment Consultant
Minnesota
$339K
AF
1641
Arrow Financial
New York
$338K -$565 -10 -0.2%
DWAM
1642
Duncan Williams Asset Management
Tennessee
$338K +$338K +5,981 New
IAG
1643
Investment Advisory Group
Massachusetts
$338K +$5.25K +93 +2%
FLPIM
1644
F.L. Putnam Investment Management
Massachusetts
$337K -$26.8K -475 -7%
SFI
1645
SPC Financial Inc
Maryland
$336K -$678 -12 -0.2%
AWM
1646
Ariadne Wealth Management
California
$335K +$335K +4,805 New
FCA
1647
FinTrust Capital Advisors
South Carolina
$335K +$31.9K +564 +11%
AP
1648
Atwood & Palmer
Missouri
$335K
OLA
1649
Oliver Luxxe Assets
New Jersey
$333K -$2.2K -39 -0.7%
PTB
1650
Pioneer Trust Bank
Oregon
$333K