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Wells Fargo

1,764 hedge funds and large institutions have $216B invested in Wells Fargo in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 733 increasing their positions, 711 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,764
Holders Change
-22
Holders Change %
-1.23%
% of All Funds
47.05%
Holding in Top 10
343
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.99%
% of All Funds
9.15%
New
81
Increased
733
Reduced
711
Closed
84
Calls
$1.18B
Puts
$1.6B
Net Calls
-$417M
Net Calls Change
+$320M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
826
Monarch Capital Management
Indiana
$4.17M -$253K -4,650 -6%
BFG
827
Beacon Financial Group
Texas
$4.16M +$7.4K +135 +0.2%
LWCFA
828
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.16M +$4.35K +80 +0.1%
MC
829
Martin & Co
Tennessee
$4.14M +$51.7K +950 +1%
GECH
830
Garnet Equity Capital Holdings
New York
$4.08M -$544K -10,000 -12%
NMIFOAC
831
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.08M
SMM
832
Stadion Money Management
Georgia
$4.07M +$4.07M +74,800 New
HBT
833
Hills Bank & Trust
Iowa
$4.06M +$128K +2,345 +3%
HRC
834
Hoertkorn Richard Charles
$4.04M -$27.2K -500 -0.7%
1SB
835
1ST Source Bank
Indiana
$4.03M +$58.1K +1,068 +1%
SAMNY
836
Samsung Asset Management (New York)
New York
$4.03M +$76.7K +1,410 +2%
SIA
837
SeaBridge Investment Advisors
New Jersey
$4.03M -$21.8K -400 -0.5%
CT
838
Chicago Trust
Illinois
$3.96M +$3.96M +72,820 New
SC
839
SouthState Corp
Florida
$3.96M +$191K +3,519 +5%
HVIA
840
Hudson Valley Investment Advisors
New York
$3.94M +$370K +6,801 +10%
RAM
841
Roanoke Asset Management
New Jersey
$3.93M +$109 +2 +0%
RC
842
RegentAtlantic Capital
New Jersey
$3.9M -$54.2K -997 -1%
FLPIM
843
F.L. Putnam Investment Management
Massachusetts
$3.88M -$47.6K -876 -1%
BDF
844
Balasa Dinverno & Foltz
$3.88M +$87.1K +1,601 +2%
PCM
845
Parsons Capital Management
Rhode Island
$3.87M -$109K -2,007 -3%
WKWM
846
Walter & Keenan Wealth Management
Indiana
$3.84M +$381 +7 +0%
BPCA
847
Bank Pictet & Cie (Asia)
Singapore
$3.83M -$160K -2,948 -4%
WRM
848
Westport Resources Management
Connecticut
$3.83M +$118K +2,162 +3%
PAM
849
Peak Asset Management
Colorado
$3.82M -$71K -1,305 -2%
WTB
850
Washington Trust Bank
Washington
$3.82M -$86.3K -1,586 -2%