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Wells Fargo

1,611 hedge funds and large institutions have $66.4B invested in Wells Fargo in 2020 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 540 increasing their positions, 816 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-134
Holders Change %
-7.68%
% of All Funds
32.59%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.15%
New
102
Increased
540
Reduced
816
Closed
223
Calls
$2.13B
Puts
$2.21B
Net Calls
-$78.9M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Shares
Change %
DTC
901
Davidson Trust Company
Washington
$701K -$13.8K -590 -2%
CIP
902
Cornerstone Investment Partners
Georgia
$701K +$470 +20 +0.1%
SP
903
Symmetry Partners
Connecticut
$697K +$697K +29,659 New
PK
904
Pflug Koory
Nebraska
$696K -$65.8K -2,800 -9%
SIA
905
Soltis Investment Advisors
Utah
$694K +$44.9K +1,909 +7%
PTC
906
Private Trust Company
Ohio
$693K -$272K -11,564 -28%
CCM
907
Compton Capital Management
Rhode Island
$692K -$77.9K -3,315 -10%
BB
908
Busey Bank
Illinois
$691K -$91.7K -3,902 -12%
DWA
909
Douglass Winthrop Advisors
New York
$686K -$41.5K -1,768 -6%
DBT
910
Dubuque Bank & Trust
Iowa
$686K +$62.6K +2,662 +10%
SWM
911
SeaCrest Wealth Management
New York
$683K -$125K -5,321 -15%
MIM
912
Marco Investment Management
Georgia
$682K -$79.9K -3,400 -10%
IC
913
IEQ Capital
California
$680K -$3.46K -147 -0.5%
TCOV
914
Trust Company of Vermont
Vermont
$679K -$792K -33,720 -54%
MCM
915
Mengis Capital Management
Oregon
$674K -$29.3K -1,246 -4%
MSR
916
Main Street Research
Connecticut
$667K -$191K -8,115 -22%
Fuller & Thaler Asset Management
917
Fuller & Thaler Asset Management
California
$667K +$667K +28,355 New
MIH
918
Meitav Investment House
Israel
$666K -$304K -13,000 -31%
DLG
919
Daniel L. Goodwin
$662K
RA
920
RFG Advisory
Alabama
$659K -$191K -8,133 -22%
GCP
921
GSA Capital Partners
United Kingdom
$657K +$150K +6,383 +30%
FA
922
FDx Advisors
Illinois
$654K -$839K -35,685 -56%
NNP
923
Nachman Norwood & Parrott
South Carolina
$653K +$68.2K +2,898 +12%
WTB
924
Washington Trust Bank
Washington
$652K -$264K -11,222 -29%
PVH
925
Psagot Value Holdings
Israel
$650K -$197K -8,387 -23%