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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 %
SC
1476
Schulhoff & Co
Ohio
$411K
CIC
1477
Crawford Investment Counsel
Georgia
$404K -$145K -3,029 -26%
B
1478
Bailard
California
$404K -$3.59K -75 -0.9%
MBTD
1479
Mechanics Bank - Trust Department
California
$404K
BG
1480
Bollard Group
Massachusetts
$404K
IAG
1481
Investment Advisory Group
Massachusetts
$404K +$404K +6,841 New
WC
1482
Woodstock Corp
Massachusetts
$403K
NPA
1483
Nichols & Pratt Advisers
Massachusetts
$403K
CA
1484
Cornerstone Advisory
Maryland
$403K +$8.98K +187 +2%
SWM
1485
Silverlake Wealth Management
Vermont
$402K +$402K +8,382 New
ITIM
1486
Indiana Trust & Investment Management
Indiana
$399K -$8.39K -175 -2%
CI
1487
CX Institutional
Indiana
$399K +$18.6K +387 +5%
POIA
1488
Pin Oak Investment Advisors
Texas
$398K -$33.5K -698 -8%
MWP
1489
MYCIO Wealth Partners
Pennsylvania
$397K
CCM
1490
Cohen Capital Management
California
$397K
HR
1491
Howe & Rusling
New York
$396K -$92.2K -1,923 -19%
SEA
1492
Stegent Equity Advisors
Texas
$396K +$396K +8,296 New
DS
1493
DRW Securities
Illinois
$395K -$247K -5,142 -38%
SP
1494
Successful Portfolios
Florida
$395K -$336 -7 -0.1%
TCM
1495
Tributary Capital Management
Nebraska
$393K -$14.4K -300 -4%
SHGA
1496
Sand Hill Global Advisors
California
$392K +$5.04K +105 +1%
DSC
1497
Duncker Streett & Co
Missouri
$391K -$580K -12,094 -60%
LK
1498
Lumbard & Kellner
New Hampshire
$391K -$191K -3,987 -33%
CAM
1499
Cidel Asset Management
Ontario, Canada
$389K
BWM
1500
BNC Wealth Management
Oregon
$387K +$88.6K +1,844 +30%