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Wells Fargo

1,864 hedge funds and large institutions have $113B invested in Wells Fargo in 2021 Q1 according to their latest regulatory filings, with 243 funds opening new positions, 675 increasing their positions, 714 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+115
Holders Change %
+6.58%
% of All Funds
32.82%
Holding in Top 10
104
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.3%
% of All Funds
1.83%
New
243
Increased
675
Reduced
714
Closed
115
Calls
$4.21B
Puts
$3.53B
Net Calls
+$674M
Net Calls Change
+$267M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
1251
Flagship Harbor Advisors
Massachusetts
$473K +$28.1K +718 +6%
BMC
1252
Beaton Management Company
Massachusetts
$472K -$85.9K -2,200 -15%
AMIM
1253
Aull & Monroe Investment Management
Alabama
$472K
MBT
1254
Montecito Bank & Trust
California
$471K -$31.6K -808 -6%
CA
1255
Cambridge Advisors
Nebraska
$471K +$39 +1 +0%
BP
1256
Ballentine Partners
Massachusetts
$469K +$136K +3,491 +41%
BCA
1257
Bay Colony Advisors
Massachusetts
$467K +$36K +922 +8%
DLA
1258
Douglas Lane & Associates
New York
$466K -$977 -25 -0.2%
JIC
1259
Johnson Investment Counsel
Ohio
$465K -$22.1K -565 -5%
HH
1260
HWG Holdings
Texas
$465K +$465K +11,911 New
PCI
1261
Pacifica Capital Investments
Texas
$462K +$19.5K +500 +4%
MWM
1262
Madison Wealth Management
Ohio
$461K -$1.07M -27,448 -70%
CW
1263
CreativeOne Wealth
Kansas
$460K +$134K +3,433 +41%
ESCM
1264
Echo Street Capital Management
New York
$460K +$460K +11,781 New
IIM
1265
Ipswich Investment Management
Massachusetts
$459K
MIP
1266
Marietta Investment Partners
Wisconsin
$459K +$1.45K +37 +0.3%
TC
1267
Telemus Capital
Michigan
$458K +$38.1K +965 +9%
AIA
1268
Arbor Investment Advisors
North Carolina
$456K -$5.04K -129 -1%
Legacy Financial Group (Iowa)
1269
Legacy Financial Group (Iowa)
Iowa
$455K +$24.3K +622 +6%
LBD
1270
Landsberg Bennett & Dubbaneh
Florida
$454K +$76.6K +1,934 +20%
SIM
1271
Sonora Investment Management
Arizona
$452K -$23.1K -590 -5%
BCM
1272
BTR Capital Management
California
$448K -$35.8K -915 -7%
CWP
1273
Capital Wealth Planning
Florida
$447K
S
1274
Surevest
California
$447K
IB
1275
Intrust Bank
Kansas
$445K -$16.9K -433 -4%