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Wells Fargo

2,129 hedge funds and large institutions have $155B invested in Wells Fargo in 2022 Q1 according to their latest regulatory filings, with 195 funds opening new positions, 826 increasing their positions, 814 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,129
Holders Change
+68
Holders Change %
+3.3%
% of All Funds
33.69%
Holding in Top 10
83
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.78%
% of All Funds
1.31%
New
195
Increased
826
Reduced
814
Closed
104
Calls
$2.9B
Puts
$4.02B
Net Calls
-$1.13B
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
1326
Purus Wealth Management
California
$611K +$2.91K +60 +0.5%
AI
1327
AXS Investments
New York
$611K +$131K +2,694 +27%
JIC
1328
Johnson Investment Counsel
Ohio
$610K +$51K +1,053 +9%
MAA
1329
Mraz Amerine & Associates
California
$609K -$11.4K -236 -2%
WPW
1330
Waldron Private Wealth
Pennsylvania
$609K +$87.7K +1,810 +17%
DG
1331
DMC Group
Alabama
$608K -$45.5K -982 -7%
EWA
1332
EverSource Wealth Advisors
Alabama
$605K -$4.94K -102 -0.8%
HMS
1333
Hanseatic Management Services
New Mexico
$604K +$24.4K +503 +4%
BHBT
1334
Burke & Herbert Bank & Trust
Virginia
$603K -$40.4K -834 -6%
CA
1335
Continuum Advisory
Idaho
$599K +$599K +13,737 New
SAMC
1336
Spectrum Asset Management (California)
California
$598K -$39.5K -814 -6%
LWM
1337
Liberty Wealth Management
California
$597K +$1.65K +34 +0.3%
MS
1338
Maven Securities
Jersey
$596K +$138K +2,850 +30%
BOPW
1339
Brandywine Oak Private Wealth
Pennsylvania
$596K +$596K +12,315 New
ISB
1340
Iowa State Bank
Iowa
$595K
OPCM
1341
Osborne Partners Capital Management
California
$594K -$29.5K -609 -5%
PIA
1342
Perennial Investment Advisors
California
$594K -$9.47K -195 -2%
GLA
1343
Good Life Advisors
Pennsylvania
$594K -$4.65K -96 -0.8%
JCM
1344
Jacobi Capital Management
Pennsylvania
$593K +$67.9K +1,401 +13%
AWAP
1345
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$592K +$96.1K +1,983 +19%
BCAM
1346
Boston Common Asset Management
Massachusetts
$591K -$87.9K -1,812 -13%
Loomis, Sayles & Company
1347
Loomis, Sayles & Company
Massachusetts
$589K -$362K -7,476 -38%
TIM
1348
Total Investment Management
Arizona
$588K +$485 +10 +0.1%
HCP
1349
Hexagon Capital Partners
Arkansas
$584K -$2.76K -57 -0.5%
PWW
1350
Pettyjohn Wood & White
Virginia
$583K +$1.99K +41 +0.3%