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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 %
ODG
1826
O'Dell Group
Ohio
$159K
GC
1827
Garde Capital
Washington
$158K +$158K +3,303 New
AAP
1828
Arax Advisory Partners
Colorado
$155K +$3.66K +76 +2%
PWMG
1829
Prestige Wealth Management Group
New Jersey
$154K +$13.4K +279 +10%
CHC
1830
City Holding Co
West Virginia
$152K -$65.8K -1,235 -30%
FPWM
1831
FSB Premier Wealth Management
Iowa
$147K +$147K +3,077 New
RCG
1832
Rock Creek Group
District of Columbia
$144K +$1.97K +41 +1%
TAM
1833
Tucker Asset Management
Colorado
$144K +$19.8K +411 +16%
BDWM
1834
Brewin Dolphin Wealth Management
Ireland
$143K -$14.4K -300 -9%
OIA
1835
Optimum Investment Advisors
Illinois
$143K
FAG
1836
Fortitude Advisory Group
Washington
$143K +$143K +2,969 New
AWA
1837
Amplius Wealth Advisors
Pennsylvania
$142K +$142K +2,978 New
SWM
1838
Sugarloaf Wealth Management
Georgia
$141K -$14.6K -303 -9%
FF
1839
FourThought Financial
Florida
$138K -$11.9K -248 -8%
CYG
1840
Clean Yield Group
Vermont
$137K
CCA
1841
Column Capital Advisors
Indiana
$135K +$4.17K +87 +3%
CAL
1842
Capital Analysts LLC
Pennsylvania
$133K +$434 +9 +0.3%
CIR
1843
Clear Investment Research
Georgia
$131K
HC
1844
Hoese & Co
Minnesota
$131K +$7.79K +162 +6%
SQA
1845
Simon Quick Advisors
New Jersey
$130K -$804K -16,732 -86%
MHR
1846
Matthew Hamilton Rosenberg
$126K -$58.8K -1,222 -32%
CB
1847
CNB Bank
Pennsylvania
$126K -$721 -15 -0.6%
JEST
1848
JTC Employer Solutions Trustee
Jersey
$125K
CFCI
1849
Comprehensive Financial Consultants Institutional
Indiana
$124K +$124K +2,305 New
APW
1850
Acima Private Wealth
Virginia
$123K