WFC icon

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 %
WAM
1926
Watermark Asset Management
California
$19K -$5.21K -100 -22%
CAL
1927
Capital Advisors Ltd
Ohio
$15K
BBA
1928
Braun-Bostich & Associates
Pennsylvania
$15K
CBT
1929
Central Bank & Trust
Kentucky
$15K
MFT
1930
Moisand Fitzgerald Tamayo
Florida
$14K
GWA
1931
Guidant Wealth Advisors
Illinois
$14K
KL
1932
KWMG LLC
Kansas
$13K
BAMG
1933
Brand Asset Management Group
Missouri
$13K
OFS
1934
Orrstown Financial Services
Pennsylvania
$12K -$12K -228 -50%
HWM
1935
Holloway Wealth Management
Florida
$12K -$12K
BCM
1936
Brasada Capital Management
Texas
$11K -$15.2K -290 -58%
SFG
1937
SevenBridge Financial Group
Pennsylvania
$11K
DPA
1938
Delphi Private Advisors
California
$11K
PAMG
1939
Patton Albertson Miller Group
Tennessee
$11K +$11K +210 New
APSP
1940
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K -$14.8K -278 -60%
SWM
1941
Selective Wealth Management
Virginia
$10K +$10K +199 New
CH
1942
Canton Hathaway
Rhode Island
$9K +$9K +175 New
EWM
1943
Elmwood Wealth Management
California
$8.99K
CWA
1944
Clarus Wealth Advisors
Arizona
$8K +$52 +1 +0.6%
LYV
1945
Live Your Vision
Pennsylvania
$7K
TDC
1946
Thompson Davis & Co
Virginia
$7K
CFD
1947
Creative Financial Designs
Indiana
$7K +$51 +1 +0.7%
SIA
1948
SeaBridge Investment Advisors
New Jersey
$6K
WCAMG
1949
Woodard & Company Asset Management Group
North Carolina
$5K
BAM
1950
Bruderman Asset Management
New York
$5K +$53 +1 +1%