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Wells Fargo

2,129 hedge funds and large institutions have $155B invested in Wells Fargo in 2022 Q1 according to their latest regulatory filings, with 195 funds opening new positions, 826 increasing their positions, 814 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,129
Holders Change
+68
Holders Change %
+3.3%
% of All Funds
33.69%
Holding in Top 10
83
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.78%
% of All Funds
1.31%
New
195
Increased
826
Reduced
814
Closed
104
Calls
$2.9B
Puts
$4.02B
Net Calls
-$1.13B
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ZIG
1626
Zullo Investment Group
Pennsylvania
$338K +$922 +19 +0.3%
UWPG
1627
Ullmann Wealth Partners Group
Florida
$337K +$1.79K +37 +0.5%
SAS
1628
Sanford Advisory Services
Michigan
$336K
HCM
1629
Hollencrest Capital Management
California
$336K +$96.9K +2,000 +41%
GEA
1630
Glen Eagle Advisors
New Jersey
$335K +$36.3K +750 +12%
JWBC
1631
John W. Brooker & Co
California
$335K
GL
1632
GHE LLC
Tennessee
$335K
SFP
1633
Sweet Financial Partners
Minnesota
$334K +$34.9K +720 +12%
CFG
1634
CKW Financial Group
Hawaii
$334K +$51.2K +1,050 +18%
KP
1635
Keel Point
Alabama
$334K +$97.5K +2,011 +41%
LAM
1636
L2 Asset Management
Massachusetts
$333K +$53.6K +1,106 +19%
ITIM
1637
Indiana Trust & Investment Management
Indiana
$331K -$71.6K -1,480 -18%
LKIM
1638
Lawson Kroeker Investment Management
Nebraska
$331K
VCAM
1639
Van Cleef Asset Management
Ohio
$331K +$3.88K +80 +1%
FIM
1640
Fruth Investment Management
Texas
$330K
RDWM
1641
Red Door Wealth Management
Tennessee
$329K -$144K -2,969 -30%
DP
1642
Denver PWM
Colorado
$328K -$308K -6,328 -48%
SEA
1643
Stegent Equity Advisors
Texas
$328K -$74.5K -1,536 -19%
AA
1644
Auxano Advisors
Washington
$328K +$126K +2,605 +63%
TWM
1645
Titus Wealth Management
California
$327K -$191K -3,937 -37%
PWM
1646
PBMares Wealth Management
Virginia
$327K +$10.9K +225 +3%
CA
1647
Capitolis Advisors
New York
$326K -$161M -3,324,179 -100%
LCS
1648
Levin Capital Strategies
New York
$324K
BFG
1649
Bouchey Financial Group
New York
$324K
CFO
1650
CVA Family Office
Colorado
$321K