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Wells Fargo

1,982 hedge funds and large institutions have $108B invested in Wells Fargo in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 742 increasing their positions, 836 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,982
Holders Change
-147
Holders Change %
-6.9%
% of All Funds
33.51%
Holding in Top 10
70
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.66%
% of All Funds
1.18%
New
97
Increased
742
Reduced
836
Closed
215
Calls
$2.32B
Puts
$3.21B
Net Calls
-$890M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Shares
Change %
LI
876
LMCG Investments
Massachusetts
$1.28M -$18.7K -478 -1%
ACM
877
AlphaStar Capital Management
North Carolina
$1.28M +$6.27K +160 +0.5%
GC
878
Grimes & Company
Massachusetts
$1.27M -$8.38K -214 -0.7%
WTC
879
WhitTier Trust Company
Nevada
$1.27M +$52.6K +1,344 +4%
TWM
880
Tradition Wealth Management
Minnesota
$1.26M -$74.4K -1,901 -6%
BFEC
881
Benjamin F. Edwards & Company
Missouri
$1.26M +$636K +16,234 +101%
SACTSONJ
882
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.26M
VVP
883
Venture Visionary Partners
Ohio
$1.26M +$34.4K +878 +3%
CWM
884
Circle Wealth Management
New Jersey
$1.26M -$1.24M -31,530 -50%
VAS
885
Vestmark Advisory Solutions
Massachusetts
$1.26M -$172K -4,399 -12%
SSW
886
Smith Shellnut Wilson
Mississippi
$1.25M -$184K -4,693 -13%
BCV
887
Banque Cantonale Vaudoise
Switzerland
$1.25M -$31.3K -800 -2%
RIM
888
Redwood Investment Management
Arizona
$1.25M +$124K +3,167 +11%
EHC
889
Everett Harris & Co
California
$1.24M -$333K -8,487 -21%
PFO
890
Pathstone Family Office
New Jersey
$1.24M +$133K +3,395 +12%
BOM
891
Bank of Marin
California
$1.24M +$159K +4,059 +15%
BJL
892
Brighton Jones LLC
Washington
$1.24M -$109K -2,783 -8%
KOC
893
Koss-Olinger Consulting
Florida
$1.23M -$26K -665 -2%
BL
894
Balentine LLC
Georgia
$1.22M -$1.21M -31,008 -50%
Assenagon Asset Management
895
Assenagon Asset Management
Luxembourg
$1.22M -$95.9K -2,450 -7%
AP
896
Appleton Partners
Massachusetts
$1.22M +$386K +9,856 +46%
MAM
897
Mystic Asset Management
Rhode Island
$1.22M +$32.1K +819 +3%
RIM
898
Reynolds Investment Management
South Carolina
$1.22M -$29.1K -744 -2%
BTI
899
Blue Trust Inc
Georgia
$1.2M +$1.2M +24,758 New
SWM
900
Sendero Wealth Management
Texas
$1.2M +$384K +9,804 +47%