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Wells Fargo

1,898 hedge funds and large institutions have $156B invested in Wells Fargo in 2021 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 673 increasing their positions, 816 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,898
Holders Change
-24
Holders Change %
-1.25%
% of All Funds
33.33%
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.69%
New
115
Increased
673
Reduced
816
Closed
114
Calls
$4.51B
Puts
$4.8B
Net Calls
-$291M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
1751
Adirondack Trust Company
New York
$86K
GCM
1752
Gables Capital Management
Florida
$84K
EARNEST Partners
1753
EARNEST Partners
Georgia
$82K
FMTCOCP
1754
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$82K
SWA
1755
SOA Wealth Advisors
New York
$81K
ADL
1756
Asset Dedication LLC
California
$80K +$6.64K +143 +9%
MWM
1757
Mascoma Wealth Management
New Hampshire
$80K +$80K +1,722 New
FCMT
1758
Founders Capital Management (Texas)
Texas
$79K
RA
1759
Resolute Advisors
California
$79K
CTB
1760
Country Trust Bank
Illinois
$77K
BAM
1761
Bellevue Asset Management
Washington
$77K
FFA
1762
Freedman Financial Associates
Massachusetts
$77K
SGAM
1763
Smith Group Asset Management
Texas
$74K +$4.98K +107 +7%
Loomis, Sayles & Company
1764
Loomis, Sayles & Company
Massachusetts
$70K -$63K -1,364 -47%
CFN
1765
Cordasco Financial Network
Florida
$70K
PP
1766
Pacifica Partners
Canada
$69K
EBA
1767
Eagle Bay Advisors
New York
$69K +$22.1K +486 +47%
LWA
1768
Lenox Wealth Advisors
New York
$68K -$10.9K -234 -14%
SFO
1769
Standard Family Office
South Dakota
$65K -$268K -5,781 -81%
FP
1770
Financial Perspectives
Minnesota
$62.1K -$24.2K -521 -28%
VCM
1771
Versant Capital Management
Arizona
$62K -$116K -2,501 -65%
DWA
1772
Dougherty Wealth Advisers
Minnesota
$61K -$3.49K -75 -5%
EIP
1773
Ellis Investment Partners
Pennsylvania
$61K
HWA
1774
Heritage Wealth Advisors
Virginia
$60.6K
JMF
1775
Johnson Midwest Financial
Iowa
$60K +$233 +5 +0.4%