WFC icon

Wells Fargo

1,764 hedge funds and large institutions have $216B invested in Wells Fargo in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 733 increasing their positions, 711 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,764
Holders Change
-22
Holders Change %
-1.23%
% of All Funds
47.05%
Holding in Top 10
343
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.99%
% of All Funds
9.15%
New
81
Increased
733
Reduced
711
Closed
84
Calls
$1.18B
Puts
$1.6B
Net Calls
-$417M
Net Calls Change
+$320M
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
1301
NTV Asset Management
West Virginia
$905K
MGIA
1302
Moneta Group Investment Advisors
Missouri
$896K -$10.8K -198 -1%
PWAP
1303
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$896K +$7.51K +138 +0.8%
MCM
1304
Millie Capital Management
California
$895K
CCM
1305
Condor Capital Management
New Jersey
$887K +$5.39K +99 +0.6%
EIA
1306
Edgemoor Investment Advisors
Maryland
$883K +$29.9K +549 +4%
BCM
1307
Bluefin Capital Management
New York
$877K -$5.96M -109,518 -87%
AIM
1308
Allen Investment Management
New York
$876K +$454K +8,335 +107%
FAM
1309
Formidable Asset Management
Ohio
$874K -$5.72K -103 -0.6%
FHC
1310
First Heartland Consultants
Missouri
$872K +$1.85K +34 +0.2%
HC
1311
HHG & Company
Connecticut
$865K +$865K +15,905 New
PAS
1312
Partnervest Advisory Services
California
$858K +$180K +3,305 +27%
PCM
1313
Pointe Capital Management
Michigan
$857K +$857K +15,758 New
NFG
1314
Next Financial Group
Texas
$851K +$116K +2,143 +16%
PFBT
1315
Parkside Financial Bank & Trust
Missouri
$845K +$173K +3,176 +26%
BFEC
1316
Benjamin F. Edwards & Company
Missouri
$843K
ST
1317
Semper Trust
Pennsylvania
$843K +$13.6K +250 +2%
PP
1318
Paloma Partners
Connecticut
$841K -$14.3M -262,819 -94%
LJHT
1319
Laurie J. Hall Trustee
$831K
TNB
1320
Thomasville National Bank
Georgia
$827K -$47K -864 -5%
CK
1321
Cohen Klingenstein
New York
$827K
SGA
1322
Strategic Global Advisors
California
$824K -$585K -10,744 -42%
K
1323
Kemper
Illinois
$816K
FHC
1324
First Houston Capital
Texas
$811K +$223K +4,100 +38%
DDPIC
1325
Deroy & Devereaux Private Investment Counsel
Michigan
$809K -$17.7K -325 -2%