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Wells Fargo

1,611 hedge funds and large institutions have $66.4B invested in Wells Fargo in 2020 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 540 increasing their positions, 816 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-134
Holders Change %
-7.68%
% of All Funds
32.59%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.15%
New
102
Increased
540
Reduced
816
Closed
223
Calls
$2.13B
Puts
$2.21B
Net Calls
-$78.9M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Shares
Change %
SMFG
1451
Sumitomo Mitsui Financial Group
Japan
$78K +$75.6K +3,248 +3,184%
CSPIA
1452
Cary Street Partners Investment Advisory
Virginia
$78K +$78K +3,334 New
SFFS
1453
Stonehage Fleming Financial Services
Jersey
$77K +$53.8K +2,326 +233%
PFBT
1454
Parkside Financial Bank & Trust
Missouri
$76K -$51.4K -2,199 -40%
JGIA
1455
Jackson Grant Investment Advisers
Connecticut
$76K -$24.3K -1,029 -24%
EFSCE
1456
Enterprise Financial Services Corp (EFSC)
Missouri
$75K -$4.1K -175 -5%
SM
1457
SG3 Management
Puerto Rico
$75K +$75K +3,200 New
JFGIW
1458
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K -$30.3K -1,292 -30%
TI
1459
tru Independence
Oregon
$69K -$483K -20,495 -88%
SQA
1460
Simon Quick Advisors
New Jersey
$69K +$47 +2 +0.1%
CYG
1461
Clean Yield Group
Vermont
$67K
TCM
1462
Tradewinds Capital Management
Washington
$67K +$17.5K +741 +35%
BFC
1463
Bedel Financial Consulting
Indiana
$66K
HWA
1464
Heritage Wealth Advisors
Virginia
$65.8K
WPA
1465
West Paces Advisors
Georgia
$65.2K -$10.5K -446 -14%
CAL
1466
Capital Analysts LLC
Pennsylvania
$65K +$164 +7 +0.3%
ATC
1467
Adirondack Trust Company
New York
$64K -$31K -1,322 -33%
WAS
1468
Winch Advisory Services
Wisconsin
$64K +$260 +11 +0.4%
BCV
1469
Banque Cantonale Vaudoise
Switzerland
$64K +$15.6K +660 +32%
TWA
1470
TCI Wealth Advisors
Arizona
$63K -$6.45K -274 -9%
WB
1471
West Bancorporation
Iowa
$63K -$2.68K -113 -4%
CAM
1472
CenterStar Asset Management
Illinois
$63K -$53K
FP
1473
Financial Perspectives
Minnesota
$62.7K
BWM
1474
BNC Wealth Management
Oregon
$62K +$62K +2,630 New
IF
1475
Ironwood Financial
Arizona
$61K