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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 %
PAM
1701
Pegasus Asset Management
New York
$204K +$204K +5,215 New
HR
1702
Hardy Reed
Mississippi
$203K +$9.5K +242 +5%
FPCG
1703
Fort Pitt Capital Group
Pennsylvania
$202K
BFO
1704
Boston Family Office
Massachusetts
$201K -$979 -25 -0.5%
HWM
1705
Hohimer Wealth Management
Washington
$201K
TWA
1706
TPB Wealth Advisors
Texas
$201K +$79 +2 +0%
TCM
1707
Traynor Capital Management
Pennsylvania
$201K +$201K +5,133 New
ACA
1708
Atlas Capital Advisors
Wyoming
$200K -$710K -18,128 -78%
OWM
1709
OneAscent Wealth Management
Alabama
$200K -$373K -9,506 -65%
AFG
1710
Allegheny Financial Group
Pennsylvania
$200K +$200K +5,098 New
CA
1711
Crewe Advisors
Utah
$197K +$44.3K +1,129 +29%
BSB
1712
Bangor Savings Bank
Maine
$190K +$18K +462 +10%
RCG
1713
Rock Creek Group
District of Columbia
$189K -$7.57K -193 -4%
TH
1714
TCTC Holdings
Texas
$189K
BDWM
1715
Brewin Dolphin Wealth Management
Ireland
$184K +$92K +2,104 +100%
TWA
1716
TCI Wealth Advisors
Arizona
$183K +$32.6K +833 +22%
CCA
1717
Catalyst Capital Advisors
New York
$181K
PFBT
1718
Parkside Financial Bank & Trust
Missouri
$178K -$68.3K -1,735 -28%
WOC
1719
West Oak Capital
California
$178K -$31.3K -800 -15%
EW
1720
Evoke Wealth
California
$178K +$1.33K +34 +0.8%
CWC
1721
Carolinas Wealth Consulting
North Carolina
$176K -$22.3K -567 -11%
HFS
1722
Hantz Financial Services
Michigan
$174K -$12.6K -323 -7%
AC
1723
AlphaCore Capital
California
$173K -$3.92K -100 -2%
NSB
1724
Norway Savings Bank
Maine
$168K -$24.9K -638 -13%
LJHT
1725
Laurie J. Hall Trustee
$166K -$10.6K -270 -6%