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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 %
6M
801
6 Meridian
Kansas
$2.02M -$23.1K -482 -1%
LNC
802
Lincoln National Corp
Pennsylvania
$2.02M +$187K +3,902 +10%
VCA
803
Verdence Capital Advisors
Maryland
$2.01M -$13.4K -280 -0.7%
TAM
804
Trust Asset Management
Texas
$2.01M
CWS
805
Cypress Wealth Services
California
$2.01M -$260K -5,421 -11%
NCM
806
Northwest Capital Management
Oregon
$1.98M -$52.8K -938 -3%
CIA
807
Cohen Investment Advisors
New Hampshire
$1.98M +$37.4K +780 +2%
MWP
808
Meridian Wealth Partners
Pennsylvania
$1.97M -$4.56K -95 -0.2%
JSL
809
JT Stratford LLC
Georgia
$1.97M +$43.1K +898 +2%
HBWM
810
Hollow Brook Wealth Management
New York
$1.96M +$95.7K +1,995 +5%
UAS
811
United Asset Strategies
New York
$1.96M -$63.7K -1,327 -3%
OPS
812
Orion Portfolio Solutions
Nebraska
$1.96M +$4.85K +101 +0.2%
OIA
813
OneDigital Investment Advisors
Kansas
$1.95M -$244K -5,083 -11%
CS
814
Cannell & Spears
New York
$1.94M -$1.34K -28 -0.1%
EHC
815
Everett Harris & Co
California
$1.93M -$44.4K -925 -2%
ETI
816
Enterprise Trust & Investment
California
$1.93M -$28.8K -600 -1%
TMAM
817
Tokio Marine Asset Management
Japan
$1.93M +$113K +2,347 +6%
AFM
818
Anson Funds Management
Texas
$1.92M +$1.92M +40,000 New
MIAN
819
Mariner Independent Advisor Network
Kansas
$1.92M -$121K -2,463 -6%
MGP
820
Metis Global Partners
California
$1.92M +$1.92M +39,910 New
OCM
821
One Capital Management
California
$1.9M -$37.6K -783 -2%
NRS
822
Neville Rodie & Shaw
New York
$1.9M
PI
823
PFS Investments
Georgia
$1.9M +$137K +2,849 +8%
DT
824
Diversified Trust
Tennessee
$1.89M +$13.3K +277 +0.7%
CM
825
Columbus Macro
Pennsylvania
$1.89M -$250K -5,214 -12%