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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 %
CCM
1201
Coldstream Capital Management
Washington
$398K -$88.7K -2,937 -18%
MPAM
1202
Murphy Pohlad Asset Management
Minnesota
$398K -$8.86K -294 -2%
EH
1203
Equitable Holdings
New York
$397K -$586K -19,411 -60%
CWM
1204
Cornerstone Wealth Management
Missouri
$397K -$41K -1,359 -9%
SSWM
1205
Sheets Smith Wealth Management
North Carolina
$397K -$7.85K -260 -2%
LK
1206
Lumbard & Kellner
New Hampshire
$397K +$397K +13,164 New
VVP
1207
Venture Visionary Partners
Ohio
$397K +$397K +13,177 New
MGIA
1208
Moneta Group Investment Advisors
Missouri
$396K +$3.17K +105 +0.8%
SM
1209
Salzhauer Michael
$395K +$75.3K +2,500 +24%
AMC
1210
Asset Management Corp
Illinois
$395K +$395K +12,319 New
PFA
1211
Pure Financial Advisors
California
$394K +$394K +13,045 New
CIM
1212
Cambria Investment Management
California
$392K -$21.2K -702 -5%
GT
1213
Glenview Trust
Kentucky
$391K -$680K -22,537 -63%
NIA
1214
Northstar Investment Advisors
Colorado
$390K -$6.03K -200 -2%
GJIC
1215
Gamble Jones Investment Counsel
California
$389K -$78.3K -2,596 -17%
FLI
1216
Family Legacy Inc
South Carolina
$389K -$3.02K -100 -0.8%
MBT
1217
Montecito Bank & Trust
California
$388K -$241K -8,000 -38%
PP
1218
Professional Planning
California
$388K -$42.2K -1,399 -10%
CSPAM
1219
Cary Street Partners Asset Management
Virginia
$385K +$385K +12,768 New
VIA
1220
Vident Investment Advisory
Georgia
$384K +$12.4K +409 +3%
SFO
1221
Stokes Family Office
Louisiana
$382K -$39.4K -1,304 -9%
ER
1222
Enlightenment Research
Florida
$380K +$380K +12,600 New
RWM
1223
Ritholtz Wealth Management
New York
$379K +$10.7K +356 +3%
DBIA
1224
Dumont & Blake Investment Advisors
New Jersey
$377K -$14.5K -479 -4%
MVP
1225
Miller Value Partners
Florida
$377K +$77K +2,550 +26%