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Wells Fargo

1,749 hedge funds and large institutions have $87B invested in Wells Fargo in 2020 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 487 increasing their positions, 839 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,749
Holders Change
+138
Holders Change %
+8.57%
% of All Funds
31.03%
Holding in Top 10
83
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+45.61%
% of All Funds
1.47%
New
273
Increased
487
Reduced
839
Closed
109
Calls
$3.56B
Puts
$3.15B
Net Calls
+$407M
Net Calls Change
+$486M
Name Holding Trade Value Shares
Change
Shares
Change %
TIA
1376
Traphagen Investment Advisors
New Jersey
$263K -$60.4K -2,000 -19%
SVWAG
1377
Sound View Wealth Advisors Group
Georgia
$262K -$39.2K -1,295 -13%
SIC
1378
Samalin Investment Counsel
New York
$261K -$98.2K -3,256 -27%
HHGA
1379
Halbert Hargrove Global Advisors
California
$261K +$3.5K +116 +1%
EP
1380
Eudaimonia Partners
Tennessee
$259K -$272 -9 -0.1%
AFS
1381
Axiom Financial Strategies
Indiana
$258K
JLBC
1382
J.L. Bainbridge & Co
Florida
$257K -$2.45K -81 -0.9%
BP
1383
Ballentine Partners
Massachusetts
$256K -$98.1K -3,260 -28%
IGGA
1384
Iron Gate Global Advisors
Utah
$254K -$12K -400 -5%
KNW
1385
Kesler Norman & Wride
Utah
$253K +$253K +8,372 New
CST
1386
Charles Schwab Trust
Nevada
$253K +$253K +8,388 New
WC
1387
Westhampton Capital
North Carolina
$253K +$253K +8,390 New
PL
1388
Plancorp LLC
Missouri
$253K +$253K +8,398 New
TCM
1389
Traynor Capital Management
Pennsylvania
$252K -$45.1K -1,497 -15%
CW
1390
CreativeOne Wealth
Kansas
$252K +$252K +8,336 New
JCM
1391
Janney Capital Management
Pennsylvania
$251K -$7.36K -244 -3%
T
1392
TRUADVICE
Florida
$251K +$251K +8,335 New
CCM
1393
Cohen Capital Management
California
$250K +$250K +8,274 New
JHP
1394
James Hambro & Partners
United Kingdom
$250K +$250K +8,284 New
AL
1395
AJO LP
Pennsylvania
$250K +$250K +8,308 New
BHWM
1396
Bar Harbor Wealth Management
New Hampshire
$249K -$76.4K -2,537 -23%
NAM
1397
NorthCoast Asset Management
Connecticut
$249K +$249K +8,252 New
WPW
1398
Waldron Private Wealth
Pennsylvania
$248K -$67.2K -2,232 -21%
FPFS
1399
First Personal Financial Services
North Carolina
$248K -$24.1K -800 -9%
WCM
1400
Windsor Capital Management
Arizona
$248K +$248K +8,238 New