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Wells Fargo

2,132 hedge funds and large institutions have $135B invested in Wells Fargo in 2023 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 658 increasing their positions, 889 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,132
Holders Change
+177
Holders Change %
+9.05%
% of All Funds
31.26%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
0.98%
New
313
Increased
658
Reduced
889
Closed
107
Calls
$3.15B
Puts
$4.07B
Net Calls
-$917M
Net Calls Change
+$2.17B
Name Holding Trade Value Shares
Change
Shares
Change %
VAG
2001
VisionPoint Advisory Group
Texas
$35.2K +$22.6K +460 +180%
TCCM
2002
Timber Creek Capital Management
Massachusetts
$34.5K
FWM
2003
Focused Wealth Management
New York
$34.2K +$15.6K +317 +84%
BHWM
2004
Beaird Harris Wealth Management
Texas
$34K +$34K +690 New
BL
2005
BFSG LLC
California
$33.7K +$33.7K +684 New
AEPWM
2006
Atlantic Edge Private Wealth Management
Florida
$33.6K +$33.6K +682 New
PO
2007
Private Ocean
California
$33.5K +$5.41K +110 +19%
HC
2008
Hoese & Co
Minnesota
$32.3K -$73.6K -1,650 -70%
TCG
2009
Transcendent Capital Group
Oklahoma
$32.2K +$32.2K +655 New
SVCP
2010
Silicon Valley Capital Partners
California
$32.1K +$197 +4 +0.6%
WIA
2011
Wetzel Investment Advisors
Indiana
$32K +$32K +660 New
CMA
2012
Cedar Mountain Advisors
Oregon
$31.6K
CPG
2013
Cornerstone Planning Group
New Jersey
$31K -$197 -4 -0.6%
PPC
2014
Park Place Capital
Alabama
$29.8K -$200K -4,058 -87%
RFG
2015
RFP Financial Group
Georgia
$29.6K
AWM
2016
AllSquare Wealth Management
New York
$29.5K
TVAMP
2017
Tennessee Valley Asset Management Partners
Tennessee
$29.5K +$29.5K +599 New
FFL
2018
Financial Freedom LLC
Ohio
$28.3K +$148 +3 +0.5%
SJIM
2019
St. Johns Investment Management
Florida
$27.2K
LFA
2020
Level Financial Advisors
New York
$26.9K +$197 +4 +0.7%
BCPWM
2021
Bradley & Co Private Wealth Management
Florida
$26.3K
RDIA
2022
RE Dickinson Investment Advisors
Iowa
$26K
TC
2023
Truvestments Capital
Florida
$25.6K -$4.92K -100 -16%
AT
2024
Arlington Trust
Alabama
$25.4K +$25.4K +517 New
OCM
2025
Orion Capital Management
California
$24.6K