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Wells Fargo

1,786 hedge funds and large institutions have $218B invested in Wells Fargo in 2014 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 647 increasing their positions, 728 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
+115
Holders Change %
+6.88%
% of All Funds
47.66%
Holding in Top 10
361
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+5.87%
% of All Funds
9.63%
New
189
Increased
647
Reduced
728
Closed
54
Calls
$1.42B
Puts
$2.15B
Net Calls
-$737M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Shares
Change %
M
1376
MOTCO
Texas
$705K +$75.8K +1,384 +12%
VCM
1377
Violich Capital Management
California
$704K
FNBTCON
1378
First National Bank & Trust Co of Newtown
Pennsylvania
$701K +$136K +2,481 +24%
ZIG
1379
Zuckerman Investment Group
Illinois
$700K -$10.9K -199 -2%
BCM
1380
Brookstone Capital Management
Illinois
$698K -$394K -7,188 -36%
OIA
1381
Optimum Investment Advisors
Illinois
$690K -$50.3K -917 -7%
LWM
1382
Lenox Wealth Management
Ohio
$687K +$340K +6,381 +98%
TAM
1383
Thornmark Asset Management
Ontario, Canada
$684K -$97.6K -1,780 -12%
PAS
1384
Partnervest Advisory Services
California
$683K -$145K -2,637 -17%
CC
1385
Cornerstone Capital
California
$681K
PFS
1386
Prospera Financial Services
Texas
$680K +$5.64K +103 +0.8%
SAM
1387
SignalPoint Asset Management
Missouri
$680K +$20.2K +369 +3%
MIC
1388
Meridian Investment Counsel
California
$678K -$35.6K -650 -5%
PFBT
1389
Parkside Financial Bank & Trust
Missouri
$677K +$10.6K +194 +2%
TFO
1390
Tarbox Family Office
California
$674K -$24K -438 -3%
FIM
1391
Fruth Investment Management
Texas
$669K -$19.9K -364 -3%
PWP
1392
Private Wealth Partners
California
$667K
GCP
1393
GSA Capital Partners
United Kingdom
$666K -$483K -8,812 -42%
EP
1394
Edgestream Partners
New Jersey
$664K -$153K -2,793 -19%
IOOF
1395
Independent Order of Foresters
Ontario, Canada
$663K -$43.8K -800 -6%
CC
1396
Colrain Capital
Massachusetts
$658K -$27.4K -500 -4%
NES
1397
New England Securities
New York
$657K -$984K -17,966 -60%
BEAM
1398
Baker Ellis Asset Management
Washington
$651K +$21.9K +400 +3%
AB
1399
AT Bancorp
Iowa
$650K -$329 -6 -0.1%
TWA
1400
TCI Wealth Advisors
Arizona
$649K -$7.4K -135 -1%