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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 %
KPP
2126
Kings Path Partners
Texas
$22.6K
CAM
2127
Costello Asset Management
Pennsylvania
$22.5K
HDIM
2128
Hanson & Doremus Investment Management
Vermont
$22K -$4.29K -75 -16%
VWM
2129
Valley Wealth Managers
New Jersey
$21.8K
TWD
2130
True Wealth Design
Ohio
$21.5K +$21.5K +380 New
MWM
2131
Mascoma Wealth Management
New Hampshire
$21.4K -$17.1K -302 -44%
GSEP
2132
Golden State Equity Partners
California
$21.1K -$1.83M -32,418 -99%
JPWM
2133
Jamison Private Wealth Management
Georgia
$21K
SC
2134
Stephens Consulting
Michigan
$20.1K
AIC
2135
Archer Investment Corporation
Indiana
$19.9K -$1.24K -22 -6%
MIM
2136
Meridiem Investment Management
United Kingdom
$19.8K
RTL
2137
Red Tortoise LLC
Georgia
$19K
NFA
2138
Northwest Financial Advisors
Virginia
$18.5K +$18.5K +328 New
EFP
2139
EnRich Financial Partners
Wisconsin
$18.5K
RWA
2140
Redmont Wealth Advisors
Illinois
$18.1K
MSG
2141
Main Street Group
Virginia
$18.1K
PP
2142
PFS Partners
New Jersey
$17.6K
DF
2143
Dunhill Financial
United Kingdom
$17.1K +$283 +5 +2%
WIM
2144
Westside Investment Management
California
$16.9K
DWA
2145
Dougherty Wealth Advisers
Minnesota
$16.9K
BIM
2146
Breakwater Investment Management
Washington
$16.3K
CFS
2147
CGC Financial Services
Oregon
$15.8K
KWAG
2148
Kiely Wealth Advisory Group
North Carolina
$14.5K
KA
2149
Kozak & Associates
Colorado
$14.1K +$64 +1 +0.5%
OLVIG
2150
Oliver Lagore Vanvalin Investment Group
Michigan
$14.1K -$2.83K -50 -17%