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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 %
PCA
1126
Providence Capital Advisors
North Carolina
$468K +$52.2K +1,728 +13%
ECG
1127
Edge Capital Group
Georgia
$466K -$226K -7,496 -33%
HT
1128
HighTower Trust
Texas
$466K +$133K +4,395 +40%
CNC
1129
Canandaigua National Corp
New York
$465K -$110K -3,629 -19%
TFO
1130
Tarbox Family Office
California
$465K -$19.4K -642 -4%
SVCP
1131
Silicon Valley Capital Partners
California
$464K -$318K -10,533 -41%
MAM
1132
McCarthy Asset Management
California
$458K +$458K +15,160 New
NIM
1133
Northeast Investment Management
Massachusetts
$455K -$12.2K -404 -3%
VCA
1134
Verdence Capital Advisors
Maryland
$454K -$273K -9,037 -38%
KFC
1135
Klingenstein Fields & Co
New York
$453K
MGWM
1136
Marks Group Wealth Management
Minnesota
$452K -$301K -9,984 -40%
NSIM
1137
North Star Investment Management
Illinois
$452K -$30.8K -1,021 -6%
AIA
1138
AIMZ Investment Advisors
California
$452K +$574 +19 +0.1%
HWA
1139
HCR Wealth Advisors
California
$450K -$24.2K -800 -5%
WAM
1140
Weatherly Asset Management
California
$449K -$133K -4,405 -23%
ISB
1141
Iowa State Bank
Iowa
$448K -$65.5K -2,170 -13%
IAIM
1142
International Assets Investment Management
Florida
$447K -$63.1K -5,502 -12%
AC
1143
Avestar Capital
New York
$446K +$121K +4,015 +37%
IWM
1144
IHT Wealth Management
Illinois
$445K -$67.8K -2,248 -13%
GSEP
1145
Golden State Equity Partners
California
$444K +$444K +14,713 New
FI
1146
FormulaFolio Investments
Michigan
$443K +$443K +14,688 New
PFO
1147
Pathstone Family Office
New Jersey
$442K +$219K +7,242 +98%
HSA
1148
HBK Sorce Advisory
Pennsylvania
$441K -$60.8K -2,015 -12%
DIA
1149
Dana Investment Advisors
Wisconsin
$441K +$46.7K +1,547 +12%
Qube Research & Technologies (QRT)
1150
Qube Research & Technologies (QRT)
United Kingdom
$439K -$11.6M -385,594 -96%