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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 %
RDIA
1976
RE Dickinson Investment Advisors
Iowa
$25K +$25K +520 New
CT
1977
Clearstead Trust
Maine
$24K -$3.42K -71 -12%
OSNBOA
1978
Old Second National Bank of Aurora
Illinois
$24K
TVWM
1979
Tower View Wealth Management
Wisconsin
$24K
RA
1980
Rational Advisors
New York
$24K +$13.3K +277 +125%
HH
1981
HWG Holdings
Texas
$24K +$24K +498 New
AIP
1982
Ahrens Investment Partners
Louisiana
$24K +$24K +507 New
TCWM
1983
Total Clarity Wealth Management
Illinois
$21K
T2I
1984
Turim 21 Investimentos
Brazil
$20K
PAI
1985
Pittenger & Anderson Inc
Nebraska
$19K
TIM
1986
Tortoise Investment Management
New York
$19K
OCM
1987
Orion Capital Management
California
$19K
CFFP
1988
Center for Financial Planning
Michigan
$19K +$1.92K +40 +11%
EWM
1989
Elmwood Wealth Management
California
$19K +$19K +393 New
SCA
1990
Stuart Chaussee & Associates
California
$18K
CAL
1991
Capital Advisors Ltd
Ohio
$18K +$9.53K +197 +113%
WAC
1992
William Allan Corp
Colorado
$18K +$18K +372 New
HF
1993
Halpern Financial
Virginia
$17.7K
SC
1994
Stephens Consulting
Michigan
$17K +$17K +355 New
NOI
1995
Newton One Investments
Delaware
$17K -$17K -350 -50%
VIMU
1996
Veritas Investment Management (UK)
United Kingdom
$17K
BA
1997
Bivin & Associates
Oklahoma
$17K +$17K +350 New
CI
1998
Carroll Investors
South Carolina
$17K +$17K +363 New
CWM
1999
Curi Wealth Management
North Carolina
$17K +$17K +365 New
AFIA
2000
America First Investment Advisors
Nebraska
$16K