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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 %
WC
1851
Whitnell & Co
Illinois
$113K +$157 +3 +0.1%
ST
1852
Sageworth Trust
Pennsylvania
$113K +$81.4K +1,550 +258%
AWM
1853
AllSquare Wealth Management
New York
$110K
FMTCOCP
1854
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$109K
SA
1855
SRH Advisors
Kansas
$108K
SBL
1856
Sargent Bickham Lagudis
Colorado
$107K -$8.47K -161 -7%
MWM
1857
Mascoma Wealth Management
New Hampshire
$106K
IP
1858
Intellectus Partners
California
$105K
GCM
1859
Gables Capital Management
Florida
$105K
H
1860
Hexavest
Quebec, Canada
$103K -$29.3M -559,792 -100%
CCMW
1861
Cypress Capital Management (Wyoming)
Wyoming
$103K
VC
1862
Vestor Capital
Illinois
$103K
JFA
1863
JNBA Financial Advisors
Minnesota
$97K -$654K -12,410 -87%
AOWM
1864
Alpha Omega Wealth Management
Virginia
$97K -$19.4K -369 -17%
CIR
1865
Clear Investment Research
Georgia
$96K -$19K -361 -17%
PR
1866
Payden & Rygel
California
$95K
TC
1867
Truvestments Capital
Florida
$92K +$92K +1,752 New
CHP
1868
Cable Hill Partners
Oregon
$91K +$485 +9 +0.5%
FGAM
1869
Financial Gravity Asset Management
Texas
$86K +$61K +1,161 +243%
LWM
1870
Lenox Wealth Management
Ohio
$75K -$3.23K -61 -4%
TFA
1871
Transamerica Financial Advisors
Florida
$74K +$61.7K +1,162 +503%
AAIM
1872
Asset Advisors Investment Management
Georgia
$73K +$73K +1,382 New
CWM
1873
Cranbrook Wealth Management
Michigan
$71K
BA
1874
Ballew Advisors
Mississippi
$70K +$8.11K +157 +13%
BWM
1875
Baystate Wealth Management
Massachusetts
$69K -$12.8K -243 -16%