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Wells Fargo

1,972 hedge funds and large institutions have $213B invested in Wells Fargo in 2018 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 662 increasing their positions, 973 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,972
Holders Change
-31
Holders Change %
-1.55%
% of All Funds
45.21%
Holding in Top 10
182
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+10.98%
% of All Funds
4.17%
New
99
Increased
662
Reduced
973
Closed
106
Calls
$2.53B
Puts
$3.52B
Net Calls
-$988M
Net Calls Change
-$177M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
1426
Transform Wealth
Colorado
$633K -$971K -17,501 -61%
FFS
1427
Founders Financial Securities
Maryland
$628K -$6.82K -123 -1%
NAM
1428
NTV Asset Management
West Virginia
$627K -$50.9K -917 -8%
MJRIC
1429
Mogy Joel R Investment Counsel
California
$626K
HF
1430
HRT Financial
New York
$625K +$625K +11,276 New
CCMG
1431
Clark Capital Management Group
Pennsylvania
$623K -$85.4K -1,540 -12%
Koshinski Asset Management
1432
Koshinski Asset Management
Illinois
$615K -$78K -1,407 -11%
TFF
1433
The Family Firm
Maryland
$612K -$6.71K -121 -1%
SIC
1434
Shoker Investment Counsel
Ohio
$610K +$146K +2,633 +31%
CBA
1435
Coastal Bridge Advisors
Connecticut
$608K +$51.5K +930 +9%
BCWM
1436
Blue Chip Wealth Management
Florida
$607K -$54.7K -987 -8%
AWA
1437
Arete Wealth Advisors
Illinois
$604K -$19.8K -358 -3%
EF
1438
Exeter Financial
Arizona
$601K -$77K -1,390 -11%
AIM
1439
Arcadia Investment Management
Michigan
$599K +$33.3K +600 +6%
CGL
1440
Clarius Group LLC
Washington
$599K +$266K +4,805 +80%
OIA
1441
Optimum Investment Advisors
Illinois
$596K +$9.64K +174 +2%
CPC
1442
Congress Park Capital
New York
$595K +$22.3K +403 +4%
DAM
1443
Doheny Asset Management
California
$594K -$69.3K -1,250 -10%
BB
1444
Bell Bank
North Dakota
$590K -$4.83K -87 -0.8%
NIA
1445
Northstar Investment Advisors
Colorado
$589K -$1.71K -31 -0.3%
KA
1446
Kaizen Advisory
Illinois
$588K +$350K +6,311 +147%
BI
1447
Bramshill Investments
Florida
$587K +$587K +10,595 New
NWM
1448
Northwest Wealth Management
Iowa
$586K -$30.4K -548 -5%
ADL
1449
Asset Dedication LLC
California
$584K -$5.17K -94 -0.9%
WC
1450
Weil Company
California
$568K