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 %
Manulife (Manufacturers Life Insurance)
1451
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$434K -$49.6K -1,033,695 -10%
WWG
1452
West Wealth Group
California
$432K +$432K +9,007 New
TCOV
1453
Trust Company of Vermont
Vermont
$431K -$274K -5,713 -39%
SMC
1454
Smith, Moore & Co
Missouri
$429K -$9.59K -200 -2%
SMA
1455
Sage Mountain Advisors
Georgia
$429K +$39.1K +815 +10%
SMG
1456
Spectrum Management Group
Indiana
$426K
CFA
1457
Cahill Financial Advisors
Minnesota
$426K +$624 +13 +0.1%
PSB
1458
Piscataqua Savings Bank
New Hampshire
$425K -$4.81K -100 -1%
AIA
1459
Arbor Investment Advisors
North Carolina
$425K +$2.21K +46 +0.5%
RFM
1460
Royal Fund Management
Florida
$424K +$1.25K +26 +0.3%
TTWM
1461
TCV Trust & Wealth Management
Virginia
$424K +$98.5K +2,055 +30%
EFM
1462
E Fund Management
China
$423K -$10.2K -213 -2%
RWA
1463
River Wealth Advisors
Pennsylvania
$423K +$288 +6 +0.1%
1WM
1464
1900 Wealth Management
Texas
$421K -$47.7K -994 -10%
OFS
1465
OneAscent Financial Services
Alabama
$420K +$420K +8,745 New
BFO
1466
Biltmore Family Office
North Carolina
$418K -$93.4K -1,945 -18%
PA
1467
PSI Advisors
Florida
$418K -$39.1K -815 -9%
EFSCE
1468
Enterprise Financial Services Corp (EFSC)
Missouri
$417K -$30.8K -642 -7%
LD
1469
Lipe & Dalton
New York
$417K
GIM
1470
Greylin Investment Management
Virginia
$416K -$15.8K -329 -4%
IFWM
1471
Institute for Wealth Management
Colorado
$416K -$4.56K -95 -1%
IHWM
1472
Iron Horse Wealth Management
Iowa
$415K -$8.63K -180 -2%
OL
1473
Optas LLC
Texas
$414K -$189K -3,939 -31%
WAP
1474
Wealthcare Advisory Partners
Pennsylvania
$414K +$57.8K +1,203 +16%
CPA
1475
Court Place Advisors
Maryland
$412K -$36.7K -764 -8%