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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 %
RWA
1551
River Wealth Advisors
Pennsylvania
$413K
ACM
1552
AUA Capital Management
Pennsylvania
$412K
CHAM
1553
Clear Harbor Asset Management
Connecticut
$411K -$2.09M -40,235 -84%
HK
1554
Horizon Kinetics
New York
$411K -$22.9K -437 -5%
CA
1555
Calton & Associates
Florida
$410K +$17.4K +331 +4%
TF
1556
Tompkins Financial
New York
$409K -$5.26K -100 -1%
PL
1557
Plancorp LLC
Missouri
$409K +$1.79K +34 +0.4%
BIM
1558
Barton Investment Management
Pennsylvania
$407K
FPS
1559
Fieldpoint Private Securities
Connecticut
$407K +$26.3K +500 +7%
FHC
1560
First Heartland Consultants
Missouri
$406K -$52.1K -993 -11%
Financial Engines Advisors
1561
Financial Engines Advisors
California
$404K +$390K +7,423 +2,729%
LPIC
1562
LeJeune Puetz Investment Counsel
Michigan
$403K -$21.1K -400 -5%
TCM
1563
Tuttle Capital Management
Connecticut
$402K -$1.12M -21,407 -74%
SWM
1564
Segment Wealth Management
Texas
$401K +$20.5K +389 +5%
LC
1565
LCNB Corp
Ohio
$399K -$13.1K -250 -3%
FIA
1566
Foundations Investment Advisors
Arizona
$399K +$80.1K +1,525 +25%
NL
1567
NWAM LLC
Washington
$398K -$316 -6 -0.1%
AB
1568
AT Bancorp
Iowa
$398K
WPW
1569
Waldron Private Wealth
Pennsylvania
$398K +$18.7K +356 +5%
PCMC
1570
Paragon Capital Management (Colorado)
Colorado
$396K -$25.2K -479 -6%
LFR
1571
Lehman Financial Resources
Pennsylvania
$396K
OFW
1572
Omnia Family Wealth
Florida
$396K +$30.5K +580 +8%
BRWM
1573
B. Riley Wealth Management
Tennessee
$396K +$396K +7,542 New
GSBTD
1574
Glenview State Bank Trust Department
Illinois
$394K -$31.5K -600 -7%
EIA
1575
Edgemoor Investment Advisors
Maryland
$393K -$69.8K -1,328 -15%