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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 %
SF
1651
Slagle Financial
Illinois
$340K -$2.32M -39,131 -87%
GFS
1652
GYL Financial Synergies
Connecticut
$340K -$87.8K -1,478 -21%
NCM
1653
Narwhal Capital Management
Georgia
$339K -$3.45K -58 -1%
SGI
1654
Summit Global Investments
Utah
$339K -$6.65K -112 -2%
CFP
1655
Cascade Financial Partners
California
$336K -$59.4K -1,000 -15%
BOH
1656
Bank of Hawaii
Hawaii
$336K +$53.9K +908 +19%
GCM
1657
G2 Capital Management
Ohio
$335K
AWA
1658
Alaska Wealth Advisors
Alaska
$334K -$24.8K -417 -7%
FOA
1659
Five Oceans Advisors
California
$334K +$72.2K +1,216 +28%
BFIC
1660
Bedell Frazier Investment Counselling
California
$333K -$16.3K -275 -5%
ML
1661
McAdam LLC
Pennsylvania
$333K +$10.6K +178 +3%
DA
1662
Detalus Advisors
Missouri
$333K
JWM
1663
Janiczek Wealth Management
Colorado
$332K +$6K +101 +2%
SMC
1664
Smith, Moore & Co
Missouri
$330K -$57.3K -965 -15%
RDWM
1665
Red Door Wealth Management
Tennessee
$330K -$64.5K -1,086 -16%
WIA
1666
World Investment Advisors
California
$328K +$328K +5,531 New
PWP
1667
Pursue Wealth Partners
California
$328K -$117K -1,970 -26%
CA
1668
Crewe Advisors
Utah
$328K +$18.2K +306 +6%
LPT
1669
Legacy Private Trust
Wisconsin
$327K +$17.8K +300 +6%
AA
1670
Advisory Alpha
Michigan
$326K +$16K +270 +5%
CUAMC
1671
China Universal Asset Management Company
China
$326K -$107K -1,808 -25%
WAM
1672
Weinberger Asset Management
California
$325K +$1.66K +28 +0.5%
HCMG
1673
Howard Capital Management Group
California
$324K
RFA
1674
Register Financial Advisors
Georgia
$322K -$11.6K -195 -3%
BHWM
1675
Bar Harbor Wealth Management
New Hampshire
$321K