WFC icon

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 %
BSI
851
Bennett Selby Investments
Maine
$1.05M +$1.05M +34,834 New
NCM
852
Northwest Capital Management
Oregon
$1.05M -$56K -1,855 -5%
DPIM
853
Duff & Phelps Investment Management
Illinois
$1.05M +$66.4K +2,200 +7%
AWM
854
Apollon Wealth Management
South Carolina
$1.04M +$756K +25,041 +267%
SAM
855
Silvercrest Asset Management
New York
$1.04M -$97K -3,213 -9%
MC
856
Martin & Co
Tennessee
$1.03M -$2.42K -80 -0.2%
MAWCM
857
Mine & Arao Wealth Creation & Management
California
$1.03M +$72.4K +2,398 +8%
MIAN
858
Mariner Independent Advisor Network
Kansas
$1.03M +$510K +16,882 +99%
HIMC
859
Heritage Investors Management Corp
Maryland
$1.02M -$1.26M -41,638 -55%
BJL
860
Brighton Jones LLC
Washington
$1.02M +$29.8K +987 +3%
FSCM
861
Front Street Capital Management
Montana
$1.02M -$20.5K -679 -2%
CIA
862
Citadel Investment Advisory
Ohio
$1M +$1M +33,246 New
CIA
863
Choate Investment Advisors
Massachusetts
$1M -$110K -3,637 -10%
PWLP
864
Prio Wealth Limited Partnership
Massachusetts
$998K -$133K -4,408 -12%
WTC
865
WhitTier Trust Company
Nevada
$997K -$423K -14,013 -30%
RSVP
866
Ramsay Stattman Vela & Price
Colorado
$997K -$198K -6,576 -17%
1SB
867
1ST Source Bank
Indiana
$989K -$367K -12,169 -27%
AF
868
Advisornet Financial
Minnesota
$989K -$10.4K -345 -1%
SC
869
Sawyer & Company
Massachusetts
$987K -$97K -3,215 -9%
TNB
870
Thomasville National Bank
Georgia
$982K -$15.2K -503 -2%
YIH
871
Y-Intercept (HK)
Hong Kong
$982K +$982K +33,013 New
SACTSONJ
872
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$972K
WAMC
873
Western Asset Management Company
California
$972K
CFGS
874
Concourse Financial Group Securities
Alabama
$965K -$39.5K -1,309 -4%
FTDI
875
First Trust Direct Indexing
Massachusetts
$961K +$961K +31,843 New