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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 %
MA
1051
Mutual Advisors
Nebraska
$561K -$141K -4,678 -20%
CGL
1052
Clarius Group LLC
Washington
$556K +$74.1K +2,457 +15%
ACI
1053
Alpha Cubed Investments
California
$555K -$40K -1,325 -7%
BWAM
1054
Boyd Watterson Asset Management
Ohio
$552K -$24.6K -815 -4%
FBT
1055
First Bank & Trust
South Dakota
$551K -$40.7K -1,347 -7%
ROTUOC
1056
Regents of the University of California
California
$546K
RG
1057
Rathbones Group
United Kingdom
$545K -$29.4K -975 -5%
PI
1058
Putnam Investments
Massachusetts
$544K -$221K -7,323 -29%
CC
1059
Chicago Capital
Illinois
$544K -$19.3K -640 -3%
SW
1060
SteelPeak Wealth
California
$543K -$751K -24,906 -58%
QPWM
1061
Quadrant Private Wealth Management
Pennsylvania
$542K -$6.67K -221 -1%
XF
1062
XML Financial
Maryland
$540K +$7.91K +262 +1%
CT
1063
Cambridge Trust
Massachusetts
$539K -$60.3K -2,000 -10%
PWPS
1064
Pinnacle Wealth Planning Services
Ohio
$536K -$29.4K -974 -5%
KMWM
1065
Keudell/Morrison Wealth Management
Oregon
$534K +$16.3K +541 +3%
ADL
1066
Asset Dedication LLC
California
$531K -$80.9K -2,649 -13%
IAMOG
1067
Investors Asset Management of Georgia
Georgia
$530K -$90.4K -2,993 -15%
GTCM
1068
Gyon Technologies Capital Management
New Jersey
$528K -$952K -31,558 -64%
WWM
1069
Western Wealth Management
Colorado
$528K -$83.2K -2,754 -14%
NWS
1070
Newport Wealth Strategies
California
$527K
JSL
1071
JT Stratford LLC
Georgia
$525K -$22.5K -745 -4%
PA
1072
Parallel Advisors
California
$523K -$189K -6,270 -27%
HCM
1073
Hutner Capital Management
Vermont
$520K
OQS
1074
Occudo Quantitative Strategies
Florida
$520K +$520K +17,231 New
JFA
1075
JNBA Financial Advisors
Minnesota
$519K +$73.5K +2,433 +16%