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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 %
WCF
1351
West Coast Financial
California
$734K -$3.54K -65 -0.5%
RP
1352
Riverbridge Partners
Minnesota
$726K
CI
1353
CAZ Investments
Texas
$725K +$16.8K +308 +2%
WA
1354
WFG Advisors
Texas
$719K -$296K -5,442 -29%
OIA
1355
Optimum Investment Advisors
Illinois
$717K +$32.6K +600 +5%
HPBT
1356
High Point Bank & Trust
North Carolina
$716K
JCM
1357
Janney Capital Management
Pennsylvania
$715K -$164K -3,008 -19%
FIG
1358
Fusion Investment Group
Pennsylvania
$711K +$126K +2,321 +22%
WA
1359
Wealth Architects
California
$702K -$93.1K -1,712 -12%
M
1360
MOTCO
Texas
$700K
VCM
1361
Violich Capital Management
California
$699K
FNBTCON
1362
First National Bank & Trust Co of Newtown
Pennsylvania
$699K +$2.67K +49 +0.4%
ZIG
1363
Zuckerman Investment Group
Illinois
$695K
VCAM
1364
Van Cleef Asset Management
Ohio
$686K -$27.3K -501 -4%
CC
1365
Cornerstone Capital
California
$677K +$1.09K +20 +0.2%
TCOO
1366
Trust Company of Oklahoma
Oklahoma
$672K -$827K -15,200 -55%
TFO
1367
Tarbox Family Office
California
$669K +$218 +4 +0%
LA
1368
LVW Advisors
New York
$669K +$296K +5,432 +79%
CAW
1369
Cornerstone Advisors (Washington)
Washington
$668K +$49.7K +914 +8%
FIM
1370
Fruth Investment Management
Texas
$664K
PWP
1371
Private Wealth Partners
California
$663K +$1.14K +21 +0.2%
BEAM
1372
Baker Ellis Asset Management
Washington
$662K +$16.3K +300 +3%
VFA
1373
Voya Financial Advisors
Connecticut
$661K +$661K +12,073 New
IOOF
1374
Independent Order of Foresters
Ontario, Canada
$659K
LVP
1375
Limestone Value Partners
Texas
$653K -$2.88M -53,000 -82%