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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 %
AP
1276
Americana Partners
Texas
$621K +$27.5K +573 +5%
LA
1277
Lakeside Advisors
Washington
$619K +$619K +12,908 New
OPCM
1278
Osborne Partners Capital Management
California
$617K +$22.1K +460 +4%
MAA
1279
Mraz Amerine & Associates
California
$614K -$81.5K -1,700 -12%
FHA
1280
Flagship Harbor Advisors
Massachusetts
$613K +$270K +5,637 +79%
WC
1281
Weil Company
California
$612K +$960 +20 +0.2%
IFG
1282
Investors Financial Group
Minnesota
$611K +$240 +5 +0%
PCM
1283
Penserra Capital Management
California
$609K +$33.5K +607 +6%
CSIA
1284
Conrad Siegel Investment Advisors
Pennsylvania
$608K +$608K +13,103 New
CWM
1285
Cornerstone Wealth Management
Missouri
$604K +$66.6K +1,394 +12%
EWA
1286
EverSource Wealth Advisors
Alabama
$604K +$604K +12,586 New
PWM
1287
Purus Wealth Management
California
$602K +$96 +2 +0%
PIA
1288
Perennial Investment Advisors
California
$597K +$245K +5,106 +70%
WG
1289
Welch Group
Alabama
$595K +$96 +2 +0%
AFS
1290
Axiom Financial Strategies
Indiana
$594K +$96 +2 +0%
DCM
1291
Donaldson Capital Management
Indiana
$594K +$10.3K +215 +2%
FCI
1292
Financial Counselors Inc
Kansas
$593K -$498K -10,386 -46%
GLA
1293
Good Life Advisors
Pennsylvania
$593K -$11.1K -231 -2%
T
1294
TOBAM
France
$591K -$87.9K -1,833 -13%
LG
1295
Leuthold Group
Minnesota
$591K +$368K +7,666 +165%
ISB
1296
Iowa State Bank
Iowa
$589K -$64.7K -1,350 -10%
WBC
1297
West Branch Capital
Massachusetts
$588K +$33.5K +697 +6%
VC
1298
Vicus Capital
Pennsylvania
$587K +$174K +3,106 +42%
WA
1299
Wealth Alliance
New York
$585K +$9.74K +203 +2%
DCM
1300
Deuterium Capital Management
Florida
$584K +$584K +12,180 New