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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 %
OA
1451
Oxbow Advisors
Texas
$223K -$75.2K -2,495 -25%
SWRP
1452
Summit Wealth & Retirement Planning
California
$223K +$223K +7,388 New
LRPA
1453
L. Roy Papp & Associates
Arizona
$223K +$223K +7,388 New
22CM
1454
20/20 Capital Management
California
$222K +$222K +7,211 New
WI
1455
WrapManager Inc
California
$221K +$221K +7,307 New
PP
1456
Patten & Patten
Tennessee
$221K +$221K +7,332 New
STA
1457
Summit Trail Advisors
New York
$221K +$221K +7,336 New
SIG
1458
Sky Investment Group
Connecticut
$221K +$221K +7,336 New
ATPW
1459
Ashton Thomas Private Wealth
Arizona
$220K +$220K +7,305 New
NIM
1460
NuWave Investment Management
New Jersey
$220K +$84.3K +2,799 +62%
HFA
1461
HC Financial Advisors
California
$218K -$133K -4,389 -38%
PB
1462
Pinnacle Bancorp
Nebraska
$218K -$9.07K -300 -4%
TFF
1463
The Family Firm
Maryland
$217K +$217K +6,787 New
PGIM
1464
Pacific Global Investment Management
California
$217K +$217K +7,187 New
CCC
1465
Chelsea Counsel Company
California
$217K +$217K +7,202 New
VCWA
1466
Vanguard Capital Wealth Advisors
Colorado
$217K +$217K +7,300 New
LD
1467
Lipe & Dalton
New York
$216K -$228K -7,545 -51%
BCA
1468
Bray Capital Advisors
Florida
$216K +$91 +3 +0%
WCM
1469
Wallace Capital Management
Texas
$216K +$216K +7,147 New
HIM
1470
HawsGoodwin Investment Management
Tennessee
$216K +$216K +7,170 New
CCA
1471
Childress Capital Advisors
Texas
$215K +$215K +6,959 New
LKIM
1472
Lawson Kroeker Investment Management
Nebraska
$215K +$215K +7,110 New
SAS
1473
Sanford Advisory Services
Michigan
$214K +$214K +7,090 New
HWMG
1474
Hurlow Wealth Management Group
Indiana
$212K +$212K +7,022 New
TA
1475
Tectonic Advisors
Texas
$212K +$212K +7,046 New