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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 %
BWP
1726
BSW Wealth Partners
Colorado
$247K -$5.51K -105 -2%
CCP
1727
Cardan Capital Partners
Colorado
$247K
M
1728
MOTCO
Texas
$247K
GEA
1729
Glen Eagle Advisors
New Jersey
$247K +$53 +1 +0%
TIM
1730
Tikehau Investment Management
France
$246K -$9.25M -175,924 -97%
VAM
1731
Verity Asset Management
North Carolina
$246K -$55.2K -1,050 -18%
AW
1732
Alpha Windward
Massachusetts
$245K +$1.79K +34 +0.7%
AC
1733
Allstate Corporation
Illinois
$245K +$245K +4,661 New
BCM
1734
BTC Capital Management
Iowa
$243K -$113K -2,140 -32%
MWM
1735
MinichMacGregor Wealth Management
New York
$243K +$222K +4,257 +1,067%
ECM
1736
Ensemble Capital Management
California
$242K -$36.8K -700 -13%
HPWM
1737
Highland Private Wealth Management
Washington
$242K +$4.32K +82 +2%
LWA
1738
Lenox Wealth Advisors
New York
$242K +$225K +4,298 +1,364%
HCM
1739
HMS Capital Management
Tennessee
$241K
RA
1740
RFG Advisory
Alabama
$240K +$240K +4,569 New
SP
1741
Successful Portfolios
Florida
$238K -$22.2K -423 -9%
CT
1742
CPF Texas
Texas
$238K +$105K +2,000 +79%
LC
1743
Loews Corp
New York
$237K
SFI
1744
SPC Financial Inc
Maryland
$237K
RW
1745
REDW Wealth
New Mexico
$237K
AAS
1746
Annex Advisory Services
Wisconsin
$236K +$11.5K +219 +5%
TCM
1747
Tradewinds Capital Management
Washington
$236K +$34.5K +655 +17%
ONST
1748
Old North State Trust
North Carolina
$235K +$235K +4,476 New
SBSB
1749
Sullivan, Bruyette, Speros & Blaney
Virginia
$234K -$150K -2,856 -39%
BFC
1750
Blue Fin Capital
Rhode Island
$234K -$9.11K -173 -4%