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Wells Fargo

1,982 hedge funds and large institutions have $108B invested in Wells Fargo in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 742 increasing their positions, 836 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,982
Holders Change
-147
Holders Change %
-6.9%
% of All Funds
33.51%
Holding in Top 10
70
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.66%
% of All Funds
1.18%
New
97
Increased
742
Reduced
836
Closed
215
Calls
$2.32B
Puts
$3.21B
Net Calls
-$890M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
1851
Westport Asset Management
Connecticut
$39K
WOSD
1852
WFA of San Diego
California
$39K +$39K +1,000 New
WAM
1853
Worth Asset Management
Texas
$37K
RIM
1854
Rockbridge Investment Management
New York
$36.8K -$121K -3,091 -77%
Loomis, Sayles & Company
1855
Loomis, Sayles & Company
Massachusetts
$36K -$444K -11,245 -93%
RA
1856
Rational Advisors
New York
$36K +$5.43K +139 +18%
MFT
1857
Moisand Fitzgerald Tamayo
Florida
$36K +$28.4K +724 +371%
CJL
1858
Cyrus J. Lawrence
New York
$35K -$7.78K -200 -18%
BWL
1859
Bogart Wealth LLC
Virginia
$35K -$195 -5 -0.6%
BAM
1860
Byrne Asset Management
New Jersey
$34K
CH
1861
Canton Hathaway
Rhode Island
$32K
AWM
1862
Activest Wealth Management
Florida
$32K +$5.08K +129 +19%
TCM
1863
Tradewinds Capital Management
Washington
$31K -$112K -2,866 -78%
TIM
1864
Tortoise Investment Management
New York
$31K +$15.5K +400 +100%
AIC
1865
Archer Investment Corporation
Indiana
$31K -$58.8K -1,500 -65%
BWA
1866
BDO Wealth Advisors
Florida
$30K
WPWM
1867
Western Pacific Wealth Management
Illinois
$30K
DWP
1868
Destiny Wealth Partners
Florida
$30K +$26.3K +673 +716%
FCG
1869
Financial Connections Group
California
$29K
DAC
1870
Dividend Assets Capital
South Carolina
$29K
SWM
1871
Selective Wealth Management
Virginia
$29K
CHA
1872
Carmichael Hill & Associates
Maryland
$28K -$68.6K -1,761 -71%
PO
1873
Private Ocean
California
$28K -$467 -12 -2%
HIIFS
1874
Harel Insurance Investments & Financial Services
Israel
$27K -$4.68M -118,473 -99%
IAS
1875
IMA Advisory Services
Colorado
$27K -$2.18M -55,989 -99%