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Wells Fargo

2,061 hedge funds and large institutions have $135B invested in Wells Fargo in 2021 Q4 according to their latest regulatory filings, with 302 funds opening new positions, 677 increasing their positions, 803 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,061
Holders Change
+163
Holders Change %
+8.59%
% of All Funds
31.83%
Holding in Top 10
92
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.17%
% of All Funds
1.42%
New
302
Increased
677
Reduced
803
Closed
107
Calls
$3.15B
Puts
$4.35B
Net Calls
-$1.2B
Net Calls Change
-$907M
Name Holding Trade Value Shares
Change
Shares
Change %
CBT
1026
CoreFirst Bank & Trust
Kansas
$1.09M -$51.5K -1,072 -5%
Jones Financial Companies
1027
Jones Financial Companies
Missouri
$1.09M +$62.7K +1,307 +6%
EAM
1028
Erste Asset Management
Austria
$1.09M -$7.66K -158 -0.7%
NCM
1029
Neumann Capital Management
California
$1.08M
FCAG
1030
First Capital Advisors Group
New Jersey
$1.08M +$1.08M +22,499 New
RPC
1031
Rossmore Private Capital
Connecticut
$1.08M
CA
1032
Cumberland Advisors
Florida
$1.08M -$84K -1,750 -7%
NEWAS
1033
N.E.W. Advisory Services
Wisconsin
$1.08M -$10.7K -223 -1%
WHG
1034
Westwood Holdings Group
Texas
$1.07M +$6K +125 +0.6%
AW
1035
Alaethes Wealth
Nevada
$1.07M
MSR
1036
Main Street Research
Connecticut
$1.07M -$45.7K -952 -4%
RPCONE
1037
Retirement Planning Company of New England
Rhode Island
$1.07M +$1.07M +22,285 New
AWA
1038
Arkadios Wealth Advisors
Georgia
$1.07M -$58.9K -1,227 -5%
GLLW
1039
Graves Light Lenhart Wealth
Virginia
$1.06M -$29.4K -612 -3%
TW
1040
TrinityPoint Wealth
Connecticut
$1.05M -$22.3K -465 -2%
CC
1041
Courier Capital
New York
$1.05M -$14.4K -300 -1%
LSAG
1042
Lake Street Advisors Group
New Hampshire
$1.05M +$1.05M +21,915 New
PFSC
1043
Peoples Financial Services Corp
Pennsylvania
$1.05M -$4.8K -100 -0.5%
CL
1044
Choreo LLC
Illinois
$1.05M -$22K -458 -2%
AIM
1045
Aigen Investment Management
New York
$1.05M +$1.05M +21,464 New
MCM
1046
Mengis Capital Management
Oregon
$1.04M +$72K +1,501 +7%
FNT
1047
First National Trust
Pennsylvania
$1.04M -$34.3K -714 -3%
HBT
1048
Heartland Bank & Trust
Illinois
$1.04M +$21.2K +441 +2%
BRWM
1049
B. Riley Wealth Management
Tennessee
$1.04M +$95.1K +1,982 +10%
WTB
1050
Washington Trust Bank
Washington
$1.03M