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Wells Fargo

2,129 hedge funds and large institutions have $155B invested in Wells Fargo in 2022 Q1 according to their latest regulatory filings, with 195 funds opening new positions, 826 increasing their positions, 814 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,129
Holders Change
+68
Holders Change %
+3.3%
% of All Funds
33.69%
Holding in Top 10
83
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.78%
% of All Funds
1.31%
New
195
Increased
826
Reduced
814
Closed
104
Calls
$2.9B
Puts
$4.02B
Net Calls
-$1.13B
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Shares
Change %
KPCM
1926
Kings Point Capital Management
New York
$123K +$63.3K +1,310 +106%
CAC
1927
Core Alternative Capital
Georgia
$122K -$2.86M -58,877 -96%
ICM
1928
Islay Capital Management
Texas
$121K -$194K -4,000 -62%
CHA
1929
Carmichael Hill & Associates
Maryland
$121K +$86.3K +1,768 +248%
FCT
1930
First Community Trust
Iowa
$119K
MTIC
1931
Missouri Trust & Investment Company
Missouri
$118K
1IA
1932
1834 Investment Advisors
Wisconsin
$117K -$4.31K -89 -4%
DWMG
1933
DB Wealth Management Group
California
$117K
HC
1934
Hoese & Co
Minnesota
$115K -$17K -350 -13%
WPA
1935
West Paces Advisors
Georgia
$114K +$1.07K +22 +0.9%
AIC
1936
Archer Investment Corporation
Indiana
$112K
APC
1937
Aspire Private Capital
North Carolina
$107K -$632 -13 -0.6%
FP
1938
Financial Perspectives
Minnesota
$106K +$40.7K +839 +63%
BDWM
1939
Brewin Dolphin Wealth Management
Ireland
$102K -$42.3K -872 -29%
SBL
1940
Sargent Bickham Lagudis
Colorado
$102K
TSWM
1941
Tyler-Stone Wealth Management
Ohio
$101K
FWM
1942
Focused Wealth Management
New York
$99K -$102K -2,099 -51%
CWA
1943
Clearview Wealth Advisors
Oregon
$99K -$9.26K -191 -9%
FFC
1944
First Financial Corp
Indiana
$99K
MWM
1945
Mascoma Wealth Management
New Hampshire
$99K +$15.2K +313 +18%
SFO
1946
Standard Family Office
South Dakota
$99K +$99K +2,035 New
GFPC
1947
Global Financial Private Client
Florida
$98.4K
AFS
1948
Annapolis Financial Services
Maryland
$98K -$1.85K -38 -2%
SWA
1949
SOA Wealth Advisors
New York
$94K +$9.61K +200 +11%
LTI
1950
Laffer Tengler Investments
Tennessee
$92.2K