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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 %
BA
1951
Bellwether Advisors
Nebraska
$34K
HDIM
1952
Hanson & Doremus Investment Management
Vermont
$34K +$48 +1 +0.1%
CHA
1953
Carmichael Hill & Associates
Maryland
$34K +$143 +3 +0.4%
GAM
1954
Gemmer Asset Management
California
$33K -$3.42K -71 -9%
AWM
1955
Activest Wealth Management
Florida
$33K -$1.93K -40 -6%
TCCM
1956
Timber Creek Capital Management
Massachusetts
$33K
SIS
1957
Sound Income Strategies
Florida
$33K +$12.4K +258 +60%
KFS
1958
Kelly Financial Services
Massachusetts
$32.9K -$23.8K -497 -42%
HWM
1959
Holloway Wealth Management
Florida
$31K -$30K
CM
1960
Cornerstone Management
Georgia
$30.5K +$30.5K +636 New
GM
1961
GeoWealth Management
Illinois
$30K -$193 -4 -0.6%
CMA
1962
Cedar Mountain Advisors
Oregon
$30K
IPW
1963
IronBridge Private Wealth
Texas
$30K
AA
1964
Addison Advisors
Vermont
$30K +$17.6K +368 +141%
M
1965
MOTCO
Texas
$29K
AWM
1966
AllSquare Wealth Management
New York
$29K
RCM
1967
Raleigh Capital Management
North Carolina
$29K +$29K +600 New
TF
1968
TimeScale Financial
Massachusetts
$28K +$145 +3 +0.5%
KCM
1969
KRS Capital Management
Michigan
$28K +$28K +603 New
CA
1970
Centerpoint Advisors
Massachusetts
$27K
BWM
1971
Baystate Wealth Management
Massachusetts
$27K +$4.92K +102 +22%
BCPWM
1972
Bradley & Co Private Wealth Management
Florida
$26K
LPWM
1973
Lake Point Wealth Management
Texas
$26K
LFA
1974
Level Financial Advisors
New York
$25K +$25K +518 New
GWA
1975
Gibson Wealth Advisors
Texas
$25K +$25K +518 New