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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 %
HCMT
1501
Highland Capital Management (Tennessee)
Tennessee
$394K +$92.1K +1,692 +31%
WCM
1502
Wallace Capital Management
Texas
$392K +$392K +7,214 New
MSTVIM
1503
Messner & Smith Theme Value Investment Management
California
$390K +$38.6K +710 +11%
IIA
1504
IPG Investment Advisors
California
$390K
MCMT
1505
Moon Capital Management (Tennessee)
Tennessee
$390K
HS
1506
Huntington Steele
Pennsylvania
$388K -$139K -2,557 -26%
PLFAM
1507
Pineno Levin & Ford Asset Management
Virginia
$385K
ANBTV
1508
American National Bank & Trust (Virginia)
Virginia
$384K -$98.6K -1,813 -20%
BIA
1509
Biondo Investment Advisors
Pennsylvania
$382K
SCG
1510
Sonata Capital Group
Washington
$381K
SC
1511
Saybrook Capital
North Carolina
$381K
SIM
1512
Sigma Investment Management
Oregon
$380K
IH
1513
IFC Holdings
Florida
$379K -$24.4K -450 -6%
W
1514
Wealthquest
Ohio
$379K -$21.8K -400 -5%
BBPWM
1515
Blue Bell Private Wealth Management
Pennsylvania
$379K -$10.9K -200 -3%
LRPA
1516
L. Roy Papp & Associates
Arizona
$378K -$81.5K -1,499 -18%
GCMG
1517
Gyroscope Capital Management Group
Florida
$376K +$4.63K +85 +1%
AAS
1518
Annex Advisory Services
Wisconsin
$376K +$62.3K +1,145 +20%
GMA
1519
Goldstein Munger & Associates
California
$375K
AB
1520
Atlas Brown
Kentucky
$375K +$62.6K +1,152 +20%
KG
1521
Killen Group
Pennsylvania
$373K
PG
1522
Patten Group
Tennessee
$373K +$53K +974 +17%
PGA
1523
Portland Global Advisors
Maine
$370K
SNBOSD
1524
Security National Bank of So Dak
Iowa
$366K -$6.85K -126 -2%
GSBTD
1525
Glenview State Bank Trust Department
Illinois
$365K