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Wells Fargo

1,922 hedge funds and large institutions have $154B invested in Wells Fargo in 2021 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 674 increasing their positions, 776 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,922
Holders Change
+58
Holders Change %
+3.11%
% of All Funds
33.55%
Holding in Top 10
96
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.69%
% of All Funds
1.68%
New
184
Increased
674
Reduced
776
Closed
114
Calls
$4.09B
Puts
$4.16B
Net Calls
-$72.5M
Net Calls Change
-$747M
Name Holding Trade Value Shares
Change
Shares
Change %
MC
1851
Maverick Capital
Texas
$29K -$974K -21,723 -97%
HWM
1852
Holloway Wealth Management
Florida
$29K
PA
1853
Perennial Advisors
New York
$29K
IPW
1854
IronBridge Private Wealth
Texas
$28K
RIA
1855
RPG Investment Advisory
California
$28K
PSIWM
1856
Paradigm Strategies in Wealth Management
Minnesota
$27K -$16.5K -371 -38%
APWA
1857
Atlas Private Wealth Advisors
New Jersey
$27K -$5.8K -130 -18%
MCM
1858
MV Capital Management
Maryland
$27K +$22.9K +511 +562%
GM
1859
GeoWealth Management
Illinois
$27K +$27K +600 New
IP
1860
Isthmus Partners
Wisconsin
$27K +$27K +600 New
TF
1861
TimeScale Financial
Massachusetts
$26K +$45 +1 +0.2%
SL
1862
Savior LLC
Massachusetts
$25K -$4.47K -98 -15%
CA
1863
Centerpoint Advisors
Massachusetts
$25K +$25K +558 New
COCM
1864
Charter Oak Capital Management
New Hampshire
$24K -$22.3K -500 -48%
BCPWM
1865
Bradley & Co Private Wealth Management
Florida
$24K
LPWM
1866
Lake Point Wealth Management
Texas
$24K +$24K +536 New
SIS
1867
Sound Income Strategies
Florida
$19K +$8.9K +200 +88%
T2I
1868
Turim 21 Investimentos
Brazil
$19K +$19K +412 New
TIM
1869
Tortoise Investment Management
New York
$18K
PAI
1870
Pittenger & Anderson Inc
Nebraska
$18K
IRAG
1871
Investment Research & Advisory Group
Georgia
$18K
SFP
1872
Sterling Financial Planning
New Jersey
$18K
OCM
1873
Orion Capital Management
California
$18K
SCA
1874
Stuart Chaussee & Associates
California
$17K
HF
1875
Halpern Financial
Virginia
$16.7K