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Wells Fargo

2,012 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 740 increasing their positions, 889 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+10
Holders Change %
+0.5%
% of All Funds
43.62%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
740
Reduced
889
Closed
104
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
1276
Stratos Wealth Advisors
Ohio
$772K -$19.5K -403 -2%
SFG
1277
Summit Financial Group
West Virginia
$771K
BIC
1278
Beach Investment Counsel
Pennsylvania
$769K
KWA
1279
KCS Wealth Advisory
California
$765K +$74.2K +1,536 +11%
PNAA
1280
Pictet North America Advisors
Switzerland
$763K -$34.4K -713 -4%
BIM
1281
Baldwin Investment Management
Pennsylvania
$762K -$33.8K -700 -4%
BPA
1282
Beacon Pointe Advisors
California
$761K +$677 +14 +0.1%
DP
1283
Denver PWM
Colorado
$760K +$59.3K +1,215 +8%
BC
1284
Brio Consultants
California
$757K +$2.22K +46 +0.3%
LF
1285
Lantz Financial
Illinois
$756K +$756K +15,653 New
IAMOG
1286
Investors Asset Management of Georgia
Georgia
$749K +$97 +2 +0%
GSC
1287
G&S Capital
Colorado
$749K +$870 +18 +0.1%
ACM
1288
AlphaCrest Capital Management
New York
$743K -$912K -18,873 -55%
CWM
1289
Calamos Wealth Management
Illinois
$742K -$57.7K -1,194 -7%
BFO
1290
Biltmore Family Office
North Carolina
$740K
RC
1291
Roundview Capital
New Jersey
$739K -$18.4K -381 -2%
SIC
1292
Shoker Investment Counsel
Ohio
$739K +$128K +2,648 +21%
AIM
1293
Aspen Investment Management
Michigan
$735K -$68.9K -1,425 -9%
BAM
1294
Barrett Asset Management
New York
$734K +$8.7K +180 +1%
AAM
1295
Augustine Asset Management
Florida
$733K +$11.6K +241 +2%
TTWM
1296
TCV Trust & Wealth Management
Virginia
$729K -$152K -3,147 -17%
FFA
1297
First Foundation Advisors
California
$729K -$87.4K -1,808 -11%
NWP
1298
Northstar Wealth Partners
Connecticut
$725K
NC
1299
Noked Capital
Israel
$725K
NI
1300
Noked Israel
Israel
$725K