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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 %
CCM
526
Covington Capital Management
California
$5.64M -$168K -3,502 -3%
BSW
527
Buckingham Strategic Wealth
Missouri
$5.6M -$127K -2,648 -2%
OPPTF
528
OPSEU Pension Plan Trust Fund
Ontario, Canada
$5.57M +$645K +12,367 +13%
GCA
529
Guardian Capital Advisors
Ontario, Canada
$5.55M -$63.8K -1,131 -1%
CCA
530
Checchi Capital Advisers
California
$5.55M -$1.3M -27,155 -19%
Fayez Sarofim & Co
531
Fayez Sarofim & Co
Texas
$5.54M
TIM
532
Thompson Investment Management
Wisconsin
$5.49M -$326K -6,798 -6%
BBI
533
Baxter Bros Inc
Connecticut
$5.48M -$188K -3,926 -3%
PA
534
PFG Advisors
Arizona
$5.42M -$107K -2,225 -2%
TC
535
TownSquare Capital
Utah
$5.42M +$528K +10,999 +11%
Wealth Enhancement Advisory Services
536
Wealth Enhancement Advisory Services
Minnesota
$5.38M +$5.38M +98,785 New
LOPW
537
Live Oak Private Wealth
North Carolina
$5.38M +$431K +8,988 +9%
ESBC
538
E.S. Barr & Co
Kentucky
$5.35M +$40.3K +839 +0.8%
PA
539
Profund Advisors
Maryland
$5.35M -$320K -6,669 -6%
HWM
540
Horizon Wealth Management
Illinois
$5.23M +$5.23M +108,918 New
DWM
541
Dorchester Wealth Management
Quebec, Canada
$5.21M -$109K -2,275 -2%
WAM
542
Winslow Asset Management
Ohio
$5.19M +$40.6K +847 +0.8%
PGFC
543
Peapack-Gladstone Financial Corp
New Jersey
$5.17M +$10.1K +211 +0.2%
Man Group
544
Man Group
United Kingdom
$5.17M +$119K +2,480 +2%
PTB
545
Pioneer Trust Bank
Oregon
$5.14M +$40.5K +845 +0.8%
FNFDCM
546
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.13M +$84.1K +1,752 +2%
HRC
547
Hoertkorn Richard Charles
$5.12M +$14.4K +300 +0.3%
GTCM
548
Gyon Technologies Capital Management
New Jersey
$5.1M +$4.27M +89,081 +521%
BWM
549
BerganKDV Wealth Management
Minnesota
$5.09M -$648K -13,510 -11%
KRSITF
550
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5M -$120K -2,492 -2%