WFC icon

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 %
CMP
2176
Coston McIsaac & Partners
Maine
$15K
AA
2177
AlphaMark Advisors
Kentucky
$15K +$12.1K +209 +418%
LFA
2178
LGT Financial Advisors
Texas
$14.7K -$611K -10,284 -98%
FCG
2179
Financial Connections Group
California
$14K +$14K +241 New
CFFP
2180
Center for Financial Planning
Michigan
$13.7K
GG
2181
Gleason Group
Kentucky
$13.5K +$119 +2 +0.9%
KA
2182
Kozak & Associates
Colorado
$13.3K +$61 +1 +0.5%
RFG
2183
REAP Financial Group
Texas
$12.3K +$59 +1 +0.5%
ETS
2184
ESL Trust Services
New York
$12.1K +$12.1K +204 New
DMIC
2185
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11.9K
ACM
2186
Anfield Capital Management
California
$11.2K +$11.2K +189 New
KWAG
2187
Kiely Wealth Advisory Group
North Carolina
$10.6K
RS
2188
Rakuten Securities
Japan
$10.6K -$13.4K -226 -56%
CP
2189
Castleview Partners
Texas
$9.98K
LIA
2190
Lynx Investment Advisory
District of Columbia
$9.9K +$9.9K +167 New
NC
2191
NewSquare Capital
Pennsylvania
$9.86K -$12.9K -217 -57%
WWM
2192
Wolff Wiese Magana
California
$9.5K
RDFA
2193
Ritter Daniher Financial Advisory
Ohio
$9.5K
NA
2194
Nordwand Advisors
Pennsylvania
$9.5K
TLA
2195
Tanglewood Legacy Advisors
Texas
$9.21K
LFA
2196
Legend Financial Advisors
Pennsylvania
$9.09K +$9.09K +153 New
TCA
2197
Trifecta Capital Advisors
Illinois
$9.03K
AEPWM
2198
Atlantic Edge Private Wealth Management
Florida
$8.91K
SC
2199
Swan Capital
Florida
$8.91K +$8.91K +150 New
RAM
2200
Riggs Asset Management
Pennsylvania
$8.67K +$1.31K +22 +18%