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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 %
CFA
1401
Cahill Financial Advisors
Minnesota
$632K +$3.26K +62 +0.5%
IFWM
1402
Institute for Wealth Management
Colorado
$632K +$4.36K +83 +0.7%
WPP
1403
Whalerock Point Partners
Rhode Island
$630K +$26.3K +500 +4%
MSA
1404
Marino Stram & Associates
Massachusetts
$628K -$133K -2,559 -17%
FAT
1405
First American Trust
California
$628K -$57.4K -1,092 -8%
SLF
1406
Sun Life Financial
Ontario, Canada
$628K +$3K +57 +0.5%
OCM
1407
One Capital Management
California
$627K -$8.09K -154 -1%
BO
1408
Bank OZK
Arkansas
$626K -$91.8K -1,746 -13%
LKIM
1409
Lawson Kroeker Investment Management
Nebraska
$623K -$63.1K -1,200 -9%
IGGA
1410
Iron Gate Global Advisors
Utah
$621K +$178K +3,388 +40%
AAM
1411
Autus Asset Management
Arizona
$619K -$555K -10,552 -47%
OC
1412
Oarsman Capital
Wisconsin
$618K -$13K -247 -2%
FPCP
1413
Fort Point Capital Partners
California
$618K +$189K +3,590 +44%
HIC
1414
Hartline Investment Corp
Illinois
$615K
SAM
1415
Smithbridge Asset Management
Pennsylvania
$614K
WCM
1416
Whitener Capital Management
North Carolina
$614K +$11.1K +211 +2%
FPCG
1417
Fort Pitt Capital Group
Pennsylvania
$612K
HKIM
1418
Hayek Kallen Investment Management
Alabama
$610K -$111K -2,117 -15%
PAIM
1419
Punch & Associates Investment Management
Minnesota
$609K
SAM
1420
Summit Asset Management
Tennessee
$605K
FDCC
1421
Foster Dykema Cabot & Co
Massachusetts
$604K -$1.89K -36 -0.3%
GAMA
1422
Graticule Asia Macro Advisors
New York
$604K +$604K +11,500 New
JC
1423
Jacobs & Co
California
$602K -$43.3K -825 -7%
PCI
1424
Pacifica Capital Investments
Texas
$601K -$52.6K -1,000 -8%
TW
1425
Transform Wealth
Colorado
$600K