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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 %
WP
1626
WMS Partners
Maryland
$237K +$237K +6,062 New
BWP
1627
Bernardo Wealth Planning
Pennsylvania
$236K
MSFS
1628
Main Street Financial Solutions
Pennsylvania
$236K +$20.2K +516 +9%
GL
1629
Graypoint LLC
New York
$235K -$147K -3,758 -39%
CG
1630
CFO4Life Group
Texas
$235K -$53.4K -1,294 -19%
JAIC
1631
Josh Arnold Investment Consultant
Minnesota
$235K
CWP
1632
Concord Wealth Partners
Virginia
$234K -$13.6K -349 -6%
GCS
1633
Gordian Capital (Singapore)
Singapore
$234K +$234K +5,975 New
Bank of Montreal
1634
Bank of Montreal
Ontario, Canada
$234K -$12.1K -257,896 -5%
LSPW
1635
Lake Street Private Wealth
Illinois
$233K -$88.1K -2,248 -27%
PNC
1636
Park National Corp
Ohio
$232K -$1.18K -30 -0.5%
TFA
1637
Tranquilli Financial Advisor
New Jersey
$231K +$30.7K +784 +15%
PCIA
1638
Prime Capital Investment Advisors
Kansas
$230K +$230K +5,881 New
CAGAS
1639
Capital Advisory Group Advisory Services
Minnesota
$229K -$4.31K -100 -2%
LFASL
1640
Lugano Financial Advisors SA (LFA)
Switzerland
$229K
FAIM
1641
Financial Advocates Investment Management
Washington
$228K -$1.33M -34,002 -85%
CT
1642
Coastline Trust
Rhode Island
$228K +$23.5K +600 +11%
TAM
1643
Townsend Asset Management
North Carolina
$228K +$228K +5,817 New
FPS
1644
Fieldpoint Private Securities
Connecticut
$227K +$59.8K +1,528 +36%
C
1645
Covestor
United Kingdom
$227K +$78.5K +2,001 +53%
RMDI
1646
R.M. Davis Inc
Maine
$226K -$9.35K -239 -4%
FCFS
1647
First Command Financial Services
Texas
$226K +$5.88K +150 +3%
FCB
1648
First Command Bank
Texas
$226K +$5.88K +150 +3%
AP
1649
Americana Partners
Texas
$225K -$197K -5,035 -47%
PAG
1650
Powers Advisory Group
Illinois
$225K -$3.52K -90 -2%