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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 %
CCM
1326
Compass Capital Management
Minnesota
$808K -$195K -3,585 -19%
EAMA
1327
EFG Asset Management (Americas)
Florida
$807K -$417K -7,673 -34%
WEC
1328
Winslow Evans & Crocker
Massachusetts
$802K
BCM
1329
Blume Capital Management
California
$800K +$388K +7,127 +94%
BCM
1330
Becker Capital Management
Oregon
$798K -$25.8K -475 -3%
MIC
1331
Meridian Investment Counsel
California
$798K +$125K +2,299 +19%
HAG
1332
HighPoint Advisor Group
Illinois
$796K +$796K +14,524 New
SIM
1333
SSI Investment Management
California
$793K -$331K -6,101 -29%
MHS
1334
M Holdings Securities
Oregon
$792K -$13K -239 -2%
FC
1335
Forte Capital
New York
$791K
ACS
1336
Archford Capital Strategies
Illinois
$790K +$57.4K +1,056 +8%
PPSG
1337
Princeton Portfolio Strategies Group
New Jersey
$782K -$54.4K -1,000 -7%
ANTB
1338
AMG National Trust Bank
Colorado
$782K -$29.3K -538 -4%
MCM
1339
Mengis Capital Management
Oregon
$781K +$217K +4,000 +39%
PFC
1340
Phocas Financial Corp
California
$781K +$289K +5,307 +59%
HI
1341
HBK Investments
Texas
$778K +$778K +14,300 New
TCB
1342
Texas Capital Bancshares
Texas
$777K -$20.3K -374 -3%
BCM
1343
Boyle Capital Management
Iowa
$777K
WC
1344
Whitnell & Co
Illinois
$769K -$116K -2,123 -13%
NAM
1345
Needelman Asset Management
California
$768K -$3.81K -70 -0.5%
NCMW
1346
Northern Capital Management (Wisconsin)
Wisconsin
$764K -$1.01M -18,600 -57%
FCIM
1347
Fairview Capital Investment Management
California
$754K
HH
1348
HWG Holdings
Texas
$744K +$744K +13,674 New
PFS
1349
Prospera Financial Services
Texas
$739K +$102K +1,977 +16%
KIA
1350
King Investment Advisors
Texas
$737K