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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 %
MG
1751
Mather Group
Illinois
$222K +$222K +4,636 New
CCA
1752
Catalyst Capital Advisors
New York
$221K
LW
1753
Linscomb Wealth
Texas
$221K +$48 +1 +0%
VFP
1754
Verus Financial Partners
Virginia
$220K +$288 +6 +0.1%
GL
1755
Graypoint LLC
New York
$220K +$220K +4,581 New
WWM
1756
Wagner Wealth Management
South Carolina
$218K +$2.55K +53 +1%
SCM
1757
Silvant Capital Management
Georgia
$217K
DWM
1758
Darwin Wealth Management
Florida
$217K +$217K +3,945 New
IIC
1759
Integrated Investment Consultants
Michigan
$216K -$42.8K -892 -17%
LJHT
1760
Laurie J. Hall Trustee
$216K -$1.68K -35 -0.8%
MA
1761
MONECO Advisors
Connecticut
$216K +$216K +3,910 New
HFA
1762
HC Financial Advisors
California
$213K -$50.5K -1,051 -19%
RIM
1763
Rockbridge Investment Management
New York
$213K -$8.91K -186 -4%
WAAG
1764
Wealth Alliance Advisory Group
Kansas
$213K
HFS
1765
Hantz Financial Services
Michigan
$212K -$16.8K -350 -7%
RA
1766
Riversedge Advisors
Delaware
$212K +$1.64K +34 +0.8%
VCM
1767
Vigilant Capital Management
Maine
$212K +$67K +1,400 +46%
AMC
1768
Asset Management Corp
Illinois
$211K -$40.5K -843 -16%
CCFCSB
1769
Cape Cod Five Cents Savings Bank
Massachusetts
$211K -$1.44K -30 -0.7%
AIM
1770
Arcadia Investment Management
Michigan
$211K
BAM
1771
Brave Asset Management
New Jersey
$211K
GAM
1772
Gould Asset Management
California
$211K
TFS
1773
TrustCore Financial Services
Tennessee
$210K +$8.93K +186 +4%
BWM
1774
BlackDiamond Wealth Management
New York
$210K +$210K +4,386 New
CPWMP
1775
Cardinal Point Wealth Management Partners
California
$209K +$209K +4,347 New