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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 %
AP
1051
Appleton Partners
Massachusetts
$1.03M -$10.8K -225 -1%
IAMOG
1052
Investors Asset Management of Georgia
Georgia
$1.03M -$19.6K -409 -2%
CT
1053
Cambridge Trust
Massachusetts
$1.03M +$168K +3,511 +20%
IC
1054
Intersect Capital
California
$1.03M -$11.6K -242 -1%
DTC
1055
Davidson Trust Company
Washington
$1.03M +$5.76K +120 +0.6%
CRWM
1056
Castle Rock Wealth Management
California
$1.02M +$325K +6,067 +46%
HT
1057
HighTower Trust
Texas
$1.02M -$19.8K -413 -2%
OC
1058
Optimas Capital
Hong Kong
$1.01M +$1.01M +21,135 New
AI
1059
Accredited Investors
Minnesota
$1.01M -$4.99K -104 -0.5%
BBNA
1060
Bremer Bank National Association
Minnesota
$1.01M +$3.84K +80 +0.4%
SFA
1061
Sequoia Financial Advisors
Ohio
$1.01M +$647K +13,497 +180%
FAM
1062
Fulcrum Asset Management
United Kingdom
$1.01M -$1.01M
CFGS
1063
Concourse Financial Group Securities
Alabama
$1.01M -$61.1K -1,273 -6%
IAS
1064
IMA Advisory Services
Colorado
$1M +$1M +20,919 New
TBA
1065
Tower Bridge Advisors
Pennsylvania
$996K
IRC
1066
Investors Research Corp
Georgia
$991K
SIC
1067
Salem Investment Counselors
North Carolina
$991K +$15.4K +321 +2%
QP
1068
Quilter Plc
United Kingdom
$989K -$1.43M -28,165 -59%
RM
1069
Resource Management
Louisiana
$989K -$110K -2,284 -10%
TCM
1070
Triumph Capital Management
Colorado
$987K +$89.6K +1,867 +10%
AWMT
1071
AAFMAA Wealth Management & Trust
North Carolina
$985K
MGIA
1072
Moneta Group Investment Advisors
Missouri
$985K +$101K +2,106 +11%
QCG
1073
Quadrant Capital Group
Ohio
$984K +$47.3K +986 +5%
NCM
1074
Narwhal Capital Management
Georgia
$982K +$21.5K +449 +2%
SG
1075
Swarthmore Group
Pennsylvania
$975K -$1.04M -21,752 -52%