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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 %
PMA
1176
Prudent Man Advisors
Illinois
$776K -$157K -3,267 -17%
CA
1177
Carson Advisory
Georgia
$773K +$773K +16,112 New
JFA
1178
JNBA Financial Advisors
Minnesota
$772K -$14.8K -309 -2%
HCM
1179
Highlander Capital Management
New Jersey
$772K -$7.2K -150 -0.9%
GI
1180
Gradient Investments
Minnesota
$771K +$678K +14,126 +726%
KA
1181
Kovack Advisors
Florida
$770K -$163K -3,406 -18%
LJAC
1182
L.J. Altfest & Co
New York
$769K +$1.06K +22 +0.1%
PCFFS
1183
Pacific Center for Financial Services
California
$769K +$2.16K +45 +0.3%
RE
1184
RBC Europe
United Kingdom
$766K -$5.47M -113,922 -88%
AssetMark Inc
1185
AssetMark Inc
California
$766K +$637K +13,273 +493%
YWP
1186
YorkBridge Wealth Partners
New York
$765K +$206K +4,284 +37%
TFO
1187
Tarbox Family Office
California
$762K -$44.1K -920 -5%
CTC
1188
Central Trust Company
Missouri
$762K -$9.59K -200 -1%
WA1
1189
Wimmer Associates 1
California
$762K
CA
1190
Cullinan Associates
Kentucky
$759K -$1.2M -24,988 -61%
DG
1191
DMC Group
Alabama
$758K +$758K +14,100 New
JIP
1192
Jaffetilchin Investment Partners
Florida
$757K -$34.8K -725 -4%
EW
1193
Element Wealth
Mississippi
$756K -$6.14K -128 -0.8%
RC
1194
Rovin Capital
Arizona
$748K +$748K +15,590 New
AF
1195
Advisornet Financial
Minnesota
$742K -$88.9K -1,852 -11%
PFM
1196
Parsec Financial Management
North Carolina
$739K +$82.3K +1,717 +13%
IWA
1197
IVC Wealth Advisors
Pennsylvania
$734K +$336 +7 +0%
CPO
1198
Cerity Partners OCIO
New York
$733K +$58.6K +1,221 +9%
NSIM
1199
North Star Investment Management
Illinois
$727K +$4.8K +100 +0.7%
AAS
1200
Annex Advisory Services
Wisconsin
$726K +$726K +15,124 New