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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 %
TIM
2101
Tortoise Investment Management
New York
$52.3K
BHWM
2102
Beaird Harris Wealth Management
Texas
$51.3K +$18.1K +305 +54%
SRCM
2103
Signature Resources Capital Management
California
$50.5K
PP
2104
PrairieView Partners
Minnesota
$50K +$59 +1 +0.1%
PAI
2105
Pittenger & Anderson Inc
Nebraska
$49.4K
OWA
2106
Opal Wealth Advisors
New York
$48.6K -$9.8K -165 -17%
MFT
2107
Moisand Fitzgerald Tamayo
Florida
$47.8K
ATC
2108
Advantage Trust Company
Kansas
$47.5K
FC
2109
Fairscale Capital
New Hampshire
$47K +$47K +780 New
TCG
2110
Transcendent Capital Group
Oklahoma
$46.2K +$7.31K +123 +19%
BL
2111
BFSG LLC
California
$45.7K +$59 +1 +0.1%
PO
2112
Private Ocean
California
$43.6K +$9.8K +165 +29%
HC
2113
Hoese & Co
Minnesota
$43.4K
FMP
2114
Financial Management Professionals
Texas
$43K -$6.84K -116 -14%
PPA
2115
Painted Porch Advisors
California
$41.9K +$41.9K +705 New
TCCM
2116
Timber Creek Capital Management
Massachusetts
$41.6K
MWM
2117
Mascoma Wealth Management
New Hampshire
$40.4K
LFASL
2118
Lugano Financial Advisors SA (LFA)
Switzerland
$38.4K +$33.6K +565 +698%
WIA
2119
Wetzel Investment Advisors
Indiana
$38.3K
VWA
2120
Valued Wealth Advisors
Utah
$37.4K +$13.1K +220 +54%
PPC
2121
Park Place Capital
Alabama
$37.1K +$8.79K +148 +31%
FGA
2122
Fortis Group Advisors
New Jersey
$36.8K -$254K -4,269 -87%
NFSG
2123
Newbridge Financial Services Group
Florida
$35.9K +$3.39K +57 +10%
CPG
2124
Cornerstone Planning Group
New Jersey
$35.7K +$2.81K +54 +9%
Aristotle Capital Management
2125
Aristotle Capital Management
California
$35.6K