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Wells Fargo

1,982 hedge funds and large institutions have $108B invested in Wells Fargo in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 742 increasing their positions, 836 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,982
Holders Change
-147
Holders Change %
-6.9%
% of All Funds
33.51%
Holding in Top 10
70
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.66%
% of All Funds
1.18%
New
97
Increased
742
Reduced
836
Closed
215
Calls
$2.32B
Puts
$3.21B
Net Calls
-$890M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
1926
PFS Partners
New Jersey
$12.2K
TFM
1927
TFC Financial Management
Massachusetts
$12K
SIAP
1928
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K +$82 +2 +0.7%
COCM
1929
Charter Oak Capital Management
New Hampshire
$11K
NF
1930
Norwood Financial
Pennsylvania
$10K
CWM
1931
Cedar Wealth Management
California
$10K
CMP
1932
Coston McIsaac & Partners
Maine
$10K +$10K +255 New
HFS
1933
Heritage Financial Services
Massachusetts
$10K +$10K +266 New
BHWM
1934
Beaird Harris Wealth Management
Texas
$9K -$17.5K -446 -66%
TFGT
1935
TS Financial Group (TSFG)
Illinois
$9K -$634 -16 -7%
KA
1936
Kozak & Associates
Colorado
$9K +$2.1K +51 +30%
CM
1937
Cornerstone Management
Georgia
$8.62K
SC
1938
Siena Capital
Ohio
$8K
FNBOSM
1939
First National Bank of South Miami
Florida
$8K
GG
1940
Gleason Group
Kentucky
$8K +$37 +1 +0.5%
SC
1941
Schubert & Co
Texas
$8K +$3.19K +79 +66%
CHC
1942
City Holding Co
West Virginia
$7K -$97.5K -2,660 -93%
BA
1943
Bivin & Associates
Oklahoma
$7K
PGAM
1944
Princeton Global Asset Management
New Jersey
$7K +$37 +1 +0.5%
OLVIG
1945
Oliver Lagore Vanvalin Investment Group
Michigan
$7K +$2.08K +51 +42%
BEI
1946
Benjamin Edwards Inc
Missouri
$6K -$1.39K -37 -19%
GWMIA
1947
Global Wealth Management Investment Advisory
Florida
$6K
LS
1948
Leelyn Smith
Illinois
$6K
CBT
1949
Central Bank & Trust
Kentucky
$6K
TFA
1950
Transamerica Financial Advisors
Florida
$6K +$6K +142 New