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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 %
SN
1226
Sittner & Nelson
Oregon
$688K
AG
1227
Ascent Group
Virginia
$686K +$686K +12,774 New
ONGA
1228
O'Neil Global Advisors
California
$684K +$684K +14,249 New
SG
1229
StoneX Group
New York
$683K +$117K +2,441 +21%
JSW
1230
Journey Strategic Wealth
New Jersey
$680K +$680K +14,179 New
XSC
1231
X-Square Capital
Puerto Rico
$678K +$7.29K +152 +1%
BP
1232
Ballentine Partners
Massachusetts
$676K +$152K +3,163 +29%
IAIM
1233
International Assets Investment Management
Florida
$672K -$2.81M -58,616 -81%
CCM
1234
Chilton Capital Management
Texas
$672K -$214K -4,450 -24%
BCAM
1235
Boston Common Asset Management
Massachusetts
$672K +$17.3K +360 +3%
WB
1236
Webster Bank
Connecticut
$668K
SFO
1237
Stokes Family Office
Louisiana
$667K +$10.7K +223 +2%
WPC
1238
Wedmont Private Capital
Pennsylvania
$667K +$667K +11,912 New
OCM
1239
Osterweis Capital Management
California
$666K
SSWM
1240
Sheets Smith Wealth Management
North Carolina
$665K +$288 +6 +0%
FSCM
1241
Front Street Capital Management
Montana
$663K +$3.6K +75 +0.5%
HI
1242
Harbour Investments
Wisconsin
$662K -$5.29M -110,294 -89%
GFP
1243
Gryphon Financial Partners
Ohio
$662K -$414K -8,640 -38%
NWM
1244
Northwest Wealth Management
Iowa
$662K +$236K +4,926 +55%
DP
1245
Denver PWM
Colorado
$660K
FNBT
1246
FineMark National Bank & Trust
Florida
$660K +$17.1K +357 +3%
SWM
1247
Shakespeare Wealth Management
Wisconsin
$658K -$13.1K -272 -2%
WLPWM
1248
Walled Lake Planning & Wealth Management
Illinois
$656K
PFA
1249
Pure Financial Advisors
California
$656K +$20.5K +428 +3%
TC
1250
Titleist Capital
Texas
$656K +$656K +13,683 New