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Wells Fargo

1,967 hedge funds and large institutions have $191B invested in Wells Fargo in 2018 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 641 increasing their positions, 921 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,967
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
45.04%
Holding in Top 10
133
Holding in Top 10 Change
-49
Holding in Top 10 Change %
-26.92%
% of All Funds
3.05%
New
106
Increased
641
Reduced
921
Closed
94
Calls
$2.04B
Puts
$3.15B
Net Calls
-$1.11B
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
701
Valeo Financial Advisors
Indiana
$4.76M -$215K -4,049 -4%
LW
702
Linscomb Wealth
Texas
$4.76M +$86.3K +1,641 +2%
KS
703
Karpas Strategies
Connecticut
$4.75M +$1.21K +23 +0%
GFA
704
Gifford Fong Associates
California
$4.63M
EP
705
Edgestream Partners
New Jersey
$4.59M +$4.39M +83,501 +2,242%
AMAL
706
Asset Management Advisors LLC
Oklahoma
$4.58M
AT
707
Arden Trust
Delaware
$4.51M -$215K -4,097 -5%
CAPTRUST Financial Advisors
708
CAPTRUST Financial Advisors
North Carolina
$4.5M +$2.72M +51,822 +153%
HCM
709
Hutner Capital Management
Vermont
$4.49M +$2.37K +45 +0.1%
IA
710
IndexIQ Advisors
New York
$4.47M -$2.22M -42,182 -33%
LA
711
LVW Advisors
New York
$4.45M +$18.8K +358 +0.4%
Jones Financial Companies
712
Jones Financial Companies
Missouri
$4.45M -$296K -5,628 -6%
SAM
713
Silvercrest Asset Management
New York
$4.43M -$213K -4,060 -5%
GCM
714
Gibraltar Capital Management
Oklahoma
$4.41M -$34.9K -664 -0.8%
BUB
715
BBVA USA Bancshares
Texas
$4.4M -$201K -3,828 -4%
SFS
716
Sowell Financial Services
Arkansas
$4.4M -$145K -2,759 -3%
SPIA
717
Steward Partners Investment Advisory
New York
$4.38M -$261K -4,973 -6%
PWLP
718
Prio Wealth Limited Partnership
Massachusetts
$4.38M -$197K -3,750 -4%
CWM
719
Concentric Wealth Management
California
$4.37M -$4.21K -80 -0.1%
MYLI
720
Meiji Yasuda Life Insurance
Japan
$4.37M -$159K -3,029 -4%
SIC
721
Salem Investment Counselors
North Carolina
$4.36M -$89.5K -1,703 -2%
AWM
722
Arbor Wealth Management
Florida
$4.35M -$41.1K -783 -0.9%
AIM
723
ARGA Investment Management
Connecticut
$4.35M -$306K -5,825 -7%
AHB
724
Abner Herrman & Brock
New Jersey
$4.34M +$3.56M +67,690 +452%
BTNA
725
Bremer Trust National Association
Minnesota
$4.34M +$770K +14,661 +22%