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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 %
KLCM
676
KG&L Capital Management
Louisiana
$1.78M -$103K -3,402 -5%
BRWA
677
B. Riley Wealth Advisors
Florida
$1.77M -$617K -20,967 -26%
IPAM
678
ICICI Prudential Asset Management
India
$1.77M +$1.77M +58,642 New
WIA
679
Wealthstreet Investment Advisors
Texas
$1.74M -$233K -7,737 -12%
FNBSF
680
First National Bank Sioux Falls
South Dakota
$1.74M -$1.36K -45 -0.1%
WPA
681
Winning Points Advisors
Florida
$1.74M +$17.1K +568 +1%
AAM
682
Advisors Asset Management
Colorado
$1.74M -$103K -3,409 -6%
SPC
683
Sigma Planning Corp
Michigan
$1.74M -$444K -14,716 -20%
CS
684
Capital Square
Tennessee
$1.74M +$4.83K +160 +0.3%
MF
685
Manchester Financial
California
$1.73M -$60.8K -2,016 -3%
CIA
686
Capital Investment Advisors
Georgia
$1.73M -$1.81M -60,084 -51%
FCBT
687
First Citizens Bank & Trust
North Carolina
$1.73M -$438K -14,522 -20%
QP
688
Quilter Plc
United Kingdom
$1.73M -$70.2K -2,325 -4%
EWA
689
EP Wealth Advisors
California
$1.73M -$22.5K -744 -1%
AWM
690
Avior Wealth Management
Nebraska
$1.71M -$58K -1,923 -3%
SDWIA
691
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.7M +$607K +20,108 +55%
EWM
692
Evercore Wealth Management
New York
$1.7M -$551K -18,271 -24%
ICM
693
IMS Capital Management
Oregon
$1.7M +$795K +26,363 +88%
SJL
694
Shayne & Jacobs LLC
Tennessee
$1.7M -$323K -10,698 -16%
KPWS
695
Kestra Private Wealth Services
Texas
$1.69M -$624K -20,958 -27%
BFS
696
Bradley Foster & Sargent
Connecticut
$1.69M +$112K +3,700 +7%
PAM
697
Palisade Asset Management
Minnesota
$1.68M -$2.25M -74,392 -57%
WJWM
698
Williams Jones Wealth Management
New York
$1.68M -$181K -6,000 -10%
LDB
699
Lee, Danner & Bass
Tennessee
$1.68M -$29.6K -982 -2%
APP
700
Avantax Planning Partners
Iowa
$1.68M -$474K -15,698 -22%