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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 %
IWC
1701
Integrated Wealth Counsel
California
$88K -$15.6K -287 -15%
MCA
1702
Mercer Capital Advisers
New Jersey
$88K
AFIA
1703
America First Investment Advisors
Nebraska
$87K
PIM
1704
Parasol Investment Management
Illinois
$87K
TCCM
1705
Timber Creek Capital Management
Massachusetts
$85K
CWM
1706
Catamount Wealth Management
Connecticut
$80K
LWA
1707
Lenox Wealth Advisors
New York
$76K
CWM
1708
Cranbrook Wealth Management
Michigan
$73K
KA
1709
Klingman & Associates
New York
$71K
MWAN
1710
Mariner Wealth Advisors (NYC)
Kansas
$70K +$70K +1,288 New
FNYS
1711
First New York Securities
New York
$68.5K +$14.1K +259 +26%
NCM
1712
Nelson Capital Management
California
$68K
PO
1713
Private Ocean
California
$67K
PCM
1714
Prelude Capital Management
New York
$67K +$67K +1,229 New
RI
1715
Redwood Investments
Massachusetts
$60K
CP
1716
Corbenic Partners
Pennsylvania
$58K -$5.13K -95 -8%
GI
1717
Gradient Investments
Minnesota
$56K +$17K +312 +43%
CRM
1718
Cramer Rosenthal McGlynn
Connecticut
$54K
FWC
1719
First Washington Corp
Washington
$54K
ACM
1720
Americafirst Capital Management
California
$49.9K +$49.9K +917 New
TRCT
1721
Tower Research Capital (TRC)
New York
$47K +$37.4K +694 +392%
SAC
1722
Smith Affiliated Capital
New York
$43.5K -$43.9K
BAM
1723
Bruderman Asset Management
New York
$43K +$43K +787 New
HDIM
1724
Hanson & Doremus Investment Management
Vermont
$39K -$15.1K -280 -28%
JIR
1725
James Investment Research
Ohio
$38K