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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 %
HIC
1201
Holderness Investments Company
North Carolina
$1.37M +$1.37M +24,962 New
PC
1202
Palo Capital
California
$1.37M +$1.37M +24,929 New
UR
1203
USCA RIA
Texas
$1.36M +$112K +2,038 +9%
NIA
1204
Northstar Investment Advisors
Colorado
$1.36M +$2.52K +46 +0.2%
AI
1205
Atria Investments
North Carolina
$1.36M -$93.4K -1,704 -6%
DIS
1206
Diversified Investment Strategies
Louisiana
$1.36M
ZIC
1207
ZWJ Investment Counsel
Georgia
$1.36M +$6.2K +113 +0.5%
JT
1208
Jump Trading
Illinois
$1.36M +$1.36M +24,722 New
MWP
1209
MYCIO Wealth Partners
Pennsylvania
$1.35M +$172K +3,142 +15%
LIM
1210
Loudon Investment Management
New Hampshire
$1.35M
AI
1211
Accredited Investors
Minnesota
$1.34M -$688K -12,537 -34%
MMPW
1212
Mitchell McLeod Pugh & Williams
Alabama
$1.34M +$1.34M +24,372 New
ICAS
1213
Investors Capital Advisory Services
Massachusetts
$1.33M +$493 +9 +0%
CCM
1214
Cullen Capital Management
New York
$1.33M +$74K +1,350 +6%
AMIM
1215
Aull & Monroe Investment Management
Alabama
$1.33M -$25.1K -458 -2%
PFM
1216
Parsec Financial Management
North Carolina
$1.31M +$31.9K +582 +2%
WA
1217
Wheatland Advisors
Pennsylvania
$1.31M -$2.69K -49 -0.2%
PFSC
1218
Peoples Financial Services Corp
Pennsylvania
$1.29M +$8.22K +150 +0.6%
CC
1219
Cognios Capital
Kansas
$1.28M +$27.6K +503 +2%
IIM
1220
Intact Investment Management
Quebec, Canada
$1.28M
HCA
1221
Harbour Capital Advisors
Virginia
$1.27M +$11K +200 +0.9%
EA
1222
Emerald Advisers
Pennsylvania
$1.27M -$45.6K -832 -3%
HRIA
1223
Haberer Registered Investment Advisor
Ohio
$1.27M -$13.7K -250 -1%
WIS
1224
Wright Investors Service
Connecticut
$1.27M +$195K +3,553 +18%
MMG
1225
Monetary Management Group
Missouri
$1.27M -$101K -1,850 -7%