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Wells Fargo

2,527 hedge funds and large institutions have $178B invested in Wells Fargo in 2024 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 819 increasing their positions, 929 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,527
Holders Change
+310
Holders Change %
+13.98%
% of All Funds
33.64%
Holding in Top 10
88
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+46.67%
% of All Funds
1.17%
New
450
Increased
819
Reduced
929
Closed
97
Calls
$5.27B
Puts
$4.62B
Net Calls
+$649M
Net Calls Change
+$1.43B
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
1726
Parsons Capital Management
Rhode Island
$417K +$12.4K +177 +3%
1CP
1727
17 Capital Partners
Arizona
$416K +$141K +2,005 +51%
TIA
1728
Traphagen Investment Advisors
New Jersey
$415K -$37.4K -532 -8%
FIM
1729
Fruth Investment Management
Texas
$415K -$21K -300 -5%
SFS
1730
Stiles Financial Services
Minnesota
$415K -$8.5K -121 -2%
PTB
1731
Pioneer Trust Bank
Oregon
$414K
AFA
1732
AA Financial Advisors
Ohio
$414K
SC
1733
Searle & Co
Connecticut
$414K +$414K +5,887 New
ACM
1734
Arcataur Capital Management
Wisconsin
$411K
EWA
1735
ERTS Wealth Advisors
Michigan
$411K -$46.2K -658 -10%
SIAG
1736
Safeguard Investment Advisory Group
California
$410K +$9.62K +137 +2%
1WA
1737
180 Wealth Advisors
Washington
$410K -$12.3K -175 -3%
WP
1738
WMS Partners
Maryland
$409K +$409K +5,822 New
FFC
1739
First Financial Corp
Indiana
$408K -$33.5K -477 -8%
MA
1740
Mezzasalma Advisors
New Jersey
$408K +$87.4K +1,245 +27%
FFA
1741
Florida Financial Advisors
Florida
$407K +$90.9K +1,294 +29%
MCA
1742
MSH Capital Advisors
Arizona
$407K -$351 -5 -0.1%
CWG
1743
Cornerstone Wealth Group
North Carolina
$406K +$23.5K +334 +6%
ITIM
1744
Indiana Trust & Investment Management
Indiana
$406K
GCA
1745
Gallagher Capital Advisors
Texas
$404K +$404K +5,754 New
CFP
1746
Cascade Financial Partners
California
$404K +$6.18K +88 +2%
DWAM
1747
Duncan Williams Asset Management
Tennessee
$401K -$18.8K -267 -4%
M1FG
1748
Mach-1 Financial Group
Arkansas
$400K -$74K -1,053 -16%
BI
1749
Ballast Inc
Kentucky
$400K -$351 -5 -0.1%
CA
1750
CoreCap Advisors
Michigan
$398K +$84.3K +1,200 +27%