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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 %
FG
701
Foster Group
Iowa
$1.67M +$1.67M +55,835 New
CA
702
Cetera Advisors
Colorado
$1.67M +$16.9K +559 +1%
AC
703
Athanor Capital
New York
$1.66M +$1.15M +37,970 +222%
APA
704
American Portfolios Advisors
New York
$1.65M +$21.2K +701 +1%
CBT
705
Capital Bank & Trust
California
$1.64M -$312K -10,328 -16%
SB
706
Simmons Bank
Arkansas
$1.63M -$210K -6,952 -11%
Lido Advisors
707
Lido Advisors
California
$1.63M +$688K +22,787 +73%
CANC
708
Culbertson A N & Co
Virginia
$1.63M -$253K -8,390 -13%
Kovitz Investment Group Partners
709
Kovitz Investment Group Partners
Illinois
$1.62M -$1.46M -48,473 -47%
MWM
710
Mission Wealth Management
California
$1.62M +$95.8K +3,172 +6%
BFIM
711
Beese Fulmer Investment Management
Ohio
$1.61M -$696K -23,062 -30%
Connor, Clark & Lunn Investment Management (CC&L)
712
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.61M -$10.5M -346,698 -87%
BC
713
Brio Consultants
California
$1.6M -$3.35K -111 -0.2%
CWS
714
Cypress Wealth Services
California
$1.6M +$1.6M +52,908 New
TNA
715
True North Advisors
Texas
$1.6M +$276K +9,163 +21%
PCTC
716
Perkins Coie Trust Company
Washington
$1.59M -$27.6K -913 -2%
SGCA
717
Steel Grove Capital Advisors
Tennessee
$1.59M
VFA
718
Valeo Financial Advisors
Indiana
$1.56M -$26.6K -882 -2%
OPCM
719
Osborne Partners Capital Management
California
$1.56M +$543K +18,000 +54%
QF
720
QVT Financial
New York
$1.55M
PWM
721
Perigon Wealth Management
California
$1.54M -$2.96K -98 -0.2%
PGFC
722
Peapack-Gladstone Financial Corp
New Jersey
$1.54M -$302K -10,020 -16%
MCM
723
MAI Capital Management
Ohio
$1.53M -$122K -4,040 -7%
BC
724
Burney Company
Virginia
$1.53M +$1.07M +35,326 +229%
ACP
725
Aviance Capital Partners
Florida
$1.51M