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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 %
LOAMS
1551
Lombard Odier Asset Management (Switzerland)
Switzerland
$351K +$351K +7,319 New
CWM
1552
CarsonAllaria Wealth Management
Illinois
$350K +$350K +7,284 New
WA
1553
Wealth Architects
California
$349K -$28.2K -588 -7%
AWA
1554
Arete Wealth Advisors
Illinois
$348K +$14.7K +344 +4%
FRM
1555
Fox Run Management
Connecticut
$348K +$348K +7,248 New
CCC
1556
Chelsea Counsel Company
California
$346K
PCA
1557
Pallas Capital Advisors
Massachusetts
$345K +$21.1K +392 +6%
LA
1558
Lynch & Associates
Indiana
$344K -$128K -2,675 -27%
WCM
1559
Wallace Capital Management
Texas
$341K
PNC
1560
Park National Corp
Ohio
$341K +$53K +1,104 +18%
STA
1561
Summit Trail Advisors
New York
$340K -$86.2K -1,795 -20%
LC
1562
Lincoln Capital
Nebraska
$340K
SF
1563
Summit Financial
New Jersey
$340K +$73.2K +1,526 +27%
CPA
1564
Clear Perspective Advisors
Illinois
$337K -$6.24K -130 -2%
EAM
1565
Evanson Asset Management
California
$336K -$80.1K -1,672 -19%
ACM
1566
Adalta Capital Management
New York
$336K
MSAM
1567
Moloney Securities Asset Management
Missouri
$336K +$2.02K +42 +0.6%
GIA
1568
Guyasuta Investment Advisors
Pennsylvania
$335K -$8.23M -171,754 -96%
SNBOSD
1569
Security National Bank of So Dak
Iowa
$334K -$24K -500 -7%
MIC
1570
Means Investment Company
Maine
$334K +$101K +2,109 +43%
FPF
1571
First Pacific Financial
Washington
$333K -$77.4K -1,615 -19%
ZIG
1572
Zullo Investment Group
Pennsylvania
$333K +$333K +6,947 New
SAS
1573
Sanford Advisory Services
Michigan
$332K -$7.67K -160 -2%
UWPG
1574
Ullmann Wealth Partners Group
Florida
$332K
EWA
1575
ERTS Wealth Advisors
Michigan
$332K +$5.11K +106 +2%