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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 %
MWM
1926
MinichMacGregor Wealth Management
New York
$22K
PMG
1927
ProVise Management Group
Florida
$21.6K -$108 -951 -0.5%
DOA
1928
D'Orazio & Associates
Virginia
$21K +$168 +3 +0.8%
NL
1929
NVWM LLC
Pennsylvania
$21K +$730 +13 +4%
OWA
1930
One Wealth Advisors
California
$21K +$3.8K +67 +22%
LWA
1931
Lenox Wealth Advisors
New York
$17K -$9.61K -178 -36%
TAIM
1932
TD Ameritrade Investment Management
Nebraska
$17K +$17K +300 New
CBT
1933
Central Bank & Trust
Kentucky
$16K -$13.9K -250 -46%
CAL
1934
Capital Advisors Ltd
Ohio
$16K
Financial Engines Advisors
1935
Financial Engines Advisors
California
$15K -$607 -11 -4%
BBA
1936
Braun-Bostich & Associates
Pennsylvania
$15K
MFT
1937
Moisand Fitzgerald Tamayo
Florida
$15K
GWA
1938
Guidant Wealth Advisors
Illinois
$15K +$3.53K +63 +31%
ECM
1939
Exchange Capital Management
Michigan
$14K
BAMG
1940
Brand Asset Management Group
Missouri
$14K +$14K +250 New
MIM
1941
Macroview Investment Management
Maryland
$13K
TFA
1942
Transamerica Financial Advisors
Florida
$13K +$12.9K +230 +23,000%
KL
1943
KWMG LLC
Kansas
$13K +$13K +242 New
DPA
1944
Delphi Private Advisors
California
$12K
HWM
1945
Holloway Wealth Management
Florida
$12K -$11K
BL
1946
Balentine LLC
Georgia
$12K
SFG
1947
SevenBridge Financial Group
Pennsylvania
$11K -$64.6K -1,174 -85%
JAM
1948
Jolley Asset Management
North Carolina
$11K -$7.52K -136 -41%
EWM
1949
Elmwood Wealth Management
California
$9.48K
AA
1950
AlphaMark Advisors
Kentucky
$9K