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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 %
HDIM
1551
Hanson & Doremus Investment Management
Vermont
$15K +$46 +2 +0.3%
GWMIA
1552
Global Wealth Management Investment Advisory
Florida
$14K -$31.4K -1,291 -69%
EAM
1553
Eukles Asset Management
Ohio
$14K +$3.59K +153 +34%
FGA
1554
Fortis Group Advisors
New Jersey
$14K +$14K +620 New
AWA
1555
Arkadios Wealth Advisors
Georgia
$13.2K +$937 +41 +8%
LGWM
1556
Litman Gregory Wealth Management
California
$13K
HCA
1557
Horan Capital Advisors
Ohio
$13K +$13K +569 New
KPCM
1558
Kings Point Capital Management
New York
$12K
NCM
1559
New Capital Management
Texas
$12K
BCM
1560
Bourgeon Capital Management
Connecticut
$12K +$10.4K +452 +628%
CPW
1561
Catalyst Private Wealth
California
$12K +$12K +502 New
KCM
1562
Kathmere Capital Management
Pennsylvania
$11K +$11K +466 New
TFM
1563
TFC Financial Management
Massachusetts
$11K +$11K +479 New
PFWA
1564
Paces Ferry Wealth Advisors
Georgia
$11K +$11K +485 New
SFSIG
1565
San Francisco Sentry Investment Group
California
$10K -$3.83K -164 -28%
CP
1566
Corbenic Partners
Pennsylvania
$10K
FNBOSM
1567
First National Bank of South Miami
Florida
$10K +$5K +200 +100%
T2I
1568
Turim 21 Investimentos
Brazil
$10K +$10K +412 New
HWM
1569
HighMark Wealth Management
Minnesota
$9K -$215 -9 -2%
RTC
1570
Riverview Trust Company
Washington
$9K
CAM
1571
Costello Asset Management
Pennsylvania
$9K
IRAG
1572
Investment Research & Advisory Group
Georgia
$9K
AA
1573
Advisory Alpha
Michigan
$9K +$9K +359 New
VIMU
1574
Veritas Investment Management (UK)
United Kingdom
$8K
CBT
1575
Central Bank & Trust
Kentucky
$8K