WFC icon

Wells Fargo

2,047 hedge funds and large institutions have $230B invested in Wells Fargo in 2017 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 633 increasing their positions, 941 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,047
Holders Change
+188
Holders Change %
+10.11%
% of All Funds
46.49%
Holding in Top 10
232
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.92%
% of All Funds
5.27%
New
279
Increased
633
Reduced
941
Closed
70
Calls
$3.5B
Puts
$3.85B
Net Calls
-$352M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
1576
Janney Capital Management
Pennsylvania
$560K -$2.85K -47 -0.5%
FIM
1577
Fruth Investment Management
Texas
$560K
DDC
1578
DF Dent & Co
Maryland
$556K +$91.5K +1,508 +20%
OAM
1579
Occidental Asset Management
California
$555K
RFM
1580
Royal Fund Management
Florida
$555K +$146K +2,402 +36%
KWA
1581
KCS Wealth Advisory
California
$553K +$553K +9,113 New
KA
1582
Klingman & Associates
New York
$552K +$552K +9,091 New
AIM
1583
Arcadia Investment Management
Michigan
$550K -$13K -215 -2%
PMFA
1584
Plante Moran Financial Advisors
Michigan
$549K -$196K -3,233 -26%
PA
1585
Probity Advisors
Texas
$549K +$50.7K +836 +10%
KSA
1586
Ken Stern & Associates
California
$547K -$3.34K -55 -0.6%
WHRC
1587
W.H. Reaves & Co
New Jersey
$546K
WA
1588
WBH Advisory
Maryland
$545K -$12K -198 -2%
BCA
1589
Bray Capital Advisors
Florida
$542K +$164K +2,700 +43%
HK
1590
Horizon Kinetics
New York
$541K -$17.1K -282 -3%
BCP
1591
Berkeley Capital Partners
Georgia
$539K -$209K -3,443 -28%
NWP
1592
Northstar Wealth Partners
Connecticut
$538K -$52.5K -846 -9%
CCM
1593
Compass Capital Management
Minnesota
$537K
CWM
1594
Cahaba Wealth Management
Georgia
$536K +$5.21K +86 +1%
BFIC
1595
Bedell Frazier Investment Counselling
California
$536K +$9.89K +163 +2%
AIM
1596
Allen Investment Management
New York
$532K
TI
1597
Trexquant Investment
Connecticut
$527K +$527K +8,692 New
MTIM
1598
Marathon Trading Investment Management
Pennsylvania
$525K -$3.04K -50 -0.6%
EGA
1599
E&G Advisors
Texas
$521K +$182K +3,000 +54%
AZA
1600
Arthur Zaske & Associates
Michigan
$517K