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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 %
ACM
851
AlphaStar Capital Management
North Carolina
$1.76M +$939K +16,176 +115%
OAM
852
Occidental Asset Management
California
$1.75M +$49.6K +1,033 +3%
AMM
853
American Money Management
California
$1.73M +$35.9K +749 +2%
MAM
854
Marotta Asset Management
Virginia
$1.72M +$36K +750 +2%
BSI
855
Bennett Selby Investments
Maine
$1.72M
TFA
856
Trinity Financial Advisors
Ohio
$1.72M -$61.4K -1,280 -3%
CAM
857
Carret Asset Management
New York
$1.7M -$11K -230 -0.6%
BCI
858
Brinker Capital Investments
Pennsylvania
$1.7M +$1.16M +24,121 +215%
PHS
859
Pekin Hardy Strauss
Illinois
$1.69M -$1.55M -32,275 -48%
UFG
860
United Fire Group
Iowa
$1.68M -$1.44M -30,000 -46%
AA
861
AF Advisors
California
$1.68M
DPIM
862
Duff & Phelps Investment Management
Illinois
$1.66M
PCM
863
Prelude Capital Management
New York
$1.66M +$1.09M +22,748 +191%
Assenagon Asset Management
864
Assenagon Asset Management
Luxembourg
$1.66M -$21.9K -457 -1%
AWE
865
Avidian Wealth Enterprises
Texas
$1.63M -$64.7K -1,349 -4%
LCOV
866
London Company of Virginia
Virginia
$1.63M +$139K +2,897 +9%
RWA
867
Roberts Wealth Advisors
California
$1.63M +$71.5K +1,410 +5%
CCM
868
Coldstream Capital Management
Washington
$1.63M +$729K +15,190 +81%
FFS
869
Founders Financial Securities
Maryland
$1.62M -$10.3K -214 -0.6%
Kovitz Investment Group Partners
870
Kovitz Investment Group Partners
Illinois
$1.62M +$1.26M +41,776 +352%
JWCA
871
J.W. Cole Advisors
Florida
$1.61M +$96 +2 +0%
HWM
872
HB Wealth Management
Georgia
$1.61M +$1.61M +33,597 New
PTC
873
Private Trust Company
Ohio
$1.6M -$94.7K -1,973 -6%
LF
874
Lee Financial
Texas
$1.59M -$336 -7 -0%
IVP
875
Intrinsic Value Partners
Arizona
$1.59M +$1.59M +33,139 New