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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 %
CWM
2051
Cranbrook Wealth Management
Michigan
$84.6K
SA
2052
SRH Advisors
Kansas
$83.1K
FC
2053
Family CFO
California
$80K
VAMG
2054
Voisard Asset Management Group
Michigan
$79.8K -$42.8K -720 -35%
KIG
2055
Kessler Investment Group
Indiana
$78.9K
BCMLT
2056
Beacon Capital Management LLC (Tennessee)
Tennessee
$78.2K +$59 +1 +0.1%
USB
2057
Union Savings Bank
Connecticut
$76.8K
GJIA
2058
Glass Jacobson Investment Advisors
Maryland
$75.9K +$59 +1 +0.1%
OIA
2059
Optimum Investment Advisors
Illinois
$75.8K
CAM
2060
Clarity Asset Management
Iowa
$74.8K -$5.64K -95 -7%
RAM
2061
Ramirez Asset Management
New York
$73.9K
FMTCOCP
2062
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$73K -$15.8K -266 -18%
IRAG
2063
Investment Research & Advisory Group
Georgia
$72.8K
BONH
2064
Bank of New Hampshire
New Hampshire
$72.5K
WAM
2065
WFA Asset Management
Wisconsin
$72.3K +$297 +5 +0.4%
MFG
2066
Mendota Financial Group
Wisconsin
$71.6K -$23.6K -398 -25%
AT
2067
Avalon Trust
New Mexico
$71.3K -$4.04K -68 -5%
FFL
2068
Financial Freedom LLC
Ohio
$71K +$36.7K +618 +107%
ME
2069
McIlrath & Eck
Washington
$70.9K
NECFA
2070
New England Capital Financial Advisors
Connecticut
$70.7K -$10.3K -174 -13%
OPTFSNA
2071
Old Point Trust & Financial Services N A
Virginia
$70.3K
Loomis, Sayles & Company
2072
Loomis, Sayles & Company
Massachusetts
$69K +$1.42K +24 +2%
CHC
2073
City Holding Co
West Virginia
$68.9K
C
2074
Covestor
United Kingdom
$67K -$30.5K -514 -31%
SVCP
2075
Silicon Valley Capital Partners
California
$65K +$356 +6 +0.6%