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Wells Fargo

1,972 hedge funds and large institutions have $213B invested in Wells Fargo in 2018 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 662 increasing their positions, 973 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,972
Holders Change
-31
Holders Change %
-1.55%
% of All Funds
45.21%
Holding in Top 10
182
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+10.98%
% of All Funds
4.17%
New
99
Increased
662
Reduced
973
Closed
106
Calls
$2.53B
Puts
$3.52B
Net Calls
-$988M
Net Calls Change
-$177M
Name Holding Trade Value Shares
Change
Shares
Change %
SQA
1826
Simon Quick Advisors
New Jersey
$172K -$31.4K -567 -15%
FCB
1827
First Command Bank
Texas
$165K -$1.38K -25 -0.8%
FCFS
1828
First Command Financial Services
Texas
$165K -$1.38K -25 -0.8%
PFA
1829
Pathway Financial Advisors
Vermont
$164K -$22.2K -400 -12%
ME
1830
McIlrath & Eck
Washington
$160K -$47K -846 -23%
NCM
1831
Nelson Capital Management
California
$154K -$5.15K -93 -3%
VCM
1832
Versant Capital Management
Arizona
$150K -$4.26K -77 -3%
WAS
1833
Winch Advisory Services
Wisconsin
$147K +$1.05K +19 +0.7%
TAM
1834
Trust Asset Management
Texas
$145K
CAL
1835
Capital Analysts LLC
Pennsylvania
$144K +$5.59K +101 +4%
WOC
1836
West Oak Capital
California
$141K -$1.19M -21,457 -89%
SAM
1837
Security Asset Management
New York
$140K
CT
1838
CPF Texas
Texas
$140K
BDWM
1839
Brewin Dolphin Wealth Management
Ireland
$138K -$33.3K -600 -19%
AFIA
1840
America First Investment Advisors
Nebraska
$134K
LFG
1841
LifePlan Financial Group
Ohio
$133K -$1.11K -20 -0.8%
MCM
1842
MV Capital Management
Maryland
$132K +$888 +16 +0.7%
FA
1843
Fortis Advisors
Pennsylvania
$129K
BCI
1844
Brinker Capital Investments
Pennsylvania
$129K +$1.84K +33 +1%
AOWM
1845
Alpha Omega Wealth Management
Virginia
$123K -$16.4K -295 -12%
SBL
1846
Sargent Bickham Lagudis
Colorado
$122K -$141K -2,536 -54%
WC
1847
Whitnell & Co
Illinois
$119K -$49.6K -898 -29%
LC
1848
Landaas & Company
Wisconsin
$117K +$117K +2,115 New
AWM
1849
AllSquare Wealth Management
New York
$116K -$44.4K -800 -28%
FMTCOCP
1850
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$115K