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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 %
SPWM
2176
Spartan Planning & Wealth Management
North Carolina
-$52K -1,080 Closed
LAS
2177
Lloyd Advisory Services
Georgia
-$41K -845 Closed
GAM
2178
Gemmer Asset Management
California
-$36K -763 Closed
LWMNY
2179
Landmark Wealth Management (New York)
New York
-$400 -400 Closed
CI
2180
Carroll Investors
South Carolina
-$17K -363 Closed
DAM
2181
Davis Asset Management
California
-$17.2M -355 Closed
HA
2182
Herold Advisors
New York
-$17K -350 Closed
CCS
2183
Crosspoint Capital Strategies
California
-$16K -340 Closed
CI
2184
Cordant Inc
Oregon
-$13K -276 Closed
MSFP
2185
Mark Sheptoff Financial Planning
Connecticut
-$13K -276 Closed
MIM
2186
Macroview Investment Management
Maryland
-$13K -261 Closed
DWA
2187
Delos Wealth Advisors
Texas
-$12K -250 Closed
OA
2188
Operose Advisors
Wisconsin
-$11K -234 Closed
GIA
2189
Goodwin Investment Advisory
Georgia
-$7K -140 Closed
CPFP
2190
Clear Perspectives Financial Planning
Ohio
-$5K -109 Closed
MFA
2191
McClarren Financial Advisors
Pennsylvania
-$2K -55 Closed
WAM
2192
WFA Asset Management
Wisconsin
-$1.84K -38 Closed
RAM
2193
Riggs Asset Management
Pennsylvania
-$2K -37 Closed
AWMS
2194
Advocacy Wealth Management Services
Georgia
-$1K -25 Closed
GM
2195
GeoWealth Management
Illinois
-$1K -21 Closed