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Wells Fargo

1,764 hedge funds and large institutions have $216B invested in Wells Fargo in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 733 increasing their positions, 711 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,764
Holders Change
-22
Holders Change %
-1.23%
% of All Funds
47.05%
Holding in Top 10
343
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.99%
% of All Funds
9.15%
New
81
Increased
733
Reduced
711
Closed
84
Calls
$1.18B
Puts
$1.6B
Net Calls
-$417M
Net Calls Change
+$320M
Name Holding Trade Value Shares
Change
Shares
Change %
BWFM
1601
Bridgewater Wealth & Financial Management
Maryland
$262K -$30.2K -557 -10%
CHAM
1602
Clear Harbor Asset Management
Connecticut
$262K
BA
1603
BKS Advisors
Michigan
$260K +$260K +4,776 New
CPA
1604
Capital Planning Advisors
California
$255K +$255K +4,688 New
CCMW
1605
Cypress Capital Management (Wyoming)
Wyoming
$255K +$36.5K +671 +17%
SCM
1606
Salem Capital Management
Massachusetts
$254K
BFM
1607
Boothbay Fund Management
New York
$253K -$163K -3,009 -39%
NCM
1608
Noesis Capital Mangement
Florida
$253K +$253K +4,655 New
EWM
1609
Evermay Wealth Management
Virginia
$251K -$17.1K -315 -6%
SHWM
1610
Smith & Howard Wealth Management
Georgia
$251K
BWA
1611
Burt Wealth Advisors
Maryland
$248K
CPA
1612
Cowen Prime Advisors
New York
$245K -$925 -17 -0.4%
BST
1613
Bath Savings Trust
Maine
$245K
CISOA
1614
Capital Investment Services of America
Wisconsin
$244K -$1.14M -21,000 -82%
FWM
1615
Focused Wealth Management
New York
$244K -$7.17K -132 -3%
CCT
1616
Capital City Trust
Florida
$243K +$1.96K +36 +0.8%
PL
1617
Parthenon LLC
Kentucky
$243K +$243K +4,458 New
CFN
1618
Cordasco Financial Network
Florida
$242K +$27.2K +500 +13%
JIP
1619
Jaffetilchin Investment Partners
Florida
$239K -$20.6K -378 -8%
GAM
1620
Gemmer Asset Management
California
$239K -$9.53K -175 -4%
SWM
1621
Segment Wealth Management
Texas
$239K -$273 -5 -0.1%
BMC
1622
Benin Management Corp
Connecticut
$238K +$38.1K +700 +19%
VCM
1623
Vigilant Capital Management
Maine
$237K
CHA
1624
Cedar Hill Associates
Illinois
$236K +$12.5K +230 +6%
I2I
1625
Insight 2811 Inc
Illinois
$232K