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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 %
SWA
1601
SOA Wealth Advisors
New York
$55K +$55K +1,658 New
TAM
1602
Tucker Asset Management
Colorado
$54.5K +$54.5K +1,806 New
GCM
1603
Gables Capital Management
Florida
$54K -$18K -600 -25%
SGAM
1604
Smith Group Asset Management
Texas
$54K -$360 -12 -0.7%
CIR
1605
Clear Investment Research
Georgia
$54K
EARNEST Partners
1606
EARNEST Partners
Georgia
$53K -$2.69M -89,353 -98%
JFGIW
1607
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K -$36.5K -1,219 -41%
CWM
1608
Centric Wealth Management
Illinois
$53K +$53K +1,749 New
TI
1609
tru Independence
Oregon
$52.9K +$27.2K +3,100 +106%
MGIM
1610
M&G Investment Management
United Kingdom
$52.9K -$43.9K -1,464,276 -45%
BAM
1611
Bellevue Asset Management
Washington
$52K -$3.12K -99 -6%
CTB
1612
Country Trust Bank
Illinois
$50K
SWM
1613
Selective Wealth Management
Virginia
$50K +$1.17K +39 +2%
WWM
1614
Wolff Wiese Magana
California
$50K +$50K +1,650 New
FFA
1615
Freedman Financial Associates
Massachusetts
$50K +$50K +1,664 New
BWM
1616
Birchcreek Wealth Management
Ohio
$49K +$49K +1,645 New
TWA
1617
TCI Wealth Advisors
Arizona
$48K -$32.6K -1,083 -40%
BFC
1618
Bedel Financial Consulting
Indiana
$47K -$37.9K -1,250 -45%
RA
1619
Reby Advisors
Connecticut
$47K +$47K +1,551 New
CFN
1620
Cordasco Financial Network
Florida
$45K -$15.9K -531 -26%
FMTCOCP
1621
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K
BWL
1622
Bogart Wealth LLC
Virginia
$45K
EWM
1623
Edge Wealth Management
New York
$44K +$1.98K +65 +5%
AWM
1624
Accel Wealth Management
Iowa
$44K +$44K +1,441 New
DWA
1625
Dougherty Wealth Advisers
Minnesota
$42K -$12.1K -400 -22%