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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 %
BFO
1326
Biltmore Family Office
North Carolina
$760K
HI
1327
Horizon Investments
North Carolina
$758K +$25.8K +495 +4%
SSWM
1328
Sheets Smith Wealth Management
North Carolina
$757K +$2.21K +42 +0.3%
DWA
1329
Divergent Wealth Advisors
Utah
$753K -$6.01K -113 -0.8%
OPTFSNA
1330
Old Point Trust & Financial Services N A
Virginia
$753K +$5.25K +100 +0.7%
NIPH
1331
NN Investment Partners Holdings
Netherlands
$753K +$753K +14,330 New
NG
1332
Northstar Group
New York
$751K -$5.63K -107 -0.7%
TH
1333
TCTC Holdings
Texas
$751K
TFS
1334
TrustCore Financial Services
Tennessee
$751K +$14.7K +280 +2%
QSS
1335
Quantitative Systematic Strategies
Florida
$749K -$2.61M -49,675 -78%
LJHT
1336
Laurie J. Hall Trustee
$748K -$3.47K -66 -0.5%
LSAG
1337
Lake Street Advisors Group
New Hampshire
$747K -$439K -8,355 -37%
IWM
1338
IHT Wealth Management
Illinois
$747K -$101K -1,917 -12%
MA
1339
Marshwinds Advisory
Georgia
$745K +$18.9K +359 +3%
WEC
1340
Winslow Evans & Crocker
Massachusetts
$740K -$57.6K -1,092 -7%
TWA
1341
TCI Wealth Advisors
Arizona
$740K -$2.73K -52 -0.4%
PCA
1342
Personal Capital Advisors
California
$737K +$225K +4,291 +44%
TA
1343
Tiedemann Advisors
New York
$735K -$45.3K -859 -6%
EA
1344
Elm Advisors
California
$730K +$526K +10,000 +257%
WWM
1345
Windsor Wealth Management
Indiana
$729K +$216K +4,119 +42%
LJAC
1346
L.J. Altfest & Co
New York
$728K -$2.52K -48 -0.3%
AF
1347
Arrow Financial
New York
$728K
OCM
1348
Osterweis Capital Management
California
$726K +$55.3K +1,052 +8%
PWPS
1349
Pinnacle Wealth Planning Services
Ohio
$723K +$65.3K +1,243 +10%
RIM
1350
Regent Investment Management
Kentucky
$718K -$5.26K -100 -0.7%