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Wells Fargo

1,825 hedge funds and large institutions have $221B invested in Wells Fargo in 2015 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 746 increasing their positions, 718 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,825
Holders Change
+61
Holders Change %
+3.46%
% of All Funds
49.22%
Holding in Top 10
385
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+12.24%
% of All Funds
10.38%
New
119
Increased
746
Reduced
718
Closed
42
Calls
$1.31B
Puts
$1.64B
Net Calls
-$330M
Net Calls Change
+$86.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WPIC
1626
White Pine Investment Company
Michigan
$288K
FIM
1627
Fernwood Investment Management
Massachusetts
$287K -$37.7K -670 -12%
HWA
1628
Heritage Wealth Advisors
Virginia
$287K +$56 +1 +0%
MPM
1629
Meritage Portfolio Management
Kansas
$285K +$48.3K +860 +20%
AAS
1630
Annex Advisory Services
Wisconsin
$284K -$105K -1,867 -27%
WFG
1631
Windsor Financial Group
Minnesota
$283K +$44.1K +785 +18%
YP
1632
Yellowstone Partners
Idaho
$281K -$5.12K -91 -2%
TA
1633
Teton Advisors
New York
$281K
FMC
1634
First Merchants Corp
Indiana
$281K +$3.94K +70 +1%
CHAM
1635
Clear Harbor Asset Management
Connecticut
$281K +$10K +178 +4%
KP
1636
Keel Point
Alabama
$281K +$51.7K +908 +23%
DFIM
1637
Detwiler Fenton Investment Management
Massachusetts
$281K +$281K +4,990 New
HCMT
1638
Highland Capital Management (Texas)
Texas
$281K +$281K +5,000 New
CIC
1639
Chase Investment Counsel
Virginia
$281K +$281K +5,000 New
ZF
1640
Zhang Financial
Michigan
$280K +$2.87K +51 +1%
GIA
1641
Guyasuta Investment Advisors
Pennsylvania
$279K
KL
1642
Kinsight LLC
Alabama
$275K -$46.7K -831 -15%
PGA
1643
Portland Global Advisors
Maine
$274K -$109K -1,941 -29%
SIM
1644
Sadoff Investment Management
Wisconsin
$274K +$274K +4,872 New
CCT
1645
Capital City Trust
Florida
$272K +$21.4K +381 +9%
BWFM
1646
Bridgewater Wealth & Financial Management
Maryland
$271K
CCWA
1647
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$271K +$271K +4,810 New
IC
1648
Inverness Counsel
New York
$264K -$11.3K -200 -4%
CPA
1649
Capital Planning Advisors
California
$264K
CFN
1650
Cordasco Financial Network
Florida
$264K +$14K +250 +6%