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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 %
CA
1826
Centerpoint Advisors
Massachusetts
$165K
RP
1827
Rowlandmiller & Partners
Georgia
$165K
DWM
1828
Destination Wealth Management
California
$163K -$15.6K -296 -9%
SQA
1829
Simon Quick Advisors
New Jersey
$163K
FCFS
1830
First Command Financial Services
Texas
$157K
FCB
1831
First Command Bank
Texas
$157K
NCM
1832
Nelson Capital Management
California
$148K +$1.68K +32 +1%
WOC
1833
West Oak Capital
California
$145K +$10.5K +200 +8%
BDWM
1834
Brewin Dolphin Wealth Management
Ireland
$145K +$13.7K +260 +10%
ACA
1835
Atlas Capital Advisors
Wyoming
$143K +$59K +1,120 +70%
SIA
1836
Sit Investment Associates
Minnesota
$143K +$143K +2,715 New
AIP
1837
Almanack Investment Partners
Pennsylvania
$141K +$141K +2,634 New
WAS
1838
Winch Advisory Services
Wisconsin
$140K +$996 +19 +0.7%
VCM
1839
Versant Capital Management
Arizona
$138K -$3.82K -73 -3%
TAM
1840
Trust Asset Management
Texas
$137K
CAL
1841
Capital Analysts LLC
Pennsylvania
$137K
SAS
1842
Stelac Advisory Services
New York
$133K -$38.7K -735 -23%
SAM
1843
Security Asset Management
New York
$133K
LF
1844
Lee Financial
Texas
$132K +$107K +2,037 +433%
BCI
1845
Brinker Capital Investments
Pennsylvania
$131K +$9K +171 +7%
AFIA
1846
America First Investment Advisors
Nebraska
$127K
LFG
1847
LifePlan Financial Group
Ohio
$126K
MCM
1848
MV Capital Management
Maryland
$124K -$945 -18 -0.8%
FA
1849
Fortis Advisors
Pennsylvania
$119K -$2.62K -50 -2%
VIMU
1850
Veritas Investment Management (UK)
United Kingdom
$118K +$118K +2,248 New