WFC icon

Wells Fargo

1,786 hedge funds and large institutions have $218B invested in Wells Fargo in 2014 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 647 increasing their positions, 728 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
+115
Holders Change %
+6.88%
% of All Funds
47.66%
Holding in Top 10
361
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+5.87%
% of All Funds
9.63%
New
189
Increased
647
Reduced
728
Closed
54
Calls
$1.42B
Puts
$2.15B
Net Calls
-$737M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Shares
Change %
ID
1076
Integral Derivatives
New York
$2.02M -$893K -16,300 -31%
BCFS
1077
Butensky & Cohen Financial Security
Florida
$2.02M +$2.02M +36,772 New
SAM
1078
Shamrock Asset Management
Texas
$2.01M -$139K -2,546 -6%
SGAM
1079
Steinberg Global Asset Management
Florida
$2.01M +$97.8K +1,784 +5%
MCM
1080
MAI Capital Management
Ohio
$2M -$507K -9,256 -20%
BAS
1081
Brown Advisory Securities
Maryland
$2M +$158K +2,895 +9%
CG
1082
Clinton Group
New York
$2M +$2M +36,525 New
RBC
1083
Ronald Blue & Co
Georgia
$2M -$46.1K -840 -2%
SCM
1084
SOL Capital Management
Maryland
$1.99M -$5.48K -100 -0.3%
PVH
1085
Psagot Value Holdings
Israel
$1.99M -$16.4K -300 -0.8%
CCA
1086
Checchi Capital Advisers
California
$1.97M +$407K +7,425 +26%
FA
1087
FMA Advisory
Pennsylvania
$1.97M -$17K -310 -0.9%
ST
1088
Smithfield Trust
Pennsylvania
$1.96M -$148K -2,697 -7%
CCS
1089
Crosspoint Capital Strategies
California
$1.95M +$831K +15,144 +75%
CC
1090
Cannell & Co
New York
$1.94M
MCM
1091
Murphy Capital Management
New Jersey
$1.94M +$132K +2,411 +7%
W
1092
Wealthfront
California
$1.94M +$359K +6,545 +23%
BB
1093
Bell Bank
North Dakota
$1.94M +$440K +8,026 +29%
LH
1094
Lebenthal Holdings
New York
$1.93M +$1.93M +35,212 New
AWM
1095
Avior Wealth Management
Nebraska
$1.93M -$1.15K -21 -0.1%
CGI
1096
CI Global Investments
California
$1.92M -$6.03M -110,000 -76%
PHIMC
1097
Private Harbour Investment Management & Counsel
Ohio
$1.91M -$351K -6,400 -16%
PFM
1098
PacWest Financial Management
Arizona
$1.9M -$123K -2,250 -6%
PJSIMP
1099
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.9M +$247K +4,504 +15%
BBA
1100
BLB&B Advisors
Pennsylvania
$1.9M +$6.19K +113 +0.3%