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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 %
WSTAM
1201
Wilbanks Smith & Thomas Asset Management
Virginia
$725K +$229K +4,767 +46%
DI
1202
Diligent Investors
California
$724K -$13.9K -289 -2%
LNWTC
1203
Laird Norton Wetherby Trust Company
Washington
$722K -$19.2K -400 -3%
PWA
1204
Providence Wealth Advisors
Illinois
$719K
YL
1205
YCG LLC
Texas
$718K -$24.3M -505,906 -97%
FLI
1206
Family Legacy Inc
South Carolina
$718K
WIC
1207
Woodmont Investment Counsel
Tennessee
$716K -$8.11K -169 -1%
LA
1208
Latitude Advisors
Florida
$714K -$56.8K -1,184 -7%
RCM
1209
RB Capital Management
Nevada
$714K +$17.9K +373 +3%
KSWA
1210
Kathleen S. Wright Associates
Pennsylvania
$711K +$711K +14,817 New
SW
1211
SteelPeak Wealth
California
$709K -$58.2K -1,214 -8%
NIM
1212
Northeast Investment Management
Massachusetts
$709K +$168K +3,500 +31%
ST
1213
Sentinel Trust
Texas
$709K +$709K +14,776 New
GT
1214
Glenview Trust
Kentucky
$707K
CFG
1215
Citizens Financial Group
Rhode Island
$704K +$15.6K +348 +2%
AWM
1216
Alterna Wealth Management
Texas
$704K +$704K +14,667 New
WA
1217
Waddell & Associates
Tennessee
$702K -$64.3K -1,340 -8%
MCM
1218
Monument Capital Management
Virginia
$702K +$42K +875 +6%
AIA
1219
AIMZ Investment Advisors
California
$696K -$8.15K -170 -1%
SIM
1220
Sentry Investment Management
Wisconsin
$695K -$1.12M -23,443 -62%
CPA
1221
Cardiff Park Advisors
California
$693K +$693K +14,435 New
HSA
1222
HBK Sorce Advisory
Pennsylvania
$692K +$4.27K +89 +0.6%
SB
1223
Sunflower Bank
Texas
$691K -$9.07K -189 -1%
LA
1224
LexAurum Advisors
Kansas
$689K -$9.31K -194 -1%
FMBTD
1225
First Midwest Bank Trust Division
Illinois
$689K