WFC icon

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 %
WAS
1676
Winch Advisory Services
Wisconsin
$145K -$5.95M -109,631 -98%
OC
1677
Oakworth Capital
Alabama
$142K +$605 +11 +0.4%
ATC
1678
Adirondack Trust Company
New York
$142K +$25.4K +465 +22%
TAM
1679
Trust Asset Management
Texas
$142K +$142K +2,613 New
WA
1680
Waverly Advisors
Alabama
$138K +$13.2K +242 +11%
RAM
1681
Riggs Asset Management
Pennsylvania
$137K +$326 +6 +0.2%
BKA
1682
Brick & Kyle Associates
Pennsylvania
$136K
AWM
1683
AllSquare Wealth Management
New York
$131K +$1.85K +34 +1%
FPFS
1684
First Personal Financial Services
North Carolina
$127K +$30.7K +562 +32%
SC
1685
Saturna Capital
Washington
$126K
AC
1686
Alexandria Capital
Virginia
$126K
MMH
1687
Menora Mivtachim Holdings
Israel
$125K
AWS
1688
Aris Wealth Services
Pennsylvania
$124K +$124K +2,275 New
MUS
1689
Mitsubishi UFJ Securities
Japan
$123K +$123K +2,270 New
ARC
1690
Absolute Return Capital
Massachusetts
$119K -$1.34M -24,676 -92%
PIA
1691
Piedmont Investment Advisors
North Carolina
$119K -$24.8K -455 -17%
WCM
1692
Wealthcare Capital Management
Virginia
$115K +$40.6K +745 +55%
BAM
1693
Brave Asset Management
New Jersey
$113K
BCI
1694
Brinker Capital Investments
Pennsylvania
$112K
LWM
1695
LBA Wealth Management
Florida
$100K
First Eagle Investment Management
1696
First Eagle Investment Management
New York
$98K
CFA
1697
CT Financial Advisors
Pennsylvania
$97K
AAC
1698
Asset Advisors Corp
Georgia
$94K
CFSG
1699
Community Financial Services Group
Vermont
$89K +$12.1K +223 +16%
GWA
1700
Genesis Wealth Advisors
Massachusetts
$88.5K