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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 %
ST
1601
Smithfield Trust
Pennsylvania
$317K -$442K -9,213 -58%
SAM
1602
Security Asset Management
New York
$317K
WC
1603
Westhampton Capital
North Carolina
$316K
VST
1604
Van Strum & Towne
California
$315K -$12.5K -261 -4%
CGH
1605
CMG Global Holdings
Texas
$315K -$10.4K -216 -3%
AWA
1606
Acorn Wealth Advisors
Michigan
$314K -$34.6K -721 -10%
5L
1607
55I LLC
Massachusetts
$314K +$77.9K +1,621 +33%
PWM
1608
PBMares Wealth Management
Virginia
$313K -$19.9K -414 -6%
WCM
1609
Wedge Capital Management
North Carolina
$313K -$6.1K -127 -2%
ICM
1610
Islay Capital Management
Texas
$312K -$48K -1,000 -13%
WSFS
1611
Wilmington Savings Fund Society
Delaware
$311K +$76.6K +1,599 +33%
TWP
1612
Tempus Wealth Planning
California
$310K -$1.2K -25 -0.4%
TCWA
1613
Ten Capital Wealth Advisors
Washington
$309K +$4.8K +100 +2%
TNBTD
1614
Trustmark National Bank Trust Department
Mississippi
$306K -$31.1K -649 -9%
PWA
1615
Phoenix Wealth Advisors
North Carolina
$305K
BFG
1616
Berger Financial Group
Minnesota
$305K +$16.1K +335 +6%
CWP
1617
Concord Wealth Partners
Virginia
$305K +$57.6K +1,200 +23%
BBNB
1618
Baker Boyer National Bank
Washington
$305K +$305K +6,354 New
HIG
1619
Heritage Investment Group
Florida
$304K +$304K +6,332 New
PAG
1620
Powers Advisory Group
Illinois
$304K +$304K +6,336 New
SCA
1621
Snowden Capital Advisors
New York
$303K -$931K -19,433 -75%
EI
1622
Ethic Inc
New York
$303K +$303K +6,324 New
KFP
1623
KMG Fiduciary Partners
Ohio
$302K +$4.61K +96 +2%
DAC
1624
Dividend Assets Capital
South Carolina
$300K
LRPA
1625
L. Roy Papp & Associates
Arizona
$300K +$2.49K +52 +0.8%