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Wells Fargo

1,764 hedge funds and large institutions have $216B invested in Wells Fargo in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 733 increasing their positions, 711 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,764
Holders Change
-22
Holders Change %
-1.23%
% of All Funds
47.05%
Holding in Top 10
343
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.99%
% of All Funds
9.15%
New
81
Increased
733
Reduced
711
Closed
84
Calls
$1.18B
Puts
$1.6B
Net Calls
-$417M
Net Calls Change
+$320M
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
1201
HBK Sorce Advisory
Pennsylvania
$1.24M +$231K +4,240 +23%
IWM
1202
Integrated Wealth Management
California
$1.24M +$1.24M +22,746 New
POA
1203
Pergamon Offshore Advisors
New York
$1.23M
FFC
1204
First Financial Corp
Indiana
$1.23M +$22.7K +418 +2%
WCM
1205
Washington Capital Management
Washington
$1.22M
AIA
1206
Arbor Investment Advisors
North Carolina
$1.22M -$7.78K -143 -0.6%
FMB
1207
Field & Main Bank
Kentucky
$1.21M -$19K -350 -2%
BO
1208
Bank OZK
Arkansas
$1.21M +$80.1K +1,473 +7%
MBT
1209
Monroe Bank & Trust
Michigan
$1.21M -$9.03K -166 -0.7%
DCM
1210
Dinsmore Capital Management
New Jersey
$1.21M
IB
1211
Intrust Bank
Kansas
$1.21M +$5.11K +94 +0.4%
PL
1212
Plancorp LLC
Missouri
$1.2M
CCS
1213
Crosspoint Capital Strategies
California
$1.2M -$728K -13,384 -38%
RFA
1214
Reilly Financial Advisors
California
$1.2M +$1.2M +22,076 New
PC
1215
Permit Capital
Pennsylvania
$1.2M
BOC
1216
Barbara Oil Co
Illinois
$1.2M
CC
1217
Capital Counsel
New York
$1.18M +$37.7K +692 +3%
ASN
1218
Advisory Services Network
Georgia
$1.18M +$15K +278 +1%
GC
1219
Garde Capital
Washington
$1.17M
IIM
1220
Intact Investment Management
Quebec, Canada
$1.17M -$98K -1,800 -8%
LBG
1221
Lloyds Banking Group
United Kingdom
$1.17M -$368K -6,755 -24%
RIL
1222
Rothschild Investment LLC
Illinois
$1.16M -$47.6K -876 -4%
EWA
1223
EP Wealth Advisors
California
$1.16M -$261K -4,806 -18%
SAMC
1224
Spectrum Asset Management (California)
California
$1.15M -$2.72K -50 -0.2%
MCM
1225
Maryland Capital Management
Maryland
$1.15M -$16.7K -307 -1%