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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 %
CAM
2151
Costello Asset Management
Pennsylvania
$23.6K
VWM
2152
Valley Wealth Managers
New Jersey
$22.9K +$21.4K +360 +1,385%
AIC
2153
Archer Investment Corporation
Indiana
$22.2K
JPWM
2154
Jamison Private Wealth Management
Georgia
$22.1K +$5.76K +97 +35%
SC
2155
Stephens Consulting
Michigan
$21.1K
MIM
2156
Meridiem Investment Management
United Kingdom
$20.8K
AFIA
2157
America First Investment Advisors
Nebraska
$20.3K
KFS
2158
Kelly Financial Services
Massachusetts
$20K
RTL
2159
Red Tortoise LLC
Georgia
$20K
EFP
2160
EnRich Financial Partners
Wisconsin
$19.4K -$2.85K -48 -13%
MSG
2161
Main Street Group
Virginia
$19.4K -$485 -8 -2%
SIS
2162
Strategic Investment Solutions
Illinois
$19.1K +$19.1K +433 New
RWA
2163
Redmont Wealth Advisors
Illinois
$19K
PP
2164
PFS Partners
New Jersey
$18.5K
NOI
2165
Newton One Investments
Delaware
$17.9K +$119 +2 +0.7%
WIM
2166
Westside Investment Management
California
$17.8K
OLVIG
2167
Oliver Lagore Vanvalin Investment Group
Michigan
$17.8K +$17.8K +300 New
DWA
2168
Dougherty Wealth Advisers
Minnesota
$17.8K
DF
2169
Dunhill Financial
United Kingdom
$17.7K +$415 +7 +2%
T
2170
Tidemark
California
$17.5K -$6.77K -114 -28%
BIM
2171
Breakwater Investment Management
Washington
$17.1K
CFS
2172
CGC Financial Services
Oregon
$16.6K
VAG
2173
VisionPoint Advisory Group
Texas
$15.1K
NMM
2174
Naples Money Management
Florida
$15.1K
HB
2175
Horizon Bancorp
Indiana
$15K -$12.6K -215 -46%