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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 %
RIL
951
Rothschild Investment LLC
Illinois
$598K -$69.7K -2,966 -10%
ANRIA
952
American National Registered Investment Advisor
Texas
$598K -$9.41K -400 -2%
ACM
953
AlphaCrest Capital Management
New York
$597K -$1.18M -50,434 -66%
RM
954
Resource Management
Louisiana
$596K -$5.19K -221 -0.9%
PI
955
Putnam Investments
Massachusetts
$596K +$14.6K +619 +3%
RCM
956
Radnor Capital Management
Pennsylvania
$595K -$47.1K -2,000 -7%
AIM
957
Achmea Investment Management
Netherlands
$591K +$591K +25,119 New
FMT
958
First Mercantile Trust
Tennessee
$590K +$166K +6,850 +39%
CC
959
Cadinha & Co
Hawaii
$587K -$118K -5,000 -17%
MGWM
960
Marks Group Wealth Management
Minnesota
$587K +$20.8K +885 +4%
TMAM
961
Tokio Marine Asset Management
Japan
$587K +$59.4K +2,527 +11%
HIC
962
Holderness Investments Company
North Carolina
$586K +$14K +597 +2%
FWM
963
Foresight Wealth Management
Utah
$581K +$106K +4,525 +22%
PFP
964
Pinnacle Financial Partners
Tennessee
$580K -$48.4K -2,058 -8%
BMO
965
Beck Mack & Oliver
New York
$577K
OAM
966
Optimal Asset Management
California
$572K +$572K +24,342 New
SCM
967
Schnieders Capital Management
California
$570K -$1.39M -59,209 -71%
CCM
968
Carlson Capital Management
Minnesota
$570K -$41.4K -1,760 -7%
SRC
969
Sage Rhino Capital
California
$568K -$570K -24,244 -50%
VCA
970
Verdence Capital Advisors
Maryland
$566K -$485K -20,627 -46%
Jones Financial Companies
971
Jones Financial Companies
Missouri
$565K -$383K -16,282 -40%
OWP
972
Obermeyer Wealth Partners
Colorado
$563K +$117K +4,966 +26%
BO
973
BRR OpCo
Ohio
$561K +$6.04K +257 +1%
SBIA
974
Sheaff Brock Investment Advisors
Indiana
$557K -$6.7K -285 -1%
SWM
975
Shakespeare Wealth Management
Wisconsin
$557K