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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 %
MIM
2076
Manitou Investment Management
Ontario, Canada
$56.5K
BGA
2077
Battery Global Advisors
Massachusetts
$56.5K +$56.5K +1,000 New
KFP
2078
Keener Financial Planning
Texas
$56K
FDCP
2079
Foster Dykema Cabot & Partners
Massachusetts
$55.3K
MFT
2080
Moisand Fitzgerald Tamayo
Florida
$54.5K +$9.1K +161 +20%
MAM
2081
Meeder Asset Management
Ohio
$52.5K +$452 +8 +0.9%
LG
2082
LAM Group
Oregon
$50.8K
BWL
2083
Bogart Wealth LLC
Virginia
$50.7K +$56 +1 +0.1%
SNB
2084
Security National Bank
Nebraska
$50.6K
SRCM
2085
Signature Resources Capital Management
California
$48.1K
LFASL
2086
Lugano Financial Advisors SA (LFA)
Switzerland
$48K +$11.5K +203 +31%
TIM
2087
Tortoise Investment Management
New York
$46.8K -$2.94K -52 -6%
ATC
2088
Advantage Trust Company
Kansas
$45.2K
BHWM
2089
Beaird Harris Wealth Management
Texas
$45K -$3.84K -68 -8%
WI
2090
Wintrust Investments
Illinois
$45K -$636K -11,408 -93%
FC
2091
Fairscale Capital
New Hampshire
$44.1K
CTB
2092
Country Trust Bank
Illinois
$43.9K -$6.33K -112 -13%
BL
2093
BFSG LLC
California
$43.6K +$57 +1 +0.1%
CPG
2094
Cornerstone Planning Group
New Jersey
$43.5K -$1.31K -20 -3%
FMP
2095
Financial Management Professionals
Texas
$42K +$847 +15 +2%
HC
2096
Hoese & Co
Minnesota
$40.9K
PPA
2097
Painted Porch Advisors
California
$39.8K
TCG
2098
Transcendent Capital Group
Oklahoma
$37K -$6.95K -123 -16%
PPC
2099
Park Place Capital
Alabama
$35.3K
FGA
2100
Fortis Group Advisors
New Jersey
$35K