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Wells Fargo

1,749 hedge funds and large institutions have $87B invested in Wells Fargo in 2020 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 487 increasing their positions, 839 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,749
Holders Change
+138
Holders Change %
+8.57%
% of All Funds
31.03%
Holding in Top 10
83
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+45.61%
% of All Funds
1.47%
New
273
Increased
487
Reduced
839
Closed
109
Calls
$3.56B
Puts
$3.15B
Net Calls
+$407M
Net Calls Change
+$486M
Name Holding Trade Value Shares
Change
Shares
Change %
FPS
1551
Fieldpoint Private Securities
Connecticut
$101K +$101K +3,359 New
AIL
1552
AGF Investments LLC
Ontario, Canada
$100K -$261K -8,675 -72%
SFFS
1553
Stonehage Fleming Financial Services
Jersey
$100K
CB
1554
CNB Bank
Pennsylvania
$98K -$12.7K -420 -11%
IF
1555
Ironwood Financial
Arizona
$95K +$16.3K +539 +21%
VCM
1556
Versant Capital Management
Arizona
$94K -$7.5K -249 -7%
OIA
1557
Optimum Investment Advisors
Illinois
$93K -$112K -3,710 -55%
RWA
1558
Ropes Wealth Advisors
Massachusetts
$93K -$30K -993 -24%
MPWT
1559
MassMutual Private Wealth & Trust
Connecticut
$91K +$44.2K +1,466 +94%
SQA
1560
Simon Quick Advisors
New Jersey
$89K +$61 +2 +0.1%
LWA
1561
Lenox Wealth Advisors
New York
$87K +$60.1K +1,983 +223%
CYG
1562
Clean Yield Group
Vermont
$86K
FF
1563
FourThought Financial
Florida
$86K +$86K +2,882 New
NFSG
1564
Newbridge Financial Services Group
Florida
$83K +$13.3K +438 +19%
BDWM
1565
Brewin Dolphin Wealth Management
Ireland
$82.6K -$22.3K -740 -21%
CCA
1566
Column Capital Advisors
Indiana
$82K -$98.3K -3,271 -55%
WAS
1567
Winch Advisory Services
Wisconsin
$82K +$302 +10 +0.4%
PWMG
1568
Prestige Wealth Management Group
New Jersey
$82K +$4.3K +142 +6%
ADIM
1569
Alpha DNA Investment Management
Maryland
$80K +$80K +2,663 New
DOA
1570
D'Orazio & Associates
Virginia
$77K +$30 +1 +0%
MHR
1571
Matthew Hamilton Rosenberg
$76K -$30.4K -1,004 -29%
DWMG
1572
DB Wealth Management Group
California
$75K +$75K +2,487 New
WPA
1573
West Paces Advisors
Georgia
$74.1K -$9.57K -317 -11%
EFSCE
1574
Enterprise Financial Services Corp (EFSC)
Missouri
$74K -$23.8K -779 -24%
SLF
1575
Sun Life Financial
Ontario, Canada
$74K -$485 -16 -0.7%