WFC icon

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 %
IWA
1676
IBEX Wealth Advisors
New Jersey
$321K +$321K +5,410 New
HWA
1677
HHM Wealth Advisors
Tennessee
$321K -$14.3K -241 -4%
BGAI
1678
Bruce G. Allen Investments
Colorado
$321K +$17.6K +296 +6%
MFWP
1679
Mosaic Family Wealth Partners
Missouri
$320K +$4.63K +78 +1%
BAG
1680
Bridgewealth Advisory Group
California
$320K +$59 +1 +0%
IC
1681
Inscription Capital
Texas
$320K
MFG
1682
Magnus Financial Group
New York
$319K +$9.56K +161 +3%
OL
1683
Optas LLC
Texas
$319K +$27.7K +466 +9%
NCM
1684
Nelson Capital Management
California
$319K +$319K +5,370 New
AW
1685
Alaethes Wealth
Nevada
$318K
FCA
1686
FinTrust Capital Advisors
South Carolina
$318K +$36.9K +622 +13%
AF
1687
Aviso Financial
Ontario, Canada
$318K +$318K +5,358 New
SNBOSD
1688
Security National Bank of So Dak
Iowa
$318K
OC
1689
Oakworth Capital
Alabama
$317K -$209K -3,511 -40%
CWM
1690
CarsonAllaria Wealth Management
Illinois
$316K -$20.2K -340 -6%
DSC
1691
Duncker Streett & Co
Missouri
$316K -$7.36K -124 -2%
NRC
1692
New Republic Capital
North Carolina
$316K +$11.6K +195 +4%
JCM
1693
Jacobsen Capital Management
Utah
$315K +$23.1K +389 +8%
CFG
1694
CKW Financial Group
Hawaii
$315K -$72.7K -1,200 -19%
RP
1695
Raelipskie Partnership
Ontario, Canada
$315K
CC
1696
Constitution Capital
Connecticut
$315K
CWM
1697
Congress Wealth Management
Massachusetts
$315K -$1.14M -19,213 -78%
CT
1698
Coastline Trust
Rhode Island
$313K
WCM
1699
Wallace Capital Management
Texas
$313K
GIA
1700
Guyasuta Investment Advisors
Pennsylvania
$312K