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Wells Fargo

2,012 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 740 increasing their positions, 889 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+10
Holders Change %
+0.5%
% of All Funds
43.62%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
740
Reduced
889
Closed
104
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Shares
Change %
FEG
1926
Financial Enhancement Group
Indiana
$57K -$5.56K -115 -9%
MCA
1927
Mercer Capital Advisers
New Jersey
$57K
LA
1928
Legacy Advisors
Pennsylvania
$57K +$57K +1,170 New
MWC
1929
MBM Wealth Consultants
Missouri
$54K
LWS
1930
Lucia Wealth Services
California
$53K
EWM
1931
Executive Wealth Management
Michigan
$52K -$85.5K -1,782 -62%
GWMIA
1932
Global Wealth Management Investment Advisory
Florida
$52K -$20.1K -413 -28%
CT
1933
Clearstead Trust
Maine
$50K -$131K -2,673 -72%
WCM
1934
WealthBridge Capital Management
Ohio
$50K -$4.41K -94 -8%
KPCM
1935
Kings Point Capital Management
New York
$50K
TIM
1936
Tortoise Investment Management
New York
$50K +$13.2K +271 +36%
WAM
1937
Westport Asset Management
Connecticut
$48K
GT
1938
Glenmede Trust
Pennsylvania
$47.5K +$1.98K +40,992 +4%
TCCM
1939
Timber Creek Capital Management
Massachusetts
$47K
KFS
1940
Kelly Financial Services
Massachusetts
$46.7K +$46.7K +966 New
AIS
1941
Accurate Investment Solutions
Pennsylvania
$45K +$97 +2 +0.2%
MAM
1942
Marquette Asset Management
Minnesota
$45K +$45K +934 New
WCG
1943
Weaver Consulting Group
California
$45K +$45K +970 New
RCM
1944
Requisite Capital Management
Texas
$44K +$44K +905 New
LGWM
1945
Litman Gregory Wealth Management
California
$42K -$368K -7,623 -90%
SIAP
1946
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$40K
LPWM
1947
Lake Point Wealth Management
Texas
$39K +$28.8K +605 +284%
SCA
1948
Stuart Chaussee & Associates
California
$37K
FGAM
1949
Financial Gravity Asset Management
Texas
$37K +$37K +757 New
SFG
1950
SevenBridge Financial Group
Pennsylvania
$36K