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Wells Fargo

1,749 hedge funds and large institutions have $87B invested in Wells Fargo in 2020 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 487 increasing their positions, 839 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,749
Holders Change
+138
Holders Change %
+8.57%
% of All Funds
31.03%
Holding in Top 10
83
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+45.61%
% of All Funds
1.47%
New
273
Increased
487
Reduced
839
Closed
109
Calls
$3.56B
Puts
$3.15B
Net Calls
+$407M
Net Calls Change
+$486M
Name Holding Trade Value Shares
Change
Shares
Change %
KRSITF
526
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.51M +$267K +8,846 +8%
RCA
527
Rowland Carmichael Advisors
Arizona
$3.46M +$1.46M +48,261 +73%
PAM
528
Panagora Asset Management
Massachusetts
$3.44M -$4.83M -160,066 -58%
TU
529
TDAM USA
Ontario, Canada
$3.44M +$143K +4,750 +4%
CBB
530
Citizens Business Bank
California
$3.44M +$262K +8,691 +8%
BSW
531
Buckingham Strategic Wealth
Missouri
$3.44M +$2.74M +90,775 +393%
GIM
532
Goelzer Investment Management
Indiana
$3.39M -$394K -13,039 -10%
GLA
533
Great Lakes Advisors
Illinois
$3.35M +$3.35M +111,068 New
Wealthfront Advisers
534
Wealthfront Advisers
California
$3.3M -$2.73M -90,605 -45%
SS
535
Sunbelt Securities
Texas
$3.3M +$721K +23,876 +28%
SLI
536
Sumitomo Life Insurance
Japan
$3.3M -$308K -10,207 -9%
VWA
537
Visionary Wealth Advisors
Illinois
$3.29M +$91.2K +3,020 +3%
SFA
538
Semmax Financial Advisors
North Carolina
$3.28M +$26.9K +890 +0.8%
GCA
539
Guardian Capital Advisors
Ontario, Canada
$3.26M -$235K -7,687 -7%
CTA
540
Chesley Taft & Associates
Illinois
$3.19M -$1.02M -33,725 -24%
FNFDCM
541
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.17M -$87.5K -2,899 -3%
WAM
542
Winslow Asset Management
Ohio
$3.16M +$121K +4,009 +4%
WF
543
Welch & Forbes
Massachusetts
$3.15M -$592K -19,636 -16%
SC
544
Sovarnum Capital
New York
$3.14M +$3.14M +104,180 New
AWS
545
Arkfeld Wealth Strategies
Nebraska
$3.12M -$166K -4,998 -5%
HRC
546
Hoertkorn Richard Charles
$3.12M +$780K +25,830 +33%
BWM
547
BerganKDV Wealth Management
Minnesota
$3.11M -$133K -4,422 -4%
FCH
548
Freestone Capital Holdings
Washington
$3.1M +$1.02M +33,727 +49%
WAS
549
Wesleyan Assurance Society
United Kingdom
$3.09M
CSC
550
Cove Street Capital
California
$3.09M -$646K -21,400 -17%