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Wells Fargo

1,611 hedge funds and large institutions have $66.4B invested in Wells Fargo in 2020 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 540 increasing their positions, 816 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-134
Holders Change %
-7.68%
% of All Funds
32.59%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.15%
New
102
Increased
540
Reduced
816
Closed
223
Calls
$2.13B
Puts
$2.21B
Net Calls
-$78.9M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
1351
River Wealth Advisors
Pennsylvania
$217K +$7.02K +299 +3%
FWM
1352
Fairhaven Wealth Management
Illinois
$216K -$463K -19,666 -68%
JC
1353
Jacobs & Co
California
$216K
PWAP
1354
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$214K -$141K -6,000 -40%
WDL
1355
Well Done LLC
Michigan
$214K +$118 +5 +0.1%
TCOO
1356
Trust Company of Oklahoma
Oklahoma
$214K +$214K +9,100 New
FAIM
1357
Financial Advocates Investment Management
Washington
$213K -$221K -9,367 -51%
SFG
1358
SNS Financial Group
Minnesota
$213K -$25.2K -1,071 -11%
SFSG
1359
Stearns Financial Services Group
North Carolina
$213K -$22.7K -967 -10%
FPFS
1360
First Personal Financial Services
North Carolina
$212K -$13.8K -588 -6%
DAC
1361
Dividend Assets Capital
South Carolina
$212K
VAG
1362
VisionPoint Advisory Group
Texas
$212K +$20.2K +860 +11%
GBT
1363
Grove Bank & Trust
Florida
$210K -$77.2K -3,279 -27%
RFM
1364
Royal Fund Management
Florida
$210K -$4.66K -199 -2%
CS
1365
Comerica Securities
Michigan
$209K -$29.7K -1,265 -12%
M
1366
MOTCO
Texas
$209K +$140K +5,939 +202%
CT
1367
Coastline Trust
Rhode Island
$208K -$58.5K -2,485 -22%
GSWM
1368
Golden State Wealth Management
California
$208K -$8.28K -352 -4%
IBOK
1369
Independence Bank of Kentucky
Kentucky
$207K -$103K -4,379 -33%
IGGA
1370
Iron Gate Global Advisors
Utah
$207K -$9.2K -393 -4%
LA
1371
LVW Advisors
New York
$206K -$1.8M -76,476 -90%
Financial Engines Advisors
1372
Financial Engines Advisors
California
$204K -$1.83K -78 -0.9%
PWP
1373
Principle Wealth Partners
Connecticut
$203K -$63.7K -2,716 -24%
AB
1374
Atlas Brown
Kentucky
$202K -$39K -1,663 -16%
JLBC
1375
J.L. Bainbridge & Co
Florida
$202K