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Wells Fargo

2,180 hedge funds and large institutions have $155B invested in Wells Fargo in 2024 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 718 increasing their positions, 959 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,180
Holders Change
+48
Holders Change %
+2.25%
% of All Funds
31.6%
Holding in Top 10
73
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.96%
% of All Funds
1.06%
New
204
Increased
718
Reduced
959
Closed
128
Calls
$3.65B
Puts
$4B
Net Calls
-$350M
Net Calls Change
+$567M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
2001
Cranbrook Wealth Management
Michigan
$82.6K
WBC
2002
Westpac Banking Corp
Australia
$81.1K -$223K -3,856 -73%
SA
2003
SRH Advisors
Kansas
$81.1K
NECFA
2004
New England Capital Financial Advisors
Connecticut
$79.1K -$5.57K -96 -7%
CAM
2005
Clarity Asset Management
Iowa
$78.5K +$290 +5 +0.4%
FC
2006
Family CFO
California
$78.1K
KIG
2007
Kessler Investment Group
Indiana
$77K
BCMLT
2008
Beacon Capital Management LLC (Tennessee)
Tennessee
$76.3K +$11.8K +203 +18%
NBT
2009
Northwest Bank & Trust
Iowa
$76.2K
USB
2010
Union Savings Bank
Connecticut
$74.9K -$6.37K -110 -8%
GJIA
2011
Glass Jacobson Investment Advisors
Maryland
$74.1K
OIA
2012
Optimum Investment Advisors
Illinois
$74K
AT
2013
Avalon Trust
New Mexico
$73.5K
FCT
2014
First Community Trust
Iowa
$73.4K
RAM
2015
Ramirez Asset Management
New York
$72.1K
IRAG
2016
Investment Research & Advisory Group
Georgia
$71K
BONH
2017
Bank of New Hampshire
New Hampshire
$70.7K
WAM
2018
WFA Asset Management
Wisconsin
$70.3K +$348 +6 +0.5%
ME
2019
McIlrath & Eck
Washington
$69.2K
OPTFSNA
2020
Old Point Trust & Financial Services N A
Virginia
$68.6K +$51.2K +883 +294%
CHC
2021
City Holding Co
West Virginia
$67.2K
Loomis, Sayles & Company
2022
Loomis, Sayles & Company
Massachusetts
$66K +$5.83K +101 +10%
SAG
2023
Spotlight Asset Group
Illinois
$63.2K -$6.32K -109 -9%
SVCP
2024
Silicon Valley Capital Partners
California
$63.1K +$25.3K +436 +67%
GWSG
2025
GPS Wealth Strategies Group
Colorado
$62K