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 %
RWA
926
Redhawk Wealth Advisors
Minnesota
$822K +$47.1K +1,562 +6%
Luther King Capital Management (LKCM)
927
Luther King Capital Management (LKCM)
Texas
$820K -$573K -18,969 -41%
IMA
928
Investment Management Associates
Colorado
$814K +$814K +26,955 New
FMT
929
First Mercantile Trust
Tennessee
$813K +$77.4K +2,562 +11%
CCM
930
Compton Capital Management
Rhode Island
$811K -$76.9K -2,550 -9%
CPIG
931
Chicago Partners Investment Group
Illinois
$808K +$159K +4,971 +24%
BOM
932
Bank of Marin
California
$807K +$807K +26,744 New
CAS
933
Coppell Advisory Solutions
Texas
$804K +$804K +26,633 New
GFP
934
Gryphon Financial Partners
Ohio
$799K -$103K -3,420 -11%
PTC
935
Private Trust Company
Ohio
$799K -$91K -3,016 -10%
EW
936
Evoke Wealth
California
$797K +$394K +13,044 +98%
RPC
937
Rossmore Private Capital
Connecticut
$795K -$690K -22,877 -46%
IFWM
938
Institute for Wealth Management
Colorado
$790K -$287K -9,512 -27%
PA
939
PSI Advisors
Florida
$786K -$140K -4,630 -15%
GRP
940
Global Retirement Partners
California
$783K -$1.96M -65,019 -71%
RC
941
RegentAtlantic Capital
New Jersey
$777K -$303K -10,036 -28%
DLG
942
Daniel L. Goodwin
$775K -$72.4K -2,400 -9%
MA
943
Montag & Associates
Georgia
$772K +$194K +6,423 +34%
AW
944
ACG Wealth
Georgia
$771K -$32.1K -1,065 -4%
NB
945
Nicolet Bankshares
Wisconsin
$771K -$10.3K -340 -1%
NEWAS
946
N.E.W. Advisory Services
Wisconsin
$770K -$39K -1,293 -5%
ANRIA
947
American National Registered Investment Advisor
Texas
$768K
HCM
948
Hutchinson Capital Management
California
$767K -$138K -4,576 -15%
CBT
949
CoreFirst Bank & Trust
Kansas
$767K +$767K +25,399 New
FCCM
950
First City Capital Management
Georgia
$766K -$601K -18,350 -44%