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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 %
CAL
1976
Capital Analysts LLC
Pennsylvania
$186K +$24.1K +404 +15%
BIA
1977
Bell Investment Advisors
California
$186K -$32.4K -545 -15%
GBT
1978
Grove Bank & Trust
Florida
$179K
SWA
1979
SOA Wealth Advisors
New York
$177K
CFD
1980
Creative Financial Designs
Indiana
$177K -$8.79K -148 -5%
TFIPS
1981
Towarzystwo Funduszy Inwestycyjnych PZU SA
$175K
PIA
1982
Powell Investment Advisors
Florida
$167K -$20.9K -352 -11%
WPA
1983
West Paces Advisors
Georgia
$166K -$7.13K -120 -4%
CIR
1984
Clear Investment Research
Georgia
$162K
OP
1985
ORG Partners
Indiana
$162K +$149K +2,474 +1,145%
PCWA
1986
Pacific Capital Wealth Advisors
California
$161K +$23.8K +400 +17%
MHR
1987
Matthew Hamilton Rosenberg
$156K
NMG
1988
New Millennium Group
Utah
$155K +$155K +2,612 New
MTIC
1989
Missouri Trust & Investment Company
Missouri
$155K
PFA
1990
Pathway Financial Advisers
Indiana
$154K +$59 +1 +0%
CB
1991
CNB Bank
Pennsylvania
$153K -$1.84K -31 -1%
FUBT
1992
First United Bank & Trust
Maryland
$148K
ACA
1993
American Capital Advisory
Idaho
$140K +$492 +10 +0.4%
CB
1994
Community Bank
New York
$137K -$108K -1,813 -44%
OAM
1995
Ostrum Asset Management
France
$137K -$10.7K -180 -7%
VWM
1996
Venturi Wealth Management
Texas
$135K +$91.6K +1,542 +210%
YDMI
1997
Y.D. More Investments
Israel
$134K +$114K +1,916 +565%
HGERS
1998
Householder Group Estate & Retirement Specialist
Arizona
$133K -$41.4K -701 -24%
GCM
1999
Gables Capital Management
Florida
$131K +$23.8K +400 +22%
JGIA
2000
Jackson Grant Investment Advisers
Connecticut
$130K