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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 %
BMC
1351
Beaton Management Company
Massachusetts
$522K -$24K -500 -4%
CIM
1352
Contravisory Investment Management
Massachusetts
$522K +$57.3K +1,195 +12%
JCM
1353
Jacobi Capital Management
Pennsylvania
$520K +$15.2K +317 +3%
SC
1354
Steph & Co
Wisconsin
$520K +$28.1K +586 +6%
BFA
1355
Bragg Financial Advisors
North Carolina
$519K
FWP
1356
FAS Wealth Partners
Kansas
$519K +$1.44K +30 +0.3%
VIM
1357
VELA Investment Management
Ohio
$519K +$519K +10,820 New
AC
1358
Annandale Capital
Texas
$518K +$192 +4 +0%
FCIM
1359
Fairview Capital Investment Management
California
$517K -$3.21K -67 -0.6%
OFG
1360
Oxford Financial Group
Indiana
$516K +$1.87K +39 +0.4%
WPW
1361
Waldron Private Wealth
Pennsylvania
$516K +$5.66K +118 +1%
CWS
1362
Confluence Wealth Services
Pennsylvania
$515K +$515K +10,748 New
HFG
1363
Heron Financial Group
New York
$514K -$1.11K -20 -0.2%
AP
1364
Atwood & Palmer
Missouri
$514K
WP
1365
WealthShield Partners
North Carolina
$514K +$514K +10,719 New
TWM
1366
Titus Wealth Management
California
$512K +$70.7K +1,475 +16%
AIM
1367
Aspen Investment Management
Michigan
$510K -$432 -9 -0.1%
HTI
1368
Hikari Tsushin Inc
Japan
$510K +$510K +10,631 New
OWIM
1369
Old West Investment Management
California
$509K
PCA
1370
Providence Capital Advisors
North Carolina
$509K +$81.5K +1,699 +19%
KFGK
1371
Keystone Financial Group (Kentucky)
Kentucky
$508K +$1.1K +23 +0.2%
LFA
1372
Lauterbach Financial Advisors
Texas
$508K +$508K +10,597 New
SCA
1373
Sippican Capital Advisors
Massachusetts
$507K -$286K -5,970 -36%
AIM
1374
Anchor Investment Management
South Carolina
$507K +$11.3K +235 +2%
NAS
1375
Nicolet Advisory Services
Wisconsin
$506K +$48 +1 +0%