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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 %
KSWA
1201
Kathleen S. Wright Associates
Pennsylvania
$580K
PP
1202
PrairieView Partners
Minnesota
$579K +$272K +6,934 +88%
BMA
1203
Brooks Moore & Associates
Tennessee
$577K -$309K -7,900 -35%
BWP
1204
Baldwin Wealth Partners
Massachusetts
$576K
AWM
1205
Alterna Wealth Management
Texas
$575K -$19.6K -500 -3%
IIA
1206
IPG Investment Advisors
California
$572K -$94.1K -2,400 -14%
CNC
1207
Canandaigua National Corp
New York
$572K -$2.94K -75 -0.5%
FMWA
1208
Forvis Mazars Wealth Advisors
Missouri
$570K +$75.2K +1,919 +15%
HI
1209
Harbour Investments
Wisconsin
$570K +$570K +14,547 New
PCA
1210
Personal Capital Advisors
California
$569K -$6.66K -170 -1%
CPA
1211
Cardiff Park Advisors
California
$566K +$6.66K +170 +1%
TAM
1212
Tocqueville Asset Management
New York
$565K -$3.38M -86,224 -86%
LA
1213
LexAurum Advisors
Kansas
$563K +$235 +6 +0%
GI
1214
Gradient Investments
Minnesota
$557K -$4.54K -116 -0.8%
EA
1215
Eclectic Associates
California
$557K +$103K +2,630 +23%
SWM
1216
Shakespeare Wealth Management
Wisconsin
$556K +$2.98K +75 +0.5%
ESB
1217
Essex Savings Bank
Connecticut
$556K +$7K +179 +1%
TSS
1218
Two Sigma Securities
New York
$555K -$2.04M -51,982 -79%
HWMA
1219
Heritage Wealth Management (Arizona)
Arizona
$554K +$705 +18 +0.1%
VIM
1220
VELA Investment Management
Ohio
$553K +$131K +3,347 +31%
AI
1221
Aperture Investors
New York
$552K +$552K +14,100 New
GQG Partners
1222
GQG Partners
Florida
$551K -$4.59M -117,265 -89%
RC
1223
Rovin Capital
Arizona
$549K +$16K +408 +3%
QPWM
1224
Quadrant Private Wealth Management
Pennsylvania
$548K -$12.4K -316 -2%
WLPWM
1225
Walled Lake Planning & Wealth Management
Illinois
$545K