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Wells Fargo

1,864 hedge funds and large institutions have $113B invested in Wells Fargo in 2021 Q1 according to their latest regulatory filings, with 243 funds opening new positions, 675 increasing their positions, 714 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+115
Holders Change %
+6.58%
% of All Funds
32.82%
Holding in Top 10
104
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.3%
% of All Funds
1.83%
New
243
Increased
675
Reduced
714
Closed
115
Calls
$4.21B
Puts
$3.53B
Net Calls
+$674M
Net Calls Change
+$267M
Name Holding Trade Value Shares
Change
Shares
Change %
LGWM
1801
Litman Gregory Wealth Management
California
$22K
TF
1802
TimeScale Financial
Massachusetts
$22K +$77 +2 +0.3%
IWP
1803
IAG Wealth Partners
Wisconsin
$21K +$21K +529 New
BCPWM
1804
Bradley & Co Private Wealth Management
Florida
$21K +$21K +534 New
NCM
1805
New Capital Management
Texas
$20K
HS
1806
Horan Securities
United States
$19K +$2.5K +65 +15%
AFIA
1807
America First Investment Advisors
Nebraska
$18K
FI
1808
FormulaFolio Investments
Michigan
$16K -$675K -14,348 -98%
PAI
1809
Pittenger & Anderson Inc
Nebraska
$16K -$16K -400 -50%
IRAG
1810
Investment Research & Advisory Group
Georgia
$16K
SFP
1811
Sterling Financial Planning
New Jersey
$16K
OCM
1812
Orion Capital Management
California
$16K
TIM
1813
Tortoise Investment Management
New York
$16K +$14K +350 +700%
BAMG
1814
Brand Asset Management Group
Missouri
$15K +$15K +391 New
HF
1815
Halpern Financial
Virginia
$14.4K +$14.4K +368 New
CFFP
1816
Center for Financial Planning
Michigan
$14K -$18K -457 -56%
VIMU
1817
Veritas Investment Management (UK)
United Kingdom
$14K
SCA
1818
Stuart Chaussee & Associates
California
$14K +$14K +365 New
CCM
1819
Cribstone Capital Management
Maine
$13K
FPW
1820
Flagship Private Wealth
Massachusetts
$12.9K -$27.7K -700 -68%
EWA
1821
Evolution Wealth Advisors
Florida
$12K
TFM
1822
TFC Financial Management
Massachusetts
$12K
MFT
1823
Moisand Fitzgerald Tamayo
Florida
$12K +$6K +150 +100%
MS
1824
Mizuho Securities
Japan
$11K -$769 -20 -7%
AJ
1825
Ashburton (Jersey)
Jersey
$11K