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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 %
BCM
1126
BTR Capital Management
California
$1.33M +$80.2K +1,525 +6%
IB
1127
Intrust Bank
Kansas
$1.33M -$128K -2,427 -9%
BWM
1128
Buckley Wealth Management
Nevada
$1.33M +$5.2K +99 +0.4%
SFSG
1129
Stearns Financial Services Group
North Carolina
$1.33M -$61.3K -1,167 -4%
ST
1130
Sentinel Trust
Texas
$1.32M -$29.7K -565 -2%
WAM
1131
Weatherly Asset Management
California
$1.32M +$2.37K +45 +0.2%
EWA
1132
Exencial Wealth Advisors
Oklahoma
$1.32M -$25K -476 -2%
DBIA
1133
Dumont & Blake Investment Advisors
New Jersey
$1.31M +$25.1K +477 +2%
CK
1134
Cohen Klingenstein
New York
$1.31M
AWM
1135
AE Wealth Management
Kansas
$1.3M +$113K +2,155 +10%
WCF
1136
West Coast Financial
California
$1.3M +$1.3M +24,696 New
NIM
1137
Northeast Investment Management
Massachusetts
$1.3M -$2.09M -39,849 -62%
AWM
1138
Aevitas Wealth Management
Massachusetts
$1.29M +$50.6K +962 +4%
IA
1139
Icon Advisers
Colorado
$1.28M
TBA
1140
Tower Bridge Advisors
Pennsylvania
$1.27M -$13.1K -250 -1%
SIM
1141
Sonora Investment Management
Arizona
$1.27M -$51.6K -981 -4%
QCG
1142
Quadrant Capital Group
Ohio
$1.27M -$5.88K -114 -0.5%
QCMC
1143
Quantum Capital Management (California)
California
$1.27M
CPIG
1144
Chicago Partners Investment Group
Illinois
$1.27M +$174K +3,336 +16%
TRCT
1145
Tower Research Capital (TRC)
New York
$1.26M -$6.83M -129,849 -84%
RGNCM
1146
R.G. Niederhoffer Capital Management
New York
$1.26M +$15.8K +300 +1%
AWM
1147
Altavista Wealth Management
North Carolina
$1.26M +$86.4K +1,645 +7%
FSA
1148
Franklin Street Advisors
North Carolina
$1.26M +$28.3K +538 +2%
AF
1149
Allworth Financial
California
$1.25M -$578 -11 -0%
PHK
1150
Point72 Hong Kong
Hong Kong
$1.25M +$894K +17,016 +251%