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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 %
STMM
1626
South Texas Money Management
Texas
$329K +$9.83K +187 +3%
LC
1627
Lincoln Capital
Nebraska
$326K
JWM
1628
JGP Wealth Management
Oregon
$325K -$43K -819 -12%
DHFB
1629
Dixon Hubard Feinour & Brown
Virginia
$325K
BWA
1630
Burt Wealth Advisors
Maryland
$325K
CCP
1631
Clarkston Capital Partners
Michigan
$323K
IWP
1632
Icon Wealth Partners
Texas
$323K +$115K +2,191 +55%
KWMG
1633
King Wealth Management Group
Florida
$320K -$26.2K -499 -8%
WAS
1634
WESPAC Advisors SoCal
California
$320K -$23.5K -447 -7%
CYG
1635
Clean Yield Group
Vermont
$319K +$52.5K +1,000 +20%
XSC
1636
X-Square Capital
Puerto Rico
$316K +$945 +18 +0.3%
QPWM
1637
Quadrant Private Wealth Management
Pennsylvania
$316K +$5.51K +105 +2%
HFP
1638
Holistic Financial Partners
Indiana
$316K +$316K +6,019 New
DCM
1639
Dynamic Capital Management
Jersey
$315K -$2.01M -38,380 -86%
CVM
1640
Cheviot Value Management
California
$315K -$4.99K -95 -2%
PWP
1641
Private Wealth Partners
California
$315K
EC
1642
EJF Capital
Virginia
$315K +$315K +6,000 New
AssetMark Inc
1643
AssetMark Inc
California
$314K -$26K -495 -8%
NEPWA
1644
New England Private Wealth Advisors
Massachusetts
$313K -$39.6K -753 -11%
BRM
1645
Boston Research & Management
Massachusetts
$312K +$12.6K +240 +4%
MVP
1646
Miller Value Partners
Florida
$312K +$312K +5,933 New
WWM
1647
Wagner Wealth Management
South Carolina
$311K +$5.21K +99 +2%
CCFCSB
1648
Cape Cod Five Cents Savings Bank
Massachusetts
$310K -$3.2K -61 -1%
DMC
1649
Drexel Morgan & Co
Pennsylvania
$310K
BMM
1650
Buffington Mohr McNeal
Idaho
$309K