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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 %
FCAG
1276
First Capital Advisors Group
New Jersey
$480K -$293K -7,483 -38%
CSPIA
1277
Cary Street Partners Investment Advisory
Virginia
$479K +$479K +12,236 New
GLA
1278
Good Life Advisors
Pennsylvania
$478K -$2.71K -69 -0.6%
GSC
1279
G&S Capital
Colorado
$478K +$20.8K +531 +5%
FIM
1280
Freedom Investment Management
Connecticut
$477K -$81.6K -2,083 -15%
MWM
1281
Madison Wealth Management
Ohio
$477K -$43.4K -1,108 -8%
BHBT
1282
Burke & Herbert Bank & Trust
Virginia
$476K -$11.5K -293 -2%
AWAP
1283
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$472K -$6.3K -161 -1%
TIM
1284
Total Investment Management
Arizona
$472K -$3.29K -84 -0.7%
LCAM
1285
London & Capital Asset Management
United Kingdom
$471K +$471K +12,012 New
ISB
1286
Iowa State Bank
Iowa
$469K -$12.3K -314 -3%
PWMG
1287
Pinnacle Wealth Management Group
Michigan
$466K
JC
1288
Jacobs & Co
California
$465K +$26K +665 +6%
AMIM
1289
Aull & Monroe Investment Management
Alabama
$464K
PCI
1290
Pacifica Capital Investments
Texas
$464K
SAM
1291
Summit Asset Management
Tennessee
$464K
IFWM
1292
Institute for Wealth Management
Colorado
$464K +$6.66K +170 +1%
DBIA
1293
Dumont & Blake Investment Advisors
New Jersey
$463K -$5.99K -153 -1%
HI
1294
Hudock Inc
Pennsylvania
$463K +$3.68K +94 +0.8%
MBT
1295
Montecito Bank & Trust
California
$462K
CCFM
1296
Clear Creek Financial Management
Washington
$460K +$153K +3,899 +50%
CWM
1297
Cornerstone Wealth Management
Missouri
$459K -$4.82K -123 -1%
PIA
1298
Perennial Investment Advisors
California
$456K -$22.3K -569 -5%
WA
1299
Wealth Alliance
New York
$456K +$8.93K +228 +2%
OWP
1300
Obermeyer Wealth Partners
Colorado
$454K +$6.73K +172 +2%