WFC icon

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 %
FAM
1401
Formidable Asset Management
Ohio
$474K -$3.16K -61 -0.7%
IF
1402
Intrua Financial
Texas
$473K -$7.15K -149 -1%
ONST
1403
Old North State Trust
North Carolina
$473K +$71.3K +1,486 +18%
GSWM
1404
Golden State Wealth Management
California
$473K +$196K +4,079 +71%
GVAG
1405
Great Valley Advisor Group
Delaware
$472K -$33.2K -694 -7%
RCWM
1406
Royal Capital Wealth Management
Indiana
$470K +$470K +9,786 New
RDWM
1407
Red Door Wealth Management
Tennessee
$468K -$182K -3,806 -28%
BCA
1408
Bray Capital Advisors
Florida
$468K +$144 +3 +0%
FMWA
1409
Forvis Mazars Wealth Advisors
Missouri
$468K +$45.7K +953 +11%
VAFP
1410
Vahanian & Associates Financial Planning
New York
$467K +$467K +9,737 New
SOW
1411
State of Wyoming
Wyoming
$466K -$95.9K -1,998 -17%
BWP
1412
Baldwin Wealth Partners
Massachusetts
$465K
MMA
1413
Miracle Mile Advisors
California
$462K +$40.7K +849 +10%
CA
1414
Claar Advisors
New York
$461K
HFM
1415
Hartford Financial Management
Connecticut
$460K
TCB
1416
Texas Capital Bancshares
Texas
$458K
BOTW
1417
Bank of the West
California
$457K -$339K -7,051 -43%
WTA
1418
Washington Trust Advisors
Massachusetts
$457K +$457K +9,517 New
WANY
1419
Wealthspire Advisors (New York)
New York
$456K -$71.9K -1,498 -14%
AGP
1420
Autumn Glory Partners
Texas
$456K +$456K +9,500 New
XT
1421
XTX Topco
Cayman Islands
$456K +$456K +9,502 New
IA
1422
IFG Advisory
Georgia
$455K -$25.1K -523 -5%
RCG
1423
Regatta Capital Group
California
$455K +$455K +9,480 New
WVP
1424
Worth Venture Partners
New Jersey
$454K -$457K -9,516 -50%
NIM
1425
Nexus Investment Management
Ontario, Canada
$454K