WFC icon

Wells Fargo

2,061 hedge funds and large institutions have $135B invested in Wells Fargo in 2021 Q4 according to their latest regulatory filings, with 302 funds opening new positions, 677 increasing their positions, 803 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,061
Holders Change
+163
Holders Change %
+8.59%
% of All Funds
31.83%
Holding in Top 10
92
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.17%
% of All Funds
1.42%
New
302
Increased
677
Reduced
803
Closed
107
Calls
$3.15B
Puts
$4.35B
Net Calls
-$1.2B
Net Calls Change
-$907M
Name Holding Trade Value Shares
Change
Shares
Change %
GH
501
GAM Holding
Switzerland
$6.25M -$6.35M -132,333 -50%
BFS
502
Bard Financial Services
Connecticut
$6.23M -$649K -13,525 -9%
PWP
503
Pursue Wealth Partners
California
$6.22M +$6.22M +129,627 New
GG
504
Greenwood Gearhart
Arkansas
$6.22M +$66.1K +1,377 +1%
DIA
505
Dana Investment Advisors
Wisconsin
$6.18M -$210K -4,386 -3%
FNBOO
506
First National Bank of Omaha
Nebraska
$6.15M -$123K -2,568 -2%
PA
507
Pinnacle Associates
New York
$6.12M +$79.1K +1,648 +1%
UCI
508
Uncommon Cents Investing
Wisconsin
$6.02M +$160K +3,335 +3%
TPCW
509
TD Private Client Wealth
New York
$6M -$1.07M -22,345 -15%
CM
510
Crestline Management
Texas
$6M +$4.81M +100,203 +404%
CTA
511
Chesley Taft & Associates
Illinois
$5.99M +$199K +4,140 +3%
NAM
512
NorthCrest Asset Manangement
Minnesota
$5.95M +$5.95M +124,082 New
TF
513
TIAA FSB
Florida
$5.92M +$7.58K +160 +0.1%
AIM
514
ARGA Investment Management
Connecticut
$5.87M +$1.95M +40,674 +50%
SCC
515
Steel Canyon Capital
Arizona
$5.85M -$816K -17,000 -12%
GA
516
GFS Advisors
Texas
$5.85M -$4.42M -92,105 -43%
BAM
517
Blueshift Asset Management
New Jersey
$5.79M +$5.79M +120,735 New
AI
518
Atria Investments
North Carolina
$5.77M +$278K +5,801 +5%
EWA
519
EP Wealth Advisors
California
$5.74M -$18.5K -385 -0.3%
PIP
520
PB Investment Partners
California
$5.72M +$5.72M +119,268 New
HIIFS
521
Harel Insurance Investments & Financial Services
Israel
$5.72M +$4.6M +95,973 +414%
PHK
522
Point72 Hong Kong
Hong Kong
$5.71M +$5.71M +118,979 New
TI
523
tru Independence
Oregon
$5.71M -$71.3K -1,487 -1%
IFAM
524
Institutional & Family Asset Management
Colorado
$5.66M -$183K -3,819 -3%
MPM
525
Meritage Portfolio Management
Kansas
$5.64M +$79.9K +1,665 +1%