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Wells Fargo

1,786 hedge funds and large institutions have $218B invested in Wells Fargo in 2014 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 647 increasing their positions, 728 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
+115
Holders Change %
+6.88%
% of All Funds
47.66%
Holding in Top 10
361
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+5.87%
% of All Funds
9.63%
New
189
Increased
647
Reduced
728
Closed
54
Calls
$1.42B
Puts
$2.15B
Net Calls
-$737M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Shares
Change %
SHWM
1626
Smith & Howard Wealth Management
Georgia
$253K
FWM
1627
Focused Wealth Management
New York
$253K +$3.12K +57 +1%
BWA
1628
Burt Wealth Advisors
Maryland
$252K +$252K +4,570 New
QC
1629
QCM Cayman
Texas
$252K +$252K +4,588 New
GAM
1630
Gemmer Asset Management
California
$250K -$16.4K -300 -6%
AIM
1631
Advantage Investment Management
Iowa
$249K +$249K +4,534 New
TC
1632
TradeLink Capital
Illinois
$249K +$249K +4,548 New
CPA
1633
Cowen Prime Advisors
New York
$248K +$1.48K +27 +0.6%
WFG
1634
Windsor Financial Group
Minnesota
$247K
BST
1635
Bath Savings Trust
Maine
$247K +$5.49K +100 +2%
NYLT
1636
New York Life Trust
New York
$242K -$877 -16 -0.4%
CCT
1637
Capital City Trust
Florida
$242K +$21.9K +400 +10%
SWM
1638
Segment Wealth Management
Texas
$240K -$30.7K -560 -11%
OAM
1639
Oberweis Asset Management
Illinois
$240K -$10.8K -198 -4%
VCM
1640
Vigilant Capital Management
Maine
$239K +$33.7K +614 +16%
DWM
1641
Destination Wealth Management
California
$238K -$27.1K -496 -10%
PCMK
1642
Paragon Capital Management (Kansas)
Kansas
$237K +$19.1K +350 +9%
QAM
1643
Quantres Asset Management
Cayman Islands
$236K +$236K +4,300 New
I2I
1644
Insight 2811 Inc
Illinois
$234K
BOS
1645
Bank of Stockton
California
$233K -$8.23K -150 -3%
LD
1646
Lipe & Dalton
New York
$233K
SCP
1647
Syntal Capital Partners
Texas
$233K
WA
1648
WealthTrust-Arizona
Arizona
$231K +$104K +1,893 +82%
SCA
1649
Samson Capital Advisors
New York
$230K +$230K +4,200 New
CHA
1650
Cedar Hill Associates
Illinois
$226K