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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 %
TH
1726
TCTC Holdings
Texas
$232K -$13.9K -290 -6%
BWM
1727
Buckley Wealth Management
Nevada
$232K +$232K +4,828 New
UBV
1728
United Bank (Virginia)
Virginia
$231K
LWM
1729
Laidlaw Wealth Management
New York
$231K +$17.7K +368 +8%
FCA
1730
FinTrust Capital Advisors
South Carolina
$231K +$39.2K +818 +20%
ACM
1731
Alta Capital Management
Utah
$230K -$19.2K -400 -8%
WWM
1732
Wolff Wiese Magana
California
$230K +$6.8K +142 +3%
CCM
1733
Chiron Capital Management
Florida
$229K -$139K -2,900 -38%
SIC
1734
Sigma Investment Counselors
Michigan
$229K +$21.8K +453 +11%
WCA
1735
Westover Capital Advisors
Delaware
$228K +$228K +4,747 New
BFA
1736
Buttonwood Financial Advisors
Maryland
$227K +$227K +4,721 New
GCM
1737
Graham Capital Management
Connecticut
$227K +$227K +4,739 New
PAM
1738
Premier Asset Management
Illinois
$226K
KFC
1739
Klingenstein Fields & Co
New York
$224K -$323K -6,710 -59%
W
1740
Wealthquest
Ohio
$224K
SAMT
1741
Select Asset Management & Trust
Pennsylvania
$224K
RFA
1742
Reilly Financial Advisors
California
$224K +$16K +333 +8%
BFA
1743
Bill Few Associates
Pennsylvania
$224K +$224K +4,675 New
FAG
1744
Financial Advisory Group
Texas
$223K -$4.85K -101 -2%
FW
1745
FirstPurpose Wealth
Utah
$223K +$223K +4,642 New
CTI
1746
Community Trust & Investment
Kentucky
$222K -$14.4K -300 -6%
AWM
1747
Altavista Wealth Management
North Carolina
$222K
FPIS
1748
Financial Planning & Information Services
Wisconsin
$222K +$2.01K +42 +0.9%
MPWT
1749
MassMutual Private Wealth & Trust
Connecticut
$222K +$8.1K +169 +4%
LRIA
1750
Leonard Rickey Investment Advisors
Washington
$222K +$222K +4,624 New