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 %
NCTC
1801
New Covenant Trust Company
Indiana
$260K -$14.7K -249 -5%
BFA
1802
Bill Few Associates
Pennsylvania
$260K -$17.1K -288 -6%
SIC
1803
Samalin Investment Counsel
New York
$259K +$1.13K +19 +0.4%
SWM
1804
Stockman Wealth Management
Montana
$258K -$31.2K -526 -11%
MAM
1805
Martingale Asset Management
Massachusetts
$257K +$257K +4,330 New
NFC
1806
Northeast Financial Consultants
Connecticut
$255K -$17.8K -300 -7%
LCS
1807
Levin Capital Strategies
New York
$255K
FCFC
1808
First Citizens Financial Corp
Iowa
$255K -$7.13K -120 -3%
BWM
1809
BlackDiamond Wealth Management
New York
$254K +$254K +4,818 New
TF
1810
Trek Financial
Arizona
$254K +$254K +4,277 New
MA
1811
Mezzasalma Advisors
New Jersey
$253K +$253K +4,267 New
CWM
1812
Chesapeake Wealth Management
Virginia
$253K
GCA
1813
Gradient Capital Advisors
California
$253K +$950 +16 +0.4%
FAB
1814
First American Bank
Illinois
$253K
EIG
1815
Ellenbecker Investment Group
Wisconsin
$253K -$19.1K -322 -7%
IHL
1816
Investment House LLC
California
$253K +$11.9K +200 +5%
RBC
1817
Romano Brothers & Co
Illinois
$253K -$5.94K -100 -2%
BIG
1818
Builder Investment Group
Georgia
$252K +$59 +1 +0%
WG
1819
Wealth Group
North Carolina
$252K -$4.04K -68 -2%
AWM
1820
Arista Wealth Management
Nevada
$252K +$252K +4,243 New
TCM
1821
Tradewinds Capital Management
Washington
$252K +$772 +13 +0.3%
WA
1822
WealthTrust Axiom
Pennsylvania
$252K
CCIA
1823
Cherry Creek Investment Advisors
Colorado
$252K +$772 +13 +0.3%
PFA
1824
Professional Financial Advisors
Nebraska
$251K +$1.37K +23 +0.5%
FA
1825
Fermata Advisors
California
$251K