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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 %
SA
1851
SRH Advisors
Kansas
$114K
CIR
1852
Clear Investment Research
Georgia
$114K
MWM
1853
Mascoma Wealth Management
New Hampshire
$112K +$33.4K +600 +42%
IP
1854
Intellectus Partners
California
$111K -$13.8K -250 -11%
GCM
1855
Gables Capital Management
Florida
$111K +$11.1K +200 +11%
CCMW
1856
Cypress Capital Management (Wyoming)
Wyoming
$109K -$2.71K -49 -2%
JG
1857
Jefferies Group
New York
$108K -$25.3M -456,862 -100%
VC
1858
Vestor Capital
Illinois
$108K
CLM
1859
ClearBridge LLC (Maryland)
Maryland
$106K -$3.08K -55,493 -3%
EIP
1860
Epoch Investment Partners
New York
$102K -$7.51K -135,476 -7%
PR
1861
Payden & Rygel
California
$100K -$14M -252,700 -99%
CHP
1862
Cable Hill Partners
Oregon
$93K -$137K -2,480 -60%
ACA
1863
Atlas Capital Advisors
Wyoming
$90.5K
BWM
1864
Baystate Wealth Management
Massachusetts
$87K +$615 +11 +0.7%
SGAM
1865
Smith Group Asset Management
Texas
$86K -$4.41K -80 -5%
LWM
1866
Lenox Wealth Management
Ohio
$82K +$4.44K +80 +6%
SIAP
1867
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$79K
AAC
1868
Asset Advisors Corp
Georgia
$77K
CWM
1869
Cranbrook Wealth Management
Michigan
$75K
WIM
1870
Westside Investment Management
California
$74.2K +$5.86K +104 +9%
MPPLM
1871
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$73K +$387 +7 +0.5%
LA
1872
Legacy Advisors
Pennsylvania
$73K +$44.6K +807 +157%
AJ
1873
Ashburton (Jersey)
Jersey
$72K +$72K +1,300 New
NC
1874
NewSquare Capital
Pennsylvania
$67K
RCG
1875
Ruggie Capital Group
Florida
$67K