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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 %
CBT
1101
CoreFirst Bank & Trust
Kansas
$729K -$116K -2,964 -14%
LGA
1102
Lebenthal Global Advisors
New York
$724K +$213K +5,433 +42%
PWP
1103
Principle Wealth Partners
Connecticut
$722K -$5.72K -146 -0.8%
WPC
1104
Wedmont Private Capital
Pennsylvania
$720K +$109K +2,770 +18%
AF
1105
Advisornet Financial
Minnesota
$719K -$94.1K -2,403 -12%
FB
1106
Fulton Bank
Pennsylvania
$715K -$43.9K -1,121 -6%
EFS
1107
Essex Financial Services
Connecticut
$709K -$30.1K -769 -4%
GIA
1108
GHP Investment Advisors
Colorado
$709K -$18.3K -467 -3%
ROTUOC
1109
Regents of the University of California
California
$709K
KFSC
1110
Keystone Financial Services (Colorado)
Colorado
$709K +$12.5K +292 +2%
B
1111
Bailard
California
$708K +$367K +9,360 +107%
HBT
1112
Heartland Bank & Trust
Illinois
$706K +$21.8K +557 +3%
BOC
1113
Barbara Oil Co
Illinois
$705K
DAS
1114
Dynamic Advisor Solutions
Arizona
$705K +$36.1K +922 +5%
DWA
1115
Douglass Winthrop Advisors
New York
$703K +$4.19K +107 +0.6%
GC
1116
Gilbert & Cook
Iowa
$702K -$416K -10,609 -37%
PCP
1117
Proficio Capital Partners
Massachusetts
$698K -$12K -307 -2%
CIP
1118
Convergence Investment Partners
Florida
$693K -$8.38K -214 -1%
SFG
1119
Summit Financial Group
West Virginia
$691K -$5.88K -150 -0.8%
SB
1120
Simmons Bank
Arkansas
$689K -$94.2K -2,408 -12%
NCM
1121
Neumann Capital Management
California
$686K -$157K -4,000 -19%
VBFP
1122
Valtinson Bruner Financial Planning
Minnesota
$686K +$431 +11 +0.1%
WBG
1123
Wharton Business Group
Pennsylvania
$685K +$429K +10,945 +167%
NIC
1124
Northwest Investment Counselors
Oregon
$684K -$3.92K -100 -0.6%
LAS
1125
LWM Advisory Services
Florida
$683K +$9.32K +238 +1%