WFC icon

Wells Fargo

2,012 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 740 increasing their positions, 889 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+10
Holders Change %
+0.5%
% of All Funds
43.62%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
740
Reduced
889
Closed
104
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Shares
Change %
PO
1751
Private Ocean
California
$245K
EWF
1752
Epstein & White Financial
California
$245K +$3.42K +71 +1%
PL
1753
Parthenon LLC
Kentucky
$243K
APW
1754
Acima Private Wealth
Virginia
$243K
CPA
1755
Capital Planning Advisors
California
$243K +$27.7K +574 +13%
HL
1756
HeadInvest LLC
Maine
$242K -$242K -5,003 -50%
CNB
1757
Camden National Bank
Maine
$242K -$5.09K -105 -2%
VA
1758
Valmark Advisers
Ohio
$241K -$2.7K -56 -1%
FCB
1759
First Command Bank
Texas
$241K +$96.6K +1,998 +67%
FCFS
1760
First Command Financial Services
Texas
$241K +$96.6K +1,998 +67%
IWP
1761
Icon Wealth Partners
Texas
$240K -$22.3K -461 -8%
FWM
1762
Foresight Wealth Management
Utah
$240K
VWA
1763
V Wealth Advisors
Kansas
$239K +$25.4K +540 +12%
EWM
1764
Empirical Wealth Management
Washington
$239K +$239K +4,953 New
CBTWT
1765
Community Bank & Trust (Waco, Texas)
Texas
$238K
WAP
1766
Wealthcare Advisory Partners
Pennsylvania
$237K -$81.1K -1,677 -25%
CG
1767
Corundum Group
Colorado
$236K -$266K -5,496 -53%
RMDI
1768
R.M. Davis Inc
Maine
$236K -$65.6K -1,355 -22%
CAM
1769
Cozad Asset Management
Illinois
$236K -$51.3K -1,062 -18%
GI
1770
Gradient Investments
Minnesota
$236K +$162K +3,367 +221%
FI
1771
Fosun International
China
$235K
BWP
1772
BSW Wealth Partners
Colorado
$235K +$8.26K +171 +4%
BFA
1773
Benedict Financial Advisors
Georgia
$235K +$8.98K +186 +4%
JF
1774
JSF Financial
California
$234K -$20.7K -428 -8%
BFPW
1775
BOK Financial Private Wealth
Colorado
$234K +$234K +4,844 New