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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 %
MFG
2051
Mendota Financial Group
Wisconsin
$68.1K
FFL
2052
Financial Freedom LLC
Ohio
$67.8K +$283 +5 +0.4%
AWM
2053
Activest Wealth Management
Florida
$67.8K -$45.9K -812 -40%
ME
2054
McIlrath & Eck
Washington
$67.4K
Loomis, Sayles & Company
2055
Loomis, Sayles & Company
Massachusetts
$67K +$1.18K +21 +2%
OPTFSNA
2056
Old Point Trust & Financial Services N A
Virginia
$66.8K
FAM
2057
Flaharty Asset Management
Florida
$66.8K +$66.8K +1,182 New
CM
2058
Capula Management
Cayman Islands
$66.5K +$66.5K +1,178 New
FFA
2059
Frazier Financial Advisors
Ohio
$65.9K -$24.9K -441 -27%
CHC
2060
City Holding Co
West Virginia
$65.5K
SVCP
2061
Silicon Valley Capital Partners
California
$62.1K +$339 +6 +0.5%
CJL
2062
Cyrus J. Lawrence
New York
$62K +$11.8K +212 +24%
PFG
2063
Peterson Financial Group
Iowa
$62K +$62K +1,097 New
AFS
2064
Annapolis Financial Services
Maryland
$61.9K +$1.98K +35 +3%
NECFA
2065
New England Capital Financial Advisors
Connecticut
$61.7K -$5.54K -98 -8%
M
2066
MOTCO
Texas
$61.1K
OIA
2067
Optimum Investment Advisors
Illinois
$60.8K -$11.3K -200 -16%
WWP
2068
WR Wealth Planners
Missouri
$60K -$45.5K -805 -43%
RFS
2069
Richardson Financial Services
Massachusetts
$59.1K
PAI
2070
Pittenger & Anderson Inc
Nebraska
$58.5K +$11.5K +204 +25%
CAM
2071
Creekmur Asset Management
Illinois
$58.2K
IBOK
2072
Independence Bank of Kentucky
Kentucky
$57.6K -$28K -495 -33%
FP
2073
Financial Perspectives
Minnesota
$57.1K
WAM
2074
Westport Asset Management
Connecticut
$56.5K
AIM
2075
Arcadia Investment Management
Michigan
$56.5K