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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 %
HDIM
1876
Hanson & Doremus Investment Management
Vermont
$27K -$349 -9 -1%
TCCM
1877
Timber Creek Capital Management
Massachusetts
$27K
KFS
1878
Kelly Financial Services
Massachusetts
$27K +$39 +1 +0.1%
UAML
1879
US Asset Management LLC
Pennsylvania
$27K +$858 +22 +3%
AA
1880
Addison Advisors
Vermont
$26K -$14.8K -377 -36%
TC
1881
Truvestments Capital
Florida
$26K +$26K +658 New
AIL
1882
AGF Investments LLC
Ontario, Canada
$26K +$26K +673 New
RG
1883
Retirement Group
California
$25K
OSNBOA
1884
Old Second National Bank of Aurora
Illinois
$24K -$6.28K -157 -21%
BA
1885
Bellwether Advisors
Nebraska
$24K
AWM
1886
AllSquare Wealth Management
New York
$24K
SIS
1887
Sound Income Strategies
Florida
$23K
TF
1888
TimeScale Financial
Massachusetts
$23K +$118 +3 +0.5%
BWM
1889
Baystate Wealth Management
Massachusetts
$22K +$117 +3 +0.5%
AA
1890
AlphaMark Advisors
Kentucky
$21K -$7.93K -200 -27%
LPWM
1891
Lake Point Wealth Management
Texas
$21K
BCPWM
1892
Bradley & Co Private Wealth Management
Florida
$21K
ETC
1893
Exchange Traded Concepts
Oklahoma
$20K -$4.33M -108,998 -100%
GWA
1894
Gibson Wealth Advisors
Texas
$20K
CMA
1895
Cedar Mountain Advisors
Oregon
$20K
LFA
1896
Level Financial Advisors
New York
$20K +$115 +3 +0.6%
CB
1897
Community Bank
New York
$20K +$20K +500 New
BDS
1898
Banco de Sabadell
Florida
$20K +$20K +511 New
CWM
1899
Curi Wealth Management
North Carolina
$19K -$45.6K -1,175 -71%
MCC
1900
Money Concepts Capital
Florida
$18K -$232K -5,698 -93%