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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 %
JWA
1251
JFS Wealth Advisors
Pennsylvania
$655K +$7.54K +157 +1%
MCM
1252
MV Capital Management
Maryland
$655K +$52.5K +1,095 +9%
DAS
1253
Dynamic Advisor Solutions
Arizona
$655K +$59.7K +1,244 +10%
XS
1254
XR Securities
Illinois
$651K +$651K +13,564 New
RWA
1255
RGT Wealth Advisors
Texas
$650K -$35.4K -738 -5%
GWM
1256
Guardian Wealth Management
Illinois
$649K +$649K +13,521 New
WBCM
1257
Wilson & Boucher Capital Management
California
$649K +$649K +13,525 New
FI
1258
Fractal Investments
Connecticut
$647K +$647K +13,479 New
ZIC
1259
ZWJ Investment Counsel
Georgia
$643K
FFA
1260
First Foundation Advisors
California
$643K +$77.6K +1,616 +14%
WAM
1261
Weatherly Asset Management
California
$642K
PWPS
1262
Pinnacle Wealth Planning Services
Ohio
$641K +$120K +2,501 +23%
BHBT
1263
Burke & Herbert Bank & Trust
Virginia
$637K -$88.9K -1,854 -12%
HH
1264
Hilltop Holdings
Texas
$637K +$43.3K +903 +7%
BIC
1265
Beach Investment Counsel
Pennsylvania
$635K
MWM
1266
Madison Wealth Management
Ohio
$634K -$7.34K -153 -1%
SAMC
1267
Spectrum Asset Management (California)
California
$631K -$52K -1,083 -8%
CNC
1268
Canandaigua National Corp
New York
$630K -$45K -937 -7%
QPWM
1269
Quadrant Private Wealth Management
Pennsylvania
$630K +$5.18K +108 +0.8%
CT
1270
Chicago Trust
Illinois
$628K +$94.9K +1,979 +18%
AA
1271
ALPS Advisors
Colorado
$627K -$68.2M -1,419,491 -99%
WDL
1272
Well Done LLC
Michigan
$627K -$20.6K -429 -3%
GS
1273
Gagnon Securities
New York
$626K
FSA
1274
Fort Sheridan Advisors
Illinois
$624K +$4.8K +100 +0.8%
BFPW
1275
BOK Financial Private Wealth
Colorado
$623K +$86.4K +1,800 +16%