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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 %
CPFP
2101
Clear Perspectives Financial Planning
Ohio
$5K
FEG
2102
Financial Enhancement Group
Indiana
$5K
CWA
2103
Carolina Wealth Advisors
South Carolina
$5K
SAM
2104
Strategic Asset Management
Minnesota
$5K
DWP
2105
Destiny Wealth Partners
Florida
$5K +$5K +94 New
RBC
2106
Roble Belko & Company
Pennsylvania
$4K -$6.12K -133 -60%
DAL
2107
Delta Accumulation LLC
California
$4K
CAM
2108
ClariVest Asset Management
California
$4K +$1.96K +45 +96%
FGAM
2109
Financial Gravity Asset Management
Texas
$3.24K -$1.08K -288 -25%
AFG
2110
Albion Financial Group
Utah
$3K -$3K -67 -50%
SJIM
2111
St. Johns Investment Management
Florida
$3K
FWA
2112
FSC Wealth Advisors
New York
$3K
MFA
2113
McClarren Financial Advisors
Pennsylvania
$2K -$36 -1 -2%
CCM
2114
Cribstone Capital Management
Maine
$2K
YAL
2115
Your Advocates Ltd
Texas
$2K
RAM
2116
Riggs Asset Management
Pennsylvania
$2K +$2K +37 New
IIL
2117
Insight Inv LLC
California
$2K +$2K +50 New
WAM
2118
WFA Asset Management
Wisconsin
$1.84K +$1.84K +38 New
GM
2119
GeoWealth Management
Illinois
$1K -$28.6K -600 -97%
AWMS
2120
Advocacy Wealth Management Services
Georgia
$1K
VRM
2121
Vectors Research Management
New York
$1K
CIAS
2122
CFS Investment Advisory Services
New Jersey
$1K +$1K +38,816 New
ONST
2123
Old North State Trust
North Carolina
$478 -$471K -9,850 -100%
LWMNY
2124
Landmark Wealth Management (New York)
New York
$400 +$400 +400 New
AGM
2125
Alpine Global Management
New York
$310 -$273 -5,647 -47%