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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 %
WAS
601
Wesleyan Assurance Society
United Kingdom
$4.15M -$767K -16,000 -16%
RA
602
RFG Advisory
Alabama
$4.14M +$441K +9,185 +12%
JSMC
603
Jess S. Morgan & Co
California
$4.14M +$4.14M +86,223 New
MIFH
604
Migdal Insurance & Financial Holdings
Israel
$4.09M -$4.71M -98,102 -54%
PAA
605
Peregrine Asset Advisers
Oregon
$4.08M +$1.89M +39,404 +86%
BCM
606
Billings Capital Management
Virginia
$4.04M -$9.11M -189,972 -69%
LFAS
607
Level Four Advisory Services
Texas
$4.02M +$727K +15,157 +22%
SFI
608
Siemens Fonds Invest
Germany
$4.01M -$43.1K -896 -1%
PAG
609
Private Advisory Group
Washington
$4.01M +$589K +12,281 +17%
CA
610
Continental Advisors
Utah
$4M -$2.24M -46,716 -36%
BPA
611
Beacon Pointe Advisors
California
$4M -$517K -10,786 -11%
PB
612
Pinnacle Bancorp
Nebraska
$3.99M +$1.77M +36,879 +80%
PPW
613
Parcion Private Wealth
Washington
$3.97M -$111K -1,910 -3%
EP
614
Edgestream Partners
New Jersey
$3.93M -$532K -11,087 -12%
MPIM
615
McGinn Penninger Investment Management
Virginia
$3.93M -$12.5K -261 -0.3%
WCM
616
Weik Capital Management
Pennsylvania
$3.92M -$20.4K -425 -0.5%
APA
617
American Portfolios Advisors
New York
$3.92M +$210K +4,384 +6%
SPC
618
Sigma Planning Corp
Michigan
$3.91M -$709K -14,780 -15%
YIA
619
YHB Investment Advisors
Connecticut
$3.91M -$1.4M -29,211 -26%
SP
620
Symmetry Partners
Connecticut
$3.9M +$1.13M +23,562 +41%
KWM
621
Kingsview Wealth Management
Oregon
$3.89M -$23.7K -493 -0.6%
AG
622
AIA Group
Hong Kong
$3.88M +$2.33M +48,639 +151%
CW
623
Connectus Wealth
Ohio
$3.88M +$3.88M +80,771 New
SCI
624
S&CO Inc
Massachusetts
$3.82M -$45.1K -940 -1%
MAM
625
Myriad Asset Management
Hong Kong
$3.81M +$3.81M +79,400 New