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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 %
TFGT
2076
TS Financial Group (TSFG)
Illinois
$12K
CWM
2077
Cedar Wealth Management
California
$12K
DWA
2078
Delos Wealth Advisors
Texas
$12K
NF
2079
Norwood Financial
Pennsylvania
$12K +$1.2K +25 +11%
COCM
2080
Charter Oak Capital Management
New Hampshire
$11K
OA
2081
Operose Advisors
Wisconsin
$11K
CM
2082
Cornerstone Management
Georgia
$10.7K -$20.2K -416 -65%
BEI
2083
Benjamin Edwards Inc
Missouri
$10K
FNBOSM
2084
First National Bank of South Miami
Florida
$10K
GG
2085
Gleason Group
Kentucky
$10K +$47 +1 +0.5%
DI
2086
Disciplined Investments
Oklahoma
$10K +$8.74K +173 +692%
SC
2087
Siena Capital
Ohio
$10K +$10K +200 New
MFT
2088
Moisand Fitzgerald Tamayo
Florida
$9K +$2.08K +45 +30%
PGAM
2089
Princeton Global Asset Management
New Jersey
$9K +$2.6K +54 +41%
BA
2090
Bivin & Associates
Oklahoma
$8K -$8K -175 -50%
CBT
2091
Central Bank & Trust
Kentucky
$8K
KA
2092
Kozak & Associates
Colorado
$8K
LS
2093
Leelyn Smith
Illinois
$8K
JPLA
2094
Joseph P. Lucia & Associates
New York
$8K +$8K +163 New
GIA
2095
Goodwin Investment Advisory
Georgia
$7K -$5K -100 -42%
GWMIA
2096
Global Wealth Management Investment Advisory
Florida
$7K
SL
2097
Savior LLC
Massachusetts
$6K
SC
2098
Schubert & Co
Texas
$6K +$756 +15 +14%
OLVIG
2099
Oliver Lagore Vanvalin Investment Group
Michigan
$6K +$6K +121 New
SAM
2100
Strategic Asset Management
Minnesota
$5K