WFC icon

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 %
RPAM
1651
Rhenman & Partners Asset Management
Sweden
$308K
CAM
1652
Congress Asset Management
Massachusetts
$307K
SXL
1653
Summit X LLC
Missouri
$306K -$12.8K -241 -4%
VA
1654
Valmark Advisers
Ohio
$305K
NGA
1655
Naples Global Advisors
Florida
$304K -$24.2K -461 -7%
DW
1656
Domani Wealth
Pennsylvania
$302K -$631 -12 -0.2%
EDRIA
1657
Edmonds Duncan Registered Investment Advisors
Kansas
$301K
IWC
1658
Integrated Wealth Concepts
Massachusetts
$299K -$10K -192 -3%
HL
1659
HeadInvest LLC
Maine
$299K
BCA
1660
Bay Colony Advisors
Massachusetts
$299K +$2.37K +45 +0.8%
BWA
1661
BDO Wealth Advisors
Florida
$298K +$13.1K +249 +5%
SFSIG
1662
San Francisco Sentry Investment Group
California
$297K +$29.7K +564 +11%
SNBOSCI
1663
Security National Bank of Sioux City Iowa
Iowa
$296K -$66.3K -1,260 -18%
AP
1664
Arlington Partners
Alabama
$296K +$105K +2,000 +55%
PCP
1665
Proficio Capital Partners
Massachusetts
$294K -$5.41K -103 -2%
AWA
1666
Alaska Wealth Advisors
Alaska
$294K +$2.15K +41 +0.7%
AA
1667
Apriem Advisors
California
$292K -$15.8K -300 -5%
SCM
1668
Snow Capital Management
Pennsylvania
$291K -$1.95K -37 -0.7%
SIG
1669
Sky Investment Group
Connecticut
$291K
SC
1670
Schulhoff & Co
Ohio
$290K +$15.8K +302 +6%
CCC
1671
Chelsea Counsel Company
California
$289K
SC
1672
Saybrook Capital
North Carolina
$289K
UWPG
1673
Ullmann Wealth Partners Group
Florida
$289K
TAM
1674
Tealwood Asset Management
Minnesota
$289K +$289K +5,504 New
PMFA
1675
Plante Moran Financial Advisors
Michigan
$288K -$19.5K -370 -6%