WFC icon

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 %
LDB
726
Lee, Danner & Bass
Tennessee
$2.64M +$108K +2,250 +4%
VFA
727
Valeo Financial Advisors
Indiana
$2.62M -$19.8K -412 -0.7%
OFA
728
Oak Family Advisors
Illinois
$2.62M -$96.7K -2,016 -4%
WKWM
729
Walter & Keenan Wealth Management
Indiana
$2.61M -$225K -4,698 -8%
HWM
730
HighMark Wealth Management
Minnesota
$2.61M +$3.79K +79 +0.1%
FAM
731
Fred Alger Management
New York
$2.59M -$58.2M -1,213,945 -96%
SCM
732
Schnieders Capital Management
California
$2.56M +$217K +4,532 +9%
LNWWM
733
Laird Norton Wetherby Wealth Management
California
$2.56M +$283K +5,889 +12%
ACM
734
Azimuth Capital Management
Michigan
$2.54M -$645K -13,435 -20%
ATPW
735
Ashton Thomas Private Wealth
Arizona
$2.51M +$2.17M +45,298 +640%
SC
736
Savant Capital
Illinois
$2.51M +$135K +2,822 +6%
MC
737
Moors & Cabot
Massachusetts
$2.51M -$173K -3,612 -6%
DMBA
738
Deseret Mutual Benefit Administrators
Utah
$2.51M -$286K -5,956 -10%
XWM
739
Xcel Wealth Management
Florida
$2.51M -$16.2K -338 -0.6%
JC
740
JB Capital
Connecticut
$2.49M +$87.3K +1,820 +4%
AWM
741
Altium Wealth Management
New York
$2.49M +$240K +4,991 +11%
BAM
742
Belpointe Asset Management
Nevada
$2.49M +$921K +19,194 +59%
AFS
743
Aft Forsyth & Sober
Florida
$2.47M
CDH
744
Charles D. Hyman
$2.47M -$133K -2,764 -5%
HI
745
Horizon Investments
North Carolina
$2.44M +$80K +1,674 +3%
SW
746
SVB Wealth
Massachusetts
$2.42M +$348K +7,246 +17%
SPIA
747
Steward Partners Investment Advisory
New York
$2.41M +$237K +4,938 +11%
EIM
748
Essex Investment Management
Massachusetts
$2.4M -$513K -10,684 -18%
IR
749
IAT Reinsurance
New York
$2.4M
UM
750
Ulysses Management
New York
$2.4M +$480K +10,000 +25%