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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 %
BBA
876
BLB&B Advisors
Pennsylvania
$958K -$257K -8,519 -21%
FCI
877
Financial Counselors Inc
Kansas
$958K -$246K -8,158 -20%
4WM
878
44 Wealth Management
Oregon
$958K +$958K +31,738 New
SEC
879
Seven Eight Capital
New York
$954K -$1.31M -43,300 -58%
BC
880
Bartlett & Co
Ohio
$946K -$138K -4,565 -13%
BCWM
881
Bartlett & Co Wealth Management
Ohio
$946K -$138K -4,565 -13%
BPA
882
Beacon Pointe Advisors
California
$940K -$140K -4,658 -13%
SAM
883
Sequent Asset Management
Texas
$939K -$556K -18,424 -37%
WPC
884
White Pine Capital
Minnesota
$939K -$123K -4,067 -12%
FWM
885
Frontier Wealth Management
Missouri
$936K -$719K -23,829 -43%
SCA
886
Sassicaia Capital Advisers
New York
$936K +$936K +31,000 New
H
887
HoyleCohen
California
$928K -$333K -11,032 -26%
PP
888
Palladium Partners
Virginia
$924K -$714K -23,649 -44%
LWAC
889
Laurel Wealth Advisors (California)
California
$923K -$159K -5,259 -15%
MCM
890
Monarch Capital Management
Indiana
$923K -$58.6K -1,940 -6%
OSAM
891
O'Shaughnessy Asset Management
Connecticut
$913K +$140K +4,649 +18%
LFAS
892
Level Four Advisory Services
Texas
$910K -$572K -18,953 -39%
BCM
893
Boltwood Capital Management
California
$908K -$111K -3,678 -11%
CAM
894
Cresset Asset Management
Illinois
$907K -$395K -13,087 -30%
CA
895
Calton & Associates
Florida
$903K +$486K +16,095 +116%
FFBTD
896
First Financial Bank - Trust Division
Ohio
$901K -$10.8K -359 -1%
PK
897
Pflug Koory
Nebraska
$901K +$7.45K +247 +0.8%
NIC
898
Northwest Investment Counselors
Oregon
$886K -$80.4K -2,663 -8%
FMTC
899
Farmers & Merchants Trust Company
California
$882K -$49K -1,624 -5%
MIM
900
Marco Investment Management
Georgia
$876K