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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 %
ZIG
1376
Zuckerman Investment Group
Illinois
$390K
VA
1377
Valmark Advisers
Ohio
$387K +$77.7K +1,980 +25%
MAM
1378
Martingale Asset Management
Massachusetts
$386K +$23.3K +595 +6%
LA
1379
Latitude Advisors
Florida
$384K -$745K -19,046 -66%
VWA
1380
Visionary Wealth Advisors
Illinois
$382K -$227K -5,813 -37%
ATFA
1381
All Terrain Financial Advisors
Minnesota
$382K -$5.76K -147 -1%
FCIM
1382
Fairview Capital Investment Management
California
$382K -$3.91K -100 -1%
BCA
1383
Bray Capital Advisors
Florida
$382K +$196 +5 +0.1%
WTB
1384
Washington Trust Bank
Washington
$379K -$68.9K -1,761 -15%
VWA
1385
V Wealth Advisors
Kansas
$378K -$136K -3,478 -26%
DCM
1386
Donaldson Capital Management
Indiana
$377K -$16.2K -413 -4%
VCP
1387
Verus Capital Partners
Arizona
$376K -$177K -3,080 -32%
RCWM
1388
Royal Capital Wealth Management
Indiana
$376K -$7.4K -189 -2%
HFM
1389
Hartford Financial Management
Connecticut
$376K
GT
1390
Glenview Trust
Kentucky
$375K -$358K -9,122 -49%
IWM
1391
IHT Wealth Management
Illinois
$375K -$38.4K -978 -9%
PSC
1392
Prentiss Smith & Co
Vermont
$375K
LJAC
1393
L.J. Altfest & Co
New York
$374K -$177K -4,511 -32%
Kovitz Investment Group Partners
1394
Kovitz Investment Group Partners
Illinois
$374K -$29.1K -744 -7%
EF
1395
Exeter Financial
Arizona
$372K -$1.1K -28 -0.3%
WP
1396
WealthShield Partners
North Carolina
$370K -$1.41K -36 -0.4%
TCB
1397
Texas Capital Bancshares
Texas
$367K
RWP
1398
Ridgecrest Wealth Partners
California
$367K
DA
1399
Doliver Advisors
Texas
$365K
HIMC
1400
Heritage Investors Management Corp
Maryland
$365K +$3.72K +95 +1%