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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 %
JIC
1226
Johnson Investment Counsel
Ohio
$376K -$12.4K -412 -3%
SWA
1227
Stratos Wealth Advisors
Ohio
$375K
PWM
1228
Purus Wealth Management
California
$375K +$375K +12,434 New
BCM
1229
BTR Capital Management
California
$373K +$55.9K +1,855 +18%
OAM
1230
Optimal Asset Management
California
$372K -$363K -12,027 -49%
RIM
1231
Reliant Investment Management
Tennessee
$370K -$341K -11,300 -48%
BFO
1232
Biltmore Family Office
North Carolina
$368K -$18.8K -622 -5%
SIM
1233
Sonora Investment Management
Arizona
$367K -$39.2K -1,299 -10%
CWP
1234
Capital Wealth Planning
Florida
$365K +$13.7K +430 +4%
CFG
1235
Citizens Financial Group
Rhode Island
$364K -$207K -6,843 -36%
AMIM
1236
Aull & Monroe Investment Management
Alabama
$364K -$7.21K -239 -2%
CA
1237
Cambridge Advisors
Nebraska
$364K -$2.99K -99 -0.8%
PWA
1238
Providence Wealth Advisors
Illinois
$362K +$51.2K +1,720 +16%
DLA
1239
Douglas Lane & Associates
New York
$361K -$48K -1,587 -12%
SFA
1240
Sequoia Financial Advisors
Ohio
$360K +$29.1K +962 +9%
GWS
1241
Glassman Wealth Services
Virginia
$359K +$12.6K +417 +4%
IB
1242
Intrust Bank
Kansas
$357K -$79.4K -2,630 -18%
AIA
1243
Arbor Investment Advisors
North Carolina
$356K -$39.8K -1,318 -10%
BP
1244
BBR Partners
New York
$356K +$6K +199 +2%
IIM
1245
Ipswich Investment Management
Massachusetts
$354K -$50.1K -1,662 -12%
RI
1246
Ridgewood Investments
New Jersey
$354K
MIP
1247
Marietta Investment Partners
Wisconsin
$353K
XS
1248
XR Securities
Illinois
$352K +$352K +11,677 New
SSB
1249
Sandy Spring Bank
Maryland
$349K -$42.3K -1,400 -11%
FCIM
1250
Fairview Capital Investment Management
California
$349K +$51.8K +1,720 +17%