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Wells Fargo

2,217 hedge funds and large institutions have $140B invested in Wells Fargo in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 774 increasing their positions, 915 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,217
Holders Change
-20
Holders Change %
-0.89%
% of All Funds
32.07%
Holding in Top 10
60
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-22.08%
% of All Funds
0.87%
New
165
Increased
774
Reduced
915
Closed
158
Calls
$2.94B
Puts
$3.72B
Net Calls
-$778M
Net Calls Change
-$380M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
2026
Centerpoint Advisors
Massachusetts
$83K -$22.7K -400 -21%
AWM
2027
Atticus Wealth Management
Florida
$82.8K +$23.5K +416 +40%
WOSD
2028
WFA of San Diego
California
$82.5K
UIA
2029
Ulland Investment Advisors
Minnesota
$81K
CT
2030
Clearstead Trust
Maine
$80.8K
OWP
2031
ORG Wealth Partners
Texas
$80.8K +$80.8K +1,430 New
GWSG
2032
GPS Wealth Strategies Group
Colorado
$80.7K
CWM
2033
Cranbrook Wealth Management
Michigan
$80.5K
FWM
2034
Focused Wealth Management
New York
$79.9K +$79.9K +1,415 New
CB
2035
Community Bank
New York
$79.4K -$51.2K -906 -39%
SA
2036
SRH Advisors
Kansas
$79.1K
FC
2037
Family CFO
California
$76.1K
KIG
2038
Kessler Investment Group
Indiana
$75K
C
2039
Covestor
United Kingdom
$75K +$11.1K +196 +17%
TCM
2040
TruNorth Capital Management
Michigan
$73.4K +$16.9K +300 +30%
USB
2041
Union Savings Bank
Connecticut
$73K
CYG
2042
Clean Yield Group
Vermont
$72.4K +$15.9K +282 +28%
GJIA
2043
Glass Jacobson Investment Advisors
Maryland
$72.2K
CAM
2044
Clarity Asset Management
Iowa
$71.5K +$339 +6 +0.5%
OP
2045
ORG Partners
Indiana
$71.3K -$80.8K -1,429 -53%
RAM
2046
Ramirez Asset Management
New York
$70.3K
IRAG
2047
Investment Research & Advisory Group
Georgia
$69.2K
FMTCOCP
2048
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$69K
PP
2049
PrairieView Partners
Minnesota
$69K +$22.1K +396 +47%
BONH
2050
Bank of New Hampshire
New Hampshire
$68.9K