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 %
HGA
2201
Hobbs Group Advisors
South Carolina
$7.86K +$7.86K +132 New
CCA
2202
Criterion Capital Advisors
Tennessee
$7.84K
PS
2203
PayPay Securities
Japan
$7.78K -$1.01K -17 -11%
GWSA
2204
Global Wealth Strategies & Associates
Colorado
$7.54K
HH
2205
HWG Holdings
Texas
$7.42K +$7.42K +125 New
IA
2206
IFS Advisors
Kansas
$7.01K
SFCL
2207
Strengthening Families & Communities LLC
Massachusetts
$7K +$7K +120 New
CWA
2208
Carolina Wealth Advisors
South Carolina
$6.71K
TFM
2209
TFC Financial Management
Massachusetts
$6.24K +$713 +12 +13%
DFA
2210
DHJJ Financial Advisors
Illinois
$6.19K
NRG
2211
Nemes Rush Group
Michigan
$6.18K
CAM
2212
ClariVest Asset Management
California
$6.13K -$4.6K -78 -43%
EAM
2213
Eukles Asset Management
Ohio
$6K
LOIP
2214
Live Oak Investment Partners
Texas
$5.94K
HFS
2215
Horizon Financial Services
North Carolina
$5.76K
TFA
2216
Toth Financial Advisory
Virginia
$5.52K
PWA
2217
Provenance Wealth Advisors
Florida
$5.29K
BFS
2218
Burkett Financial Services
South Carolina
$5.28K +$59 +1 +1%
DWA
2219
Delos Wealth Advisors
Texas
$4.69K
CSWM
2220
Cassady Schiller Wealth Management
Ohio
$4.69K
DAL
2221
Delta Accumulation LLC
California
$4.34K
MWA
2222
Moser Wealth Advisors
Washington
$4.28K
AP
2223
Aspect Partners
Virginia
$4.16K
FWA
2224
FSC Wealth Advisors
New York
$4.04K
AFG
2225
Albion Financial Group
Utah
$3.98K