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Wells Fargo

1,764 hedge funds and large institutions have $216B invested in Wells Fargo in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 733 increasing their positions, 711 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,764
Holders Change
-22
Holders Change %
-1.23%
% of All Funds
47.05%
Holding in Top 10
343
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.99%
% of All Funds
9.15%
New
81
Increased
733
Reduced
711
Closed
84
Calls
$1.18B
Puts
$1.6B
Net Calls
-$417M
Net Calls Change
+$320M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
1426
Dynamic Advisor Solutions
Arizona
$527K -$5.28K -97 -1%
VIA
1427
Vantage Investment Advisors
Pennsylvania
$527K +$327K +6,018 +164%
RIM
1428
Regent Investment Management
Kentucky
$526K -$21.7K -400 -4%
STMM
1429
South Texas Money Management
Texas
$522K +$68.4K +1,257 +15%
BC
1430
Brinker Capital
Pennsylvania
$521K -$26.4K -486 -5%
DMC
1431
Drexel Morgan & Co
Pennsylvania
$519K +$180K +3,300 +53%
EIM
1432
Emerson Investment Management
Massachusetts
$516K +$70.5K +1,295 +16%
RGI
1433
River Global Investors
United Kingdom
$516K +$418K +7,670 +425%
BIM
1434
Barton Investment Management
Pennsylvania
$515K
SSWM
1435
Smith Salley Wealth Management
North Carolina
$511K -$101K -1,856 -16%
FMW
1436
Farr Miller & Washington
District of Columbia
$508K +$42.6K +784 +9%
LIC
1437
Lodestar Investment Counsel
Illinois
$506K +$46.3K +851 +10%
WPP
1438
Whalerock Point Partners
Rhode Island
$504K +$33.6K +617 +7%
CCM
1439
Carderock Capital Management
Maryland
$496K +$139K +2,559 +39%
OAM
1440
Occidental Asset Management
California
$495K
SFA
1441
Sequoia Financial Advisors
Ohio
$492K +$103K +1,888 +26%
WHRC
1442
W.H. Reaves & Co
New Jersey
$490K
AIM
1443
Assured Investment Management
New York
$487K +$487K +8,955 New
PMFA
1444
Plante Moran Financial Advisors
Michigan
$485K -$40.8K -750 -8%
GIM
1445
Goelzer Investment Management
Indiana
$482K -$25.3K -466 -5%
JPTCCM
1446
J.P. Turner & Co Capital Management
Georgia
$479K +$25.4K +468 +6%
WCM Investment Management
1447
WCM Investment Management
California
$478K -$34.3K -630 -7%
LBC
1448
Lawrence B. Cohen
$474K +$32.4K +595 +7%
BC
1449
Banced Corp
Illinois
$471K -$159K -2,931 -25%
RMCM
1450
Reynders McVeigh Capital Management
Massachusetts
$471K +$24.7K +454 +6%