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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 %
PP
1901
Pacifica Partners
Canada
$68K -$11K -200 -14%
SGAM
1902
Smith Group Asset Management
Texas
$68K -$8.57K -178 -11%
NEAM
1903
New England Asset Management
Connecticut
$67K -$7.53M -157,347 -99%
VCM
1904
Versant Capital Management
Arizona
$67K +$2.8K +58 +4%
IRAG
1905
Investment Research & Advisory Group
Georgia
$67K +$47.9K +1,000 +250%
CA
1906
CoreCap Advisors
Michigan
$66K +$66K +1,372 New
FC
1907
Family CFO
California
$65K +$65K +1,347 New
FP
1908
Financial Perspectives
Minnesota
$64.2K
HWA
1909
Heritage Wealth Advisors
Virginia
$63K
EIP
1910
Ellis Investment Partners
Pennsylvania
$63K
AWM
1911
Accel Wealth Management
Iowa
$63K +$11.8K +245 +23%
HNWA
1912
Henrickson Nauta Wealth Advisors
Michigan
$63K +$63K +1,176 New
LWP
1913
Lumature Wealth Partners
Georgia
$62K
JMF
1914
Johnson Midwest Financial
Iowa
$62K +$239 +5 +0.4%
KFI
1915
Key Financial Inc
Pennsylvania
$61K
CWM
1916
Cranbrook Wealth Management
Michigan
$61K
RA
1917
Rise Advisors
New York
$60.6K +$60.6K +1,263 New
SIC
1918
SJS Investment Consulting
Ohio
$60K +$60K +1,246 New
KPCM
1919
Kings Point Capital Management
New York
$59K +$22.4K +470 +61%
CA
1920
Crewe Advisors
Utah
$58K +$58K +1,200 New
DWA
1921
Dougherty Wealth Advisers
Minnesota
$57K -$5.9K -123 -9%
ME
1922
McIlrath & Eck
Washington
$57K -$907 -19 -2%
HNWAG
1923
High Net Worth Advisory Group
Florida
$57K +$57K +1,185 New
IAIM
1924
Industrial Alliance Investment Management
Quebec, Canada
$56K +$56K +1,161 New
TAIM
1925
TD Ameritrade Investment Management
Nebraska
$55K +$5.77K +121 +12%