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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 %
SAMC
1601
Spectrum Asset Management (California)
California
$246K -$237K -6,053 -49%
WWM
1602
Wagner Wealth Management
South Carolina
$246K -$3.41K -87 -1%
MA
1603
MONECO Advisors
Connecticut
$246K +$246K +6,269 New
AF
1604
Alerus Financial
North Dakota
$245K -$2.56M -65,226 -91%
IBOK
1605
Independence Bank of Kentucky
Kentucky
$245K
ARC
1606
Advisor Resource Council
Texas
$245K +$245K +6,256 New
LFA
1607
Legacy Financial Advisors
Kentucky
$244K -$44.2K -1,131 -15%
AWA
1608
Acorn Wealth Advisors
Michigan
$244K -$2.39K -61 -1%
IAG
1609
Investment Advisory Group
Massachusetts
$244K +$39 +1 +0%
SSC
1610
Syverson Strege & Co
Iowa
$244K +$14K +359 +6%
FPAS
1611
Focus Partners Advisor Solutions
Missouri
$242K -$3.21K -82 -1%
CCIA
1612
Cherry Creek Investment Advisors
Colorado
$241K +$902 +23 +0.4%
BW
1613
Bison Wealth
Georgia
$240K +$78 +2 +0%
MFG
1614
Magnus Financial Group
New York
$240K +$42.5K +1,087 +22%
RP
1615
Riverbridge Partners
Minnesota
$239K
DA
1616
Denali Advisors
California
$239K +$31.3K +800 +15%
EFSCE
1617
Enterprise Financial Services Corp (EFSC)
Missouri
$238K -$115K -2,930 -33%
UWPG
1618
Ullmann Wealth Partners Group
Florida
$238K -$34.4K -878 -13%
KNW
1619
Kesler Norman & Wride
Utah
$238K +$392 +10 +0.2%
SMA
1620
Sage Mountain Advisors
Georgia
$238K +$3.49K +89 +1%
AA
1621
Advisory Alpha
Michigan
$238K +$26.8K +683 +13%
KFP
1622
KMG Fiduciary Partners
Ohio
$237K -$1.14K -29 -0.5%
SIA
1623
SeaBridge Investment Advisors
New Jersey
$237K
WPP
1624
Whalerock Point Partners
Rhode Island
$237K +$19.6K +500 +9%
HPWM
1625
Highland Private Wealth Management
Washington
$237K +$52.3K +1,333 +28%