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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 %
SFG
1126
Summit Financial Group
West Virginia
$853K
EFS
1127
Essex Financial Services
Connecticut
$851K +$8.21K +171 +1%
EFS
1128
Econ Financial Services
Pennsylvania
$851K +$851K +17,733 New
ZIM
1129
Zacks Investment Management
Illinois
$850K +$359K +7,495 +73%
CIA
1130
Cladis Investment Advisory
Montana
$848K +$848K +17,668 New
ALAM
1131
Asahi Life Asset Management
Japan
$847K +$159K +3,310 +23%
P
1132
Pitcairn
Pennsylvania
$846K -$15.4K -322 -2%
ESB
1133
Essex Savings Bank
Connecticut
$844K -$10.1K -210 -1%
QCM
1134
Quest Capital Management
Texas
$844K +$54.2K +1,130 +7%
LAS
1135
LWM Advisory Services
Florida
$844K +$844K +17,586 New
RG
1136
Rathbones Group
United Kingdom
$843K -$39.1K -815 -4%
NIC
1137
Northwest Investment Counselors
Oregon
$843K +$240 +5 +0%
SC
1138
SouthState Corp
Florida
$843K +$15.5K +324 +2%
CRC
1139
Curi RMB Capital
Illinois
$843K +$95.9K +2,000 +13%
CC
1140
Chicago Capital
Illinois
$842K -$14.4K -300 -2%
Legacy Financial Group (Iowa)
1141
Legacy Financial Group (Iowa)
Iowa
$837K -$834K -17,963 Closed
CIP
1142
Convergence Investment Partners
Florida
$837K -$96 -2 -0%
FMLI
1143
Fukoku Mutual Life Insurance
Japan
$836K -$354K -7,390 -30%
TCPWM
1144
Traverso Chambers Private Wealth Management
California
$832K +$96 +2 +0%
LCP
1145
Legacy Capital Partners
Wisconsin
$830K +$53.5K +1,115 +7%
MCM
1146
Manchester Capital Management
Vermont
$827K -$34.2K -712 -4%
SIA
1147
Soltis Investment Advisors
Utah
$825K +$912 +19 +0.1%
RIA
1148
Richwood Investment Advisors
Ohio
$825K +$825K +17,195 New
CPM
1149
Connective Portfolio Management
New York
$824K +$824K +17,175 New
XF
1150
XML Financial
Maryland
$823K +$23.5K +490 +3%