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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 %
VPIM
1176
Vanguard Personalized Indexing Management
California
$420K +$82.7K +2,738 +25%
DP
1177
Denver PWM
Colorado
$419K +$2.97K +100 +0.7%
SAM
1178
Sawgrass Asset Management
Florida
$417K
KA
1179
Kovack Advisors
Florida
$416K +$39.9K +1,322 +11%
SWM
1180
Shakespeare Wealth Management
Wisconsin
$414K -$302K -9,988 -42%
WLPWM
1181
Walled Lake Planning & Wealth Management
Illinois
$412K
OWP
1182
Obermeyer Wealth Partners
Colorado
$411K -$312K -10,330 -43%
JWA
1183
JFS Wealth Advisors
Pennsylvania
$410K
SN
1184
Sittner & Nelson
Oregon
$410K +$410K +13,573 New
FNBT
1185
FineMark National Bank & Trust
Florida
$408K -$70.8K -2,350 -15%
CL
1186
COWA LLC
Oklahoma
$408K +$408K +12,000 New
SAM
1187
Summit Asset Management
Tennessee
$406K -$56.3K -1,867 -12%
TCPWM
1188
Traverso Chambers Private Wealth Management
California
$406K -$13.5K -449 -3%
HH
1189
Hilltop Holdings
Texas
$405K -$223K -7,409 -36%
CCG
1190
Cypress Capital Group
Florida
$405K -$905 -30 -0.2%
GSC
1191
G&S Capital
Colorado
$405K +$604 +20 +0.1%
MAFM
1192
Mid Atlantic Financial Management
Pennsylvania
$404K -$90.7K -3,002 -18%
LF
1193
Lantz Financial
Illinois
$404K -$20K -662 -5%
GPA
1194
Garrison Point Advisors
California
$404K
FMLI
1195
Fukoku Mutual Life Insurance
Japan
$404K
PCM
1196
Pinz Capital Management
New York
$404K +$404K +13,400 New
IFG
1197
Investors Financial Group
Minnesota
$403K -$56.4K -1,871 -12%
CRWM
1198
Castle Rock Wealth Management
California
$402K +$402K +12,611 New
LCM
1199
Leisure Capital Management
California
$400K
LA
1200
LexAurum Advisors
Kansas
$399K -$5.85K -194 -1%