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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 %
TW
1876
Towerpoint Wealth
California
$91K +$91K +29,462 New
GWSG
1877
GPS Wealth Strategies Group
Colorado
$90K -$3.85K -80 -4%
PIA
1878
Powell Investment Advisors
Florida
$90K
FCMT
1879
Founders Capital Management (Texas)
Texas
$87K +$5.28K +110 +6%
GCM
1880
Gables Capital Management
Florida
$86K
CTB
1881
Country Trust Bank
Illinois
$86K +$6.98K +146 +9%
FMTCOCP
1882
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$85K
PWC
1883
PYA Waltman Capital
Tennessee
$85K +$85K +1,765 New
SFM
1884
Signet Financial Management
New Jersey
$85K +$85K +1,781 New
SWA
1885
SOA Wealth Advisors
New York
$84K
EARNEST Partners
1886
EARNEST Partners
Georgia
$84K
MWM
1887
Mascoma Wealth Management
New Hampshire
$83K
MW
1888
Milestone Wealth
New York
$83K +$83K +1,726 New
MUMSS
1889
Mitsubishi UFJ Morgan Stanley Securities
Japan
$82K -$39.6K -820 -33%
IA
1890
IndexIQ Advisors
New York
$81K +$81K +1,694 New
ATC
1891
Adirondack Trust Company
New York
$80K
FFA
1892
Freedman Financial Associates
Massachusetts
$80K
UFF
1893
USA Financial Formulas
Michigan
$79K -$912K -19,040 -92%
BAM
1894
Bellevue Asset Management
Washington
$79K
C
1895
Covestor
United Kingdom
$76K +$76K +1,583 New
WFS
1896
Widmann Financial Services
Maryland
$76K +$76K +1,603 New
MGIM
1897
M&G Investment Management
United Kingdom
$72.7K -$43.4K -904,686 -37%
CFN
1898
Cordasco Financial Network
Florida
$72K
BWS
1899
BCR Wealth Strategies
Alabama
$71K +$71K +1,483 New
UIA
1900
Ulland Investment Advisors
Minnesota
$69K +$69K +1,435 New