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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 %
RI
2226
Ridgewood Investments
New Jersey
$3.78K +$3.78K +64 New
EWP
2227
Elevation Wealth Partners
California
$3.56K
1IA
2228
1620 Investment Advisors
Massachusetts
$3.45K +$3.45K +58 New
VF
2229
VitalStone Financial
Texas
$2.2K +$2.2K +37 New
CB
2230
Chris Bulman
California
$2.04K +$2.04K +34 New
FW
2231
Fairway Wealth
Ohio
$1.6K +$1.6K +27 New
RWM
2232
Ruedi Wealth Management
Illinois
$1.54K +$1.54K +26 New
WA
2233
WestEnd Advisors
North Carolina
$1.13K +$297 +5 +36%
GA
2234
GoalVest Advisory
New York
$891
PCMC
2235
Planning Capital Management Corporation
Pennsylvania
$594
BFS
2236
Bare Financial Services
Pennsylvania
$178 +$178 +3 New
WCM
2237
Westend Capital Management
California
$135 +$135 +2 New
DRS
2238
Deane Retirement Strategies
Louisiana
$119
DWM
2239
Dogwood Wealth Management
Kansas
$29 -$26
VanEck Associates
2240
VanEck Associates
New York
-$228M -3,937,124 Closed
CF
2241
Canoe Financial
Alberta, Canada
-$171M -2,946,348 Closed
AIG
2242
American International Group
New York
-$52.8M -911,525 Closed
PFC
2243
Poplar Forest Capital
California
-$25.4M -437,556 Closed
HP
2244
Holowesko Partners
Bahamas
-$22.3M -383,981 Closed
KP
2245
Kiltearn Partners
United Kingdom
-$19.9M -345,499 Closed
Janney Montgomery Scott
2246
Janney Montgomery Scott
Pennsylvania
-$18.1M -311,850 Closed
WAM
2247
Weiss Asset Management
Massachusetts
-$15.3M -263,625 Closed
IPAM
2248
ICICI Prudential Asset Management
India
-$14.4M -249,118 Closed
MLICM
2249
Metropolitan Life Insurance Company (MetLife)
New York
-$8.41M -145,153 Closed
AIM
2250
ARGA Investment Management
Connecticut
-$8.22M -141,752 Closed