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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
32.54%
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 %
AWM
2126
AllSquare Wealth Management
New York
$35.6K
MCM
2127
MidAtlantic Capital Management
Virginia
$35.6K -$27.9K -469 -44%
CJ
2128
Caitlin John
Michigan
$33.6K -$18.1K -305 -35%
IGWM
2129
ICA Group Wealth Management
Colorado
$33.3K -$190K -3,205 -85%
SJIM
2130
St. Johns Investment Management
Florida
$32.8K
BCPWM
2131
Bradley & Co Private Wealth Management
Florida
$31.7K
ACA
2132
Atlas Capital Advisors
Wyoming
$31.1K -$15.2K -256 -33%
RDIA
2133
RE Dickinson Investment Advisors
Iowa
$30.9K
PGAM
2134
Princeton Global Asset Management
New Jersey
$29.8K +$18.1K +305 +156%
GWP
2135
Gen-Wealth Partners
Michigan
$29.7K
OCM
2136
Orion Capital Management
California
$29.7K
AT
2137
Arlington Trust
Alabama
$28.8K
BC
2138
Barrett & Company
Rhode Island
$28.3K
SWM
2139
Sanctuary Wealth Management
Idaho
$28.3K
CMA
2140
Cedar Mountain Advisors
Oregon
$28.3K -$8.85K -149 -24%
BAM
2141
Byrne Asset Management
New Jersey
$28.1K +$2.87K +50 +11%
SHIM
2142
Stone House Investment Management
Pennsylvania
$27.9K +$178 +3 +0.6%
JFG
2143
JDM Financial Group
Texas
$27.6K
HDIM
2144
Hanson & Doremus Investment Management
Vermont
$27K +$3.17K +54 +13%
PWMG
2145
Private Wealth Management Group
New Jersey
$26.7K
BAM
2146
Bellevue Asset Management
Washington
$25.4K +$119 +2 +0.5%
MFA
2147
McClarren Financial Advisors
Pennsylvania
$25K -$155K -366 -86%
MFS
2148
Mattson Financial Services
Michigan
$24.9K +$24.9K +419 New
MLA
2149
MB, Levis & Associates
Pennsylvania
$24.9K
KPP
2150
Kings Path Partners
Texas
$23.8K +$23.8K +400 New