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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 %
PCA
1976
Providence Capital Advisors
North Carolina
$17K +$4.33K +87 +34%
CAL
1977
Capital Advisors Ltd
Ohio
$14K
BAM
1978
Bruderman Asset Management
New York
$14K
CBT
1979
Central Bank & Trust
Kentucky
$14K
BBA
1980
Braun-Bostich & Associates
Pennsylvania
$13K
AWM
1981
AllSquare Wealth Management
New York
$12K
1NWS
1982
1 North Wealth Services
Maryland
$12K +$6.46K +134 +117%
HWM
1983
Holloway Wealth Management
Florida
$11K -$25K
GWA
1984
Guidant Wealth Advisors
Illinois
$11K +$888 +18 +9%
EAM
1985
Eukles Asset Management
Ohio
$11K +$4.23K +90 +63%
DPA
1986
Delphi Private Advisors
California
$10K
LYV
1987
Live Your Vision
Pennsylvania
$10K +$3.98K +92 +66%
SPL
1988
Smart Portfolios LLC
Washington
$10K +$10K +204 New
APSP
1989
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K
TA
1990
TCG Advisors
Texas
$9K +$9K +179 New
BAMG
1991
Brand Asset Management Group
Missouri
$8K -$4.5K -90 -36%
KL
1992
KWMG LLC
Kansas
$7K -$4.82K -93 -41%
BHWM
1993
Bay Harbor Wealth Management
Maryland
$7K
BFG
1994
Beacon Financial Group
Texas
$6.34K +$31 +638 +0.5%
LPC
1995
Loeb Partners Corp
New York
$6K -$2.43K -49 -29%
SIA
1996
SeaBridge Investment Advisors
New Jersey
$6K
HGWM
1997
Harvest Group Wealth Management
Massachusetts
$6K +$6K +127 New
CF
1998
Centaurus Financial
California
$5.42K +$1.28K +62 +31%
MFT
1999
Moisand Fitzgerald Tamayo
Florida
$5K
PCMK
2000
Paragon Capital Management (Kansas)
Kansas
$4K +$4K +84 New