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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 %
IHWM
1351
Iron Horse Wealth Management
Iowa
$410K +$73.6K +1,882 +22%
TFO
1352
Tarbox Family Office
California
$408K -$4.55K -116 -1%
S
1353
Seeyond
France
$407K -$8.19K -209 -2%
CCA
1354
Childress Capital Advisors
Texas
$406K -$42.2K -1,077 -9%
CL
1355
Choreo LLC
Illinois
$405K -$179K -4,580 -31%
SIM
1356
SSI Investment Management
California
$404K -$3.14K -80 -0.8%
HWA
1357
HCR Wealth Advisors
California
$402K -$15.7K -400 -4%
PTP
1358
Platform Technology Partners
New York
$402K +$14.3K +366 +4%
SC
1359
Steph & Co
Wisconsin
$401K -$22.9K -586 -5%
WSTAM
1360
Wilbanks Smith & Thomas Asset Management
Virginia
$401K -$22.5K -573 -5%
AIM
1361
Athena Investment Management
California
$401K +$237K +6,055 +145%
BFA
1362
Bragg Financial Advisors
North Carolina
$400K -$8.76K -224 -2%
WTA
1363
Washington Trust Advisors
Massachusetts
$400K +$93.1K +2,374 +30%
PAIM
1364
Punch & Associates Investment Management
Minnesota
$398K
FFMBT
1365
First Farmers & Merchants Bank Trust
Tennessee
$398K
CFO
1366
Colony Family Offices
North Carolina
$398K +$398K +10,150 New
XSC
1367
X-Square Capital
Puerto Rico
$397K -$35K -894 -8%
VC
1368
Vicus Capital
Pennsylvania
$397K -$3.29K -84 -0.8%
WCWM
1369
Willow Creek Wealth Management
California
$397K +$397K +10,145 New
AMG
1370
Advisors Management Group
Wisconsin
$396K +$3.57K +91 +0.9%
BWA
1371
Bordeaux Wealth Advisors
California
$395K -$5.32K -136 -1%
AIM
1372
Aspen Investment Management
Michigan
$395K -$3.91K -100 -1%
SCC
1373
Steel Canyon Capital
Arizona
$394K -$588K -15,003 -60%
LFA
1374
Lauterbach Financial Advisors
Texas
$394K +$470 +12 +0.1%
IIM
1375
Ipswich Investment Management
Massachusetts
$393K +$18.5K +473 +5%