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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 %
SL
1676
Savior LLC
Massachusetts
$19K -$1.24K -42 -6%
EAM
1677
Eukles Asset Management
Ohio
$19K +$675 +22 +4%
IPW
1678
IronBridge Private Wealth
Texas
$19K +$19K +618 New
AWM
1679
AllSquare Wealth Management
New York
$18K -$51K -1,700 -74%
TF
1680
TimeScale Financial
Massachusetts
$17K -$12.7K -426 -43%
LGWM
1681
Litman Gregory Wealth Management
California
$17K
COCM
1682
Charter Oak Capital Management
New Hampshire
$17K +$17K +549 New
NCM
1683
New Capital Management
Texas
$16K
CWM
1684
Curi Wealth Management
North Carolina
$16K +$16K +531 New
KC
1685
Kinloch Capital
Virginia
$16K +$16K +540 New
GI
1686
GS Investments
Minnesota
$15K +$15K +500 New
AFIA
1687
America First Investment Advisors
Nebraska
$14K -$58K -1,943 -81%
KCM
1688
Kathmere Capital Management
Pennsylvania
$14K
SIS
1689
Sound Income Strategies
Florida
$13K -$26.1K -849 -67%
SFSIG
1690
San Francisco Sentry Investment Group
California
$13K
CP
1691
Corbenic Partners
Pennsylvania
$13K
FWM
1692
FSA Wealth Management
Massachusetts
$13K +$13K +425 New
HS
1693
Horan Securities
United States
$13K +$13K +430 New
KFS
1694
Kelly Financial Services
Massachusetts
$13K -$8.6K -285 -40%
T2I
1695
Turim 21 Investimentos
Brazil
$12K
IRAG
1696
Investment Research & Advisory Group
Georgia
$12K
OCM
1697
Orion Capital Management
California
$12K +$12K +400 New
SFP
1698
Sterling Financial Planning
New Jersey
$12K +$12K +400 New
VIMU
1699
Veritas Investment Management (UK)
United Kingdom
$11K
TFM
1700
TFC Financial Management
Massachusetts
$10K -$5.02K -160 -33%