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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 %
APIM
1526
Agate Pass Investment Management
Washington
$285K -$61.5K -1,569 -18%
APA
1527
Astoria Portfolio Advisors
New York
$285K +$75.6K +1,929 +36%
WA
1528
Waddell & Associates
Tennessee
$284K -$121K -3,082 -30%
PAMG
1529
Patton Albertson Miller Group
Tennessee
$283K -$18.6K -476 -6%
MCCP
1530
Mission Creek Capital Partners
California
$282K -$1.65K -42 -0.6%
CCC
1531
Chelsea Counsel Company
California
$282K
DWM
1532
Destination Wealth Management
California
$282K +$6.19K +158 +2%
RWP
1533
RWA Wealth Partners
Massachusetts
$282K +$46.2K +1,181 +20%
LA
1534
Lynch & Associates
Indiana
$281K
HWA
1535
HHM Wealth Advisors
Tennessee
$281K +$3.02K +77 +1%
CBN
1536
Cadence Bank NA
Texas
$280K -$7.61K -194 -3%
AWA
1537
Arete Wealth Advisors
Illinois
$279K -$112K -2,860 -29%
GL
1538
GHE LLC
Tennessee
$279K -$55.7K -1,150 -17%
DIM
1539
Delta Investment Management
California
$279K
MIC
1540
Means Investment Company
Maine
$279K +$1.22K +31 +0.4%
WA
1541
Wealth Architects
California
$278K -$18.9K -483 -6%
LA
1542
LVW Advisors
New York
$278K -$3.01K -77 -1%
LC
1543
Lincoln Capital
Nebraska
$278K
SSB
1544
Sandy Spring Bank
Maryland
$276K +$904 +23 +0.3%
SWM
1545
Stockman Wealth Management
Montana
$275K -$783 -20 -0.3%
WCM
1546
Wallace Capital Management
Texas
$274K -$12.1K -300 -4%
BWM
1547
BNC Wealth Management
Oregon
$274K -$5.85K -149 -2%
GIA
1548
Guyasuta Investment Advisors
Pennsylvania
$274K
ZIG
1549
Zullo Investment Group
Pennsylvania
$273K +$430 +11 +0.2%
SAS
1550
Sanford Advisory Services
Michigan
$271K