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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 %
QC
1926
Quent Capital
New York
$55K +$55K +1,156 New
NC
1927
NewSquare Capital
Pennsylvania
$53K
MWC
1928
MBM Wealth Consultants
Missouri
$53K
BAM
1929
Byrne Asset Management
New Jersey
$53K +$53K +1,100 New
BIA
1930
Bell Investment Advisors
California
$51K +$13.3K +278 +35%
TIM
1931
Tevis Investment Management
Texas
$50K +$50K +1,057 New
MS
1932
Mizuho Securities
Japan
$49K +$35.2K +729 +256%
ADL
1933
Asset Dedication LLC
California
$48K -$37.2K -752 -44%
WAM
1934
Westport Asset Management
Connecticut
$48K
AIM
1935
AHL Investment Management
Florida
$46K +$46K +954 New
SWM
1936
Selective Wealth Management
Virginia
$45K
FMB
1937
Field & Main Bank
Kentucky
$43K +$43K +900 New
ETC
1938
Exchange Traded Concepts
Oklahoma
$41K -$1.01K -21 -2%
BWL
1939
Bogart Wealth LLC
Virginia
$40K
TC
1940
Truvestments Capital
Florida
$40K +$808 +17 +2%
HS
1941
Horan Securities
United States
$40K +$40K +825 New
CH
1942
Canton Hathaway
Rhode Island
$39K
AA
1943
AlphaMark Advisors
Kentucky
$38K -$4.75K -100 -11%
CAM
1944
Costello Asset Management
Pennsylvania
$38K
HIM
1945
Hillsdale Investment Management
Ontario, Canada
$38K +$38K +800 New
APP
1946
Alpha Paradigm Partners
Illinois
$37K -$146K -3,064 -80%
BWA
1947
BDO Wealth Advisors
Florida
$37K -$62.1K -1,300 -63%
WPWM
1948
Western Pacific Wealth Management
Illinois
$37K +$37K +789 New
PO
1949
Private Ocean
California
$35K -$19.2K -394 -35%
FCG
1950
Financial Connections Group
California
$35K +$35K +741 New