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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 %
BCM
1276
Becker Capital Management
Oregon
$327K -$27K -892 -8%
AIM
1277
Aspen Investment Management
Michigan
$327K -$23.8K -787 -7%
NAS
1278
Nicolet Advisory Services
Wisconsin
$326K -$84.2K -2,795 -21%
AC
1279
Annandale Capital
Texas
$326K +$326K +10,808 New
FWP
1280
FAS Wealth Partners
Kansas
$325K -$38.3K -1,272 -11%
LA
1281
Lynch & Associates
Indiana
$325K -$16.6K -550 -5%
FAIM
1282
Financial Advocates Investment Management
Washington
$325K +$52.7K +1,749 +19%
ECM
1283
Evergreen Capital Management
Washington
$324K -$64K -2,120 -17%
MBTD
1284
Mechanics Bank - Trust Department
California
$324K -$12.1K -400 -4%
CWP
1285
Concord Wealth Partners
Virginia
$324K +$324K +10,731 New
PCG
1286
Private Capital Group
Connecticut
$323K -$73.8K -2,446 -19%
BAM
1287
Barrett Asset Management
New York
$322K
OFG
1288
Oxford Financial Group
Indiana
$322K +$8.52K +282 +3%
TC
1289
Telemus Capital
Michigan
$321K +$1.3K +43 +0.4%
BFM
1290
Boothbay Fund Management
New York
$320K +$24.2K +800 +8%
SIM
1291
SSI Investment Management
California
$318K -$302 -10 -0.1%
CAM
1292
Columbia Asset Management
Michigan
$317K -$27.2K -900 -8%
CCFM
1293
Clear Creek Financial Management
Washington
$317K +$317K +10,519 New
CBA
1294
Coastal Bridge Advisors
Connecticut
$314K -$14.3K -473 -4%
CCWA
1295
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$314K +$314K +10,418 New
IHL
1296
Investment House LLC
California
$313K +$313K +10,356 New
JWBC
1297
John W. Brooker & Co
California
$313K +$313K +10,356 New
AIM
1298
Acropolis Investment Management
Missouri
$312K -$108K -3,593 -26%
KFGK
1299
Keystone Financial Group (Kentucky)
Kentucky
$312K +$755 +25 +0.2%
SMG
1300
Spectrum Management Group
Indiana
$311K -$77.6K -2,569 -20%