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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 %
KFS
2026
Kelly Financial Services
Massachusetts
$33.3K +$48 +1 +0.1%
BHWM
2027
Beaird Harris Wealth Management
Texas
$33K -$88.8K -1,816 -73%
TCCM
2028
Timber Creek Capital Management
Massachusetts
$33K
AWM
2029
Activest Wealth Management
Florida
$33K
UAML
2030
US Asset Management LLC
Pennsylvania
$32K +$32K +670 New
RG
2031
Retirement Group
California
$31K +$30.5K +625 +6,250%
TFA
2032
Toth Financial Advisory
Virginia
$30K +$28.7K +600 +2,143%
BA
2033
Bellwether Advisors
Nebraska
$29K -$4.69K -100 -14%
SIS
2034
Sound Income Strategies
Florida
$29K -$4.5K -92 -13%
AWM
2035
AllSquare Wealth Management
New York
$29K +$287 +6 +1%
TF
2036
TimeScale Financial
Massachusetts
$28K +$144 +3 +0.5%
BWM
2037
Baystate Wealth Management
Massachusetts
$27K +$144 +3 +0.5%
LPWM
2038
Lake Point Wealth Management
Texas
$26K
BCPWM
2039
Bradley & Co Private Wealth Management
Florida
$26K
CMA
2040
Cedar Mountain Advisors
Oregon
$25K -$4.66K -97 -16%
RDIA
2041
RE Dickinson Investment Advisors
Iowa
$25K
GWA
2042
Gibson Wealth Advisors
Texas
$25K
LFA
2043
Level Financial Advisors
New York
$25K +$96 +2 +0.4%
FMP
2044
Financial Management Professionals
Texas
$25K +$16.5K +344 +193%
FIA
2045
FNY Investment Advisers
New York
$25K +$25K +536 New
MUMSS
2046
Mitsubishi UFJ Morgan Stanley Securities
Japan
$20K -$61K -1,280 -75%
T2I
2047
Turim 21 Investimentos
Brazil
$20K
CAM
2048
Costello Asset Management
Pennsylvania
$19K -$19K -398 -50%
CT
2049
Clearstead Trust
Maine
$19K -$5.44K -111 -22%
TVWM
2050
Tower View Wealth Management
Wisconsin
$19K -$4.75K -100 -20%