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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 %
S
1326
Surevest
California
$554K
VWA
1327
Visionary Wealth Advisors
Illinois
$554K +$217K +4,526 +64%
AMIM
1328
Aull & Monroe Investment Management
Alabama
$553K -$5.08K -106 -0.9%
DWM
1329
Drive Wealth Management
Utah
$552K +$552K +11,503 New
GTAM
1330
Global Trust Asset Management
Florida
$551K +$44.5K +927 +9%
FFG
1331
Fortem Financial Group
California
$550K +$125K +2,604 +29%
OWP
1332
Obermeyer Wealth Partners
Colorado
$548K -$12.8K -266 -2%
SAS
1333
Stelac Advisory Services
New York
$548K +$23.2K +484 +4%
LMAM
1334
Legg Mason Asset Management
Japan
$546K +$546K +11,374 New
MWM
1335
MorganRosel Wealth Management
Colorado
$544K
BIP
1336
Blueprint Investment Partners
North Carolina
$543K +$207K +4,308 +61%
FIA
1337
Foundations Investment Advisors
Arizona
$543K +$266K +4,716 +96%
BCM
1338
BTR Capital Management
California
$542K -$73.9K -1,540 -12%
AWS
1339
AJ Wealth Strategies
New York
$542K +$288 +6 +0.1%
FAIM
1340
Financial Advocates Investment Management
Washington
$541K +$6.53K +136 +1%
RCM
1341
Radnor Capital Management
Pennsylvania
$541K +$541K +11,274 New
VAM
1342
Vontobel Asset Management
New York
$540K -$9.97K -208 -2%
MWM
1343
Meridian Wealth Management
Kentucky
$536K -$115K -2,396 -18%
MAM
1344
McCarthy Asset Management
California
$532K -$50.3K -1,047 -9%
LCM
1345
Leisure Capital Management
California
$530K
PSC
1346
Prentiss Smith & Co
Vermont
$528K -$10.5K -219 -2%
FMC
1347
First Merchants Corp
Indiana
$528K -$3.22K -67 -0.6%
EF
1348
Exeter Financial
Arizona
$526K
SAM
1349
Selway Asset Management
$523K -$1.08M -22,500 -67%
DLA
1350
Douglas Lane & Associates
New York
$522K -$73.6K -1,534 -12%