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 %
PA
2001
PSI Advisors
Florida
$130K -$10.5K -177 -8%
SWM
2002
Sugarloaf Wealth Management
Georgia
$128K +$178 +3 +0.1%
CT
2003
Colonial Trust
South Carolina
$127K -$48.8K -822 -28%
TC
2004
Trust Company
Kansas
$124K -$14.8K -250 -11%
BFPW
2005
BOK Financial Private Wealth
Colorado
$121K
BTC
2006
Bank & Trust Company
Illinois
$121K +$121K +2,037 New
SR
2007
Syntax Research
Florida
$121K
GFPC
2008
Global Financial Private Client
Florida
$120K
AWM
2009
Activest Wealth Management
Florida
$119K +$71.3K +1,200 +148%
SOAMC
2010
Spirit of America Management Corp
New York
$119K
KLWA
2011
Kelly Lawrence W & Associates
California
$119K +$59.4K +1,000 +100%
AAG
2012
Armstrong Advisory Group
Massachusetts
$118K
SFC
2013
Strategic Financial Concepts
Texas
$115K +$115K +28,937 New
CWC
2014
Carolinas Wealth Consulting
North Carolina
$115K -$356 -6 -0.3%
NCM
2015
Northwest Capital Management
Oregon
$113K -$1.77M -29,787 -94%
GEA
2016
Glen Eagle Advisors
New Jersey
$113K -$25.7K -432 -18%
LTI
2017
Laffer Tengler Investments
Tennessee
$113K -$4.69K -79 -4%
JEST
2018
JTC Employer Solutions Trustee
Jersey
$113K
TSWM
2019
Tyler-Stone Wealth Management
Ohio
$113K
AA
2020
AlphaCentric Advisors
Puerto Rico
$112K -$3.74K -63 -3%
CA
2021
Centerpoint Advisors
Massachusetts
$111K -$9.59K -161 -8%
WWP
2022
WR Wealth Planners
Missouri
$111K +$20.4K +344 +23%
WAS
2023
Winch Advisory Services
Wisconsin
$109K +$594 +10 +0.5%
CJH
2024
Christopher J. Hasenberg
Wisconsin
$107K +$107K +1,809 New
ANBT
2025
American National Bank & Trust
Texas
$105K