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Wells Fargo

2,012 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 740 increasing their positions, 889 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+10
Holders Change %
+0.5%
% of All Funds
43.62%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
740
Reduced
889
Closed
104
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Shares
Change %
BIAS
1401
Beacon Investment Advisory Services
New Jersey
$562K +$27.5K +569 +5%
MHS
1402
M Holdings Securities
Oregon
$560K -$44.7K -926 -7%
GLA
1403
Good Life Advisors
Pennsylvania
$560K -$10.7K -221 -2%
FPCG
1404
Fort Pitt Capital Group
Pennsylvania
$557K -$684K -14,150 -55%
WCM
1405
Windsor Capital Management
Arizona
$557K -$1.3K -27 -0.2%
TP
1406
Truvvo Partners
New York
$556K -$366K -7,565 -40%
SMFS
1407
Squar Milner Financial Services
California
$556K +$16.4K +340 +3%
ACA
1408
Aptus Capital Advisors
Alabama
$555K +$555K +11,486 New
9WM
1409
9258 Wealth Management
Ohio
$553K -$33.7K -698 -6%
PCI
1410
Pacifica Capital Investments
Texas
$553K
PCMC
1411
Private Capital Management (Colorado)
Colorado
$551K -$18.6K -384 -3%
TIA
1412
Traphagen Investment Advisors
New Jersey
$551K +$551K +11,399 New
KJWM
1413
Kiley Juergens Wealth Management
Washington
$550K +$7.1K +147 +1%
FNBOH
1414
First National Bank of Hutchinson
Kansas
$549K
EF
1415
Exeter Financial
Arizona
$548K +$3K +62 +0.5%
SSWM
1416
Sheets Smith Wealth Management
North Carolina
$545K -$28.2K -584 -5%
TCM
1417
Tributary Capital Management
Nebraska
$541K +$145K +3,000 +37%
TFF
1418
The Family Firm
Maryland
$540K +$1.4K +29 +0.3%
CA
1419
Claro Advisors
Massachusetts
$538K -$67.3K -1,393 -11%
SHGA
1420
Sand Hill Global Advisors
California
$537K -$45.6K -945 -8%
PAIM
1421
Punch & Associates Investment Management
Minnesota
$537K -$24.2K -500 -4%
FHA
1422
Flagship Harbor Advisors
Massachusetts
$536K -$84.7K -1,753 -14%
GBBWRPM
1423
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$533K +$78K +1,616 +17%
TRAM
1424
Tuscan Ridge Asset Management
Illinois
$533K +$533K +11,035 New
VCM
1425
Vision Capital Management
Oregon
$531K +$13.8K +285 +3%