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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 %
TIM
1901
Tortoise Investment Management
New York
$40K -$4.64K -88 -10%
GTAM
1902
Global Trust Asset Management
Florida
$39K
PWAG
1903
Polaris Wealth Advisory Group
California
$38K +$38K +728 New
LGWM
1904
Litman Gregory Wealth Management
California
$37K
MCA
1905
Mercer Capital Advisers
New Jersey
$34K -$25.8K -491 -43%
FWM
1906
Focused Wealth Management
New York
$33K
JAM
1907
JCIC Asset Management
Ontario, Canada
$33K +$33K +625 New
ML
1908
McAdam LLC
Pennsylvania
$32K -$7K -136 -18%
SFA
1909
Spectrum Financial Alliance
Kentucky
$31K
SWMG
1910
Signature Wealth Management Group
Georgia
$30K
PCA
1911
Providence Capital Advisors
North Carolina
$28K -$5.15K -99 -16%
NCM
1912
New Capital Management
Texas
$27K
SIS
1913
Sound Income Strategies
Florida
$27K +$5.31K +100 +24%
CFN
1914
Cordasco Financial Network
Florida
$26K
VIA
1915
Vantage Investment Advisors
Pennsylvania
$26K +$10.4K +331 +66%
RAM
1916
Riggs Asset Management
Pennsylvania
$25K
RBC
1917
Roble Belko & Company
Pennsylvania
$25K
ECM
1918
Exchange Capital Management
Michigan
$25K +$11.6K +225 +87%
CWSR
1919
Chessman Wealth Strategies RIA
Texas
$24K +$24K +450 New
TCM
1920
TD Capital Management
Tennessee
$23K
FFW
1921
Fusion Family Wealth
New York
$23K
OWA
1922
One Wealth Advisors
California
$23K +$3.57K +68 +18%
HDIM
1923
Hanson & Doremus Investment Management
Vermont
$21K -$1.87K -35 -8%
BL
1924
Balentine LLC
Georgia
$21K +$9.54K +179 +83%
DOA
1925
D'Orazio & Associates
Virginia
$20K +$106 +2 +0.5%