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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 %
BWM
1651
BlackDiamond Wealth Management
New York
$225K +$41.8K +980 +23%
OAM
1652
Occidental Asset Management
California
$224K -$6.34K -162 -3%
BTW
1653
Boston Trust Walden
Massachusetts
$224K -$3.92K -100 -2%
CSB
1654
City State Bank
Iowa
$223K -$20.9K -534 -9%
PP
1655
Patten & Patten
Tennessee
$223K
MTC
1656
McDaniel Terry & Co
Texas
$223K
GCIA
1657
Gabelli & Co Investment Advisers
New York
$223K +$3.92K +100 +2%
FNBOH
1658
First National Bank of Hutchinson
Kansas
$222K
SWM
1659
Silverlake Wealth Management
Vermont
$222K -$90.3K -2,304 -29%
AAP
1660
Arax Advisory Partners
Colorado
$221K +$235 +6 +0.1%
ACA
1661
Aptus Capital Advisors
Alabama
$219K -$60.6K -1,546 -22%
DA
1662
Detalus Advisors
Missouri
$219K -$1.68K -43 -0.8%
GWS
1663
Glassman Wealth Services
Virginia
$218K -$9.6K -245 -4%
WF
1664
WoodTrust Financial
Wisconsin
$218K +$218K +5,558 New
NFP
1665
Narus Financial Partners
Utah
$217K +$217K +5,545 New
WCM
1666
Windsor Capital Management
Arizona
$217K -$9.65K -247 -4%
PWM
1667
PBMares Wealth Management
Virginia
$216K -$48.5K -1,236 -18%
VV
1668
Verity & Verity
South Carolina
$216K
MJRIC
1669
Mogy Joel R Investment Counsel
California
$215K
SGI
1670
Summit Global Investments
Utah
$215K +$39 +1 +0%
CCFCSB
1671
Cape Cod Five Cents Savings Bank
Massachusetts
$214K +$3.05K +78 +1%
AWM
1672
Aprio Wealth Management
Georgia
$214K +$214K +5,461 New
CWG
1673
Cornerstone Wealth Group
North Carolina
$213K -$2.51M -64,095 -92%
AB
1674
Atlas Brown
Kentucky
$213K
NFG
1675
Nations Financial Group
Iowa
$213K +$4.15K +106 +2%