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Wells Fargo

2,061 hedge funds and large institutions have $135B invested in Wells Fargo in 2021 Q4 according to their latest regulatory filings, with 302 funds opening new positions, 677 increasing their positions, 803 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,061
Holders Change
+163
Holders Change %
+8.59%
% of All Funds
31.83%
Holding in Top 10
92
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.17%
% of All Funds
1.42%
New
302
Increased
677
Reduced
803
Closed
107
Calls
$3.15B
Puts
$4.35B
Net Calls
-$1.2B
Net Calls Change
-$907M
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
1701
Boston Family Office
Massachusetts
$247K
TWA
1702
TPB Wealth Advisors
Texas
$246K -$4.33K -90 -2%
BCM
1703
Buckhead Capital Management
Georgia
$245K
MF
1704
Magnetar Financial
Illinois
$244K -$3.59M -74,957 -94%
PCMC
1705
Private Capital Management (Colorado)
Colorado
$243K -$10.2K -213 -4%
BWA
1706
Burt Wealth Advisors
Maryland
$243K
TFA
1707
Tranquilli Financial Advisor
New Jersey
$242K +$4.08K +85 +2%
NIM
1708
NuWave Investment Management
New Jersey
$242K +$242K +5,034 New
TF
1709
Tompkins Financial
New York
$241K -$88.3K -1,841 -27%
MC
1710
Middleton & Co
Massachusetts
$240K -$10.1K -210 -4%
MJP
1711
Michael J. Puzo
$240K
CCG
1712
Ceeto Capital Group
Florida
$240K
VDI
1713
Vaughan David Investments
Illinois
$238K
HCM
1714
Hollencrest Capital Management
California
$237K -$44.5K -926 -16%
NSB
1715
Norway Savings Bank
Maine
$237K -$24K -500 -9%
SSWM
1716
Smith Salley Wealth Management
North Carolina
$237K
CWM
1717
Chesapeake Wealth Management
Virginia
$236K
HR
1718
Hardy Reed
Mississippi
$236K
BCA
1719
Biltmore Capital Advisors
New Jersey
$236K +$9.06K +189 +4%
PFBT
1720
Parkside Financial Bank & Trust
Missouri
$235K +$58.9K +1,227 +33%
AWC
1721
Abundance Wealth Counselors
Pennsylvania
$235K +$235K +4,889 New
KP
1722
Keel Point
Alabama
$234K +$234K +4,875 New
BMO
1723
Beck Mack & Oliver
New York
$233K -$938K -19,535 -80%
JLBC
1724
J.L. Bainbridge & Co
Florida
$233K -$43.2K -900 -16%
FA
1725
Fermata Advisors
California
$233K +$11.5K +239 +5%