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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 %
ECM
876
Evergreen Capital Management
Washington
$3.55M -$50K -920 -1%
CIC
877
Carnegie Investment Counsel
Ohio
$3.53M +$416K +7,661 +13%
GA
878
Geneva Advisors
Illinois
$3.52M +$14.4K +265 +0.4%
KA
879
KLCM Advisors
Wisconsin
$3.5M -$304K -5,588 -8%
GEM
880
Global Endowment Management
North Carolina
$3.49M -$185K -3,400 -5%
MFW
881
Meristem Family Wealth
Minnesota
$3.49M -$101K -1,852 -3%
AP
882
Advisor Partners
California
$3.48M +$91.3K +1,678 +3%
SFSIG
883
San Francisco Sentry Investment Group
California
$3.46M +$54 +1 +0%
UAS
884
United Asset Strategies
New York
$3.46M +$230K +4,175 +7%
CCP
885
Clarkston Capital Partners
Michigan
$3.45M +$27.2K +500 +0.8%
BCM
886
BTR Capital Management
California
$3.41M +$1.93M +35,448 +130%
LGC
887
Laurel Grove Capital
California
$3.39M +$54.4K +1,000 +2%
PBT
888
Pictet Bank & Trust
Bahamas
$3.39M -$397K -7,300 -10%
MFS
889
MSI Financial Services
Massachusetts
$3.39M +$755K +13,880 +29%
BI
890
Boulegeris Investments
Georgia
$3.39M -$762 -14 -0%
SGCA
891
Steel Grove Capital Advisors
Tennessee
$3.38M +$3.38M +62,186 New
VOAM
892
Vertex One Asset Management
British Columbia, Canada
$3.36M +$843K +15,500 +34%
HAM
893
Highstreet Asset Management
Ontario, Canada
$3.34M -$460K -8,458 -12%
LDB
894
Lee, Danner & Bass
Tennessee
$3.32M -$21.8K -400 -0.7%
AWM
895
Altavista Wealth Management
North Carolina
$3.31M +$73.7K +1,355 +2%
FSC
896
Fiduciary Services Corp
Georgia
$3.29M +$206K +3,789 +7%
FWCM
897
First Western Capital Management
California
$3.28M +$3.02M +55,558 +1,153%
PS
898
Pensionfund Sabic
Netherlands
$3.28M +$3.28M +60,300 New
1GA
899
1st Global Advisors
Texas
$3.28M +$90.9K +1,672 +3%
GWM
900
Gupta Wealth Management
California
$3.27M +$3.27M +60,138 New