WFC icon

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 %
CIR
1501
Clear Investment Research
Georgia
$42K
BAM
1502
Bellevue Asset Management
Washington
$41K +$5.02K +214 +14%
CTB
1503
Country Trust Bank
Illinois
$39K
SWM
1504
Selective Wealth Management
Virginia
$38K
GAM
1505
Gemmer Asset Management
California
$38K +$4.81K +204 +14%
CCMW
1506
Cypress Capital Management (Wyoming)
Wyoming
$37K -$10K -400 -21%
MPWT
1507
MassMutual Private Wealth & Trust
Connecticut
$36K -$25.3K -1,090 -41%
BWL
1508
Bogart Wealth LLC
Virginia
$35K -$43.3K -1,883 -55%
FMTCOCP
1509
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K
LFG
1510
Larson Financial Group
Missouri
$34K -$134K -5,621 -80%
EIP
1511
Ellis Investment Partners
Pennsylvania
$33K
EWM
1512
Edge Wealth Management
New York
$32K -$95.1K -4,109 -75%
AWM
1513
Adams Wealth Management
Utah
$31K +$31K +1,301 New
CWM
1514
Cranbrook Wealth Management
Michigan
$30K
SIS
1515
Sound Income Strategies
Florida
$30K +$16.4K +694 +120%
CFG
1516
Capstone Financial Group
Oklahoma
$29K -$5.3K -216 -15%
GFPC
1517
Global Financial Private Client
Florida
$28.6K
FQ
1518
First Quadrant
California
$28K -$882K -37,783 -97%
NC
1519
NewSquare Capital
Pennsylvania
$27K -$5.5K -235 -17%
BBL
1520
Beck Bode LLC
Massachusetts
$27K +$27K +1,150 New
MWC
1521
MBM Wealth Consultants
Missouri
$26K
HWA
1522
HHM Wealth Advisors
Tennessee
$24K -$2.59K -111 -10%
WAM
1523
Westport Asset Management
Connecticut
$24K
TF
1524
TimeScale Financial
Massachusetts
$24K +$7.29K +303 +44%
TAIM
1525
TD Ameritrade Investment Management
Nebraska
$24K +$9.46K +407 +65%