WFC icon

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 %
S
1301
Surevest
California
$452K
MWM
1302
Modera Wealth Management
New Jersey
$450K +$13.3K +339 +3%
PPP
1303
Private Portfolio Partners
New Jersey
$450K +$274 +7 +0.1%
DLA
1304
Douglas Lane & Associates
New York
$447K -$8.46K -216 -2%
JCM
1305
Jacobi Capital Management
Pennsylvania
$446K -$33.2K -848 -7%
GTAM
1306
Global Trust Asset Management
Florida
$446K -$3.8K -97 -0.8%
CA
1307
Claro Advisors
Massachusetts
$445K -$11.9K -304 -3%
DA
1308
DSC Advisors
Illinois
$445K -$6.34K -162 -1%
AWS
1309
AJ Wealth Strategies
New York
$443K +$352 +9 +0.1%
LCM
1310
Leisure Capital Management
California
$443K +$10.7K +272 +2%
OWA
1311
One Wealth Advisors
California
$443K +$443K +11,316 New
MW
1312
Marcum Wealth
Ohio
$442K +$33.6K +858 +8%
BCM
1313
BTR Capital Management
California
$440K -$1.96K -50 -0.4%
PWPS
1314
Pinnacle Wealth Planning Services
Ohio
$438K -$188K -4,802 -30%
BMC
1315
Beaton Management Company
Massachusetts
$438K
RWA
1316
RGT Wealth Advisors
Texas
$435K -$97.1K -2,477 -18%
VAM
1317
Vontobel Asset Management
New York
$435K -$11.7K -298 -3%
FWP
1318
FAS Wealth Partners
Kansas
$435K +$24.6K +628 +6%
ZB
1319
Zions Bancorporation
Utah
$435K +$57.3K +1,460 +15%
IF
1320
Intrua Financial
Texas
$433K -$4.82K -123 -1%
CT
1321
Chicago Trust
Illinois
$432K -$116K -2,948 -21%
RCM
1322
Radnor Capital Management
Pennsylvania
$432K -$9.84K -251 -2%
PCM
1323
Pointe Capital Management
Michigan
$432K
9WM
1324
9258 Wealth Management
Ohio
$431K -$14.2K -362 -3%
WBC
1325
West Branch Capital
Massachusetts
$429K -$12.1K -310 -3%