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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 %
LWA
2001
Lenox Wealth Advisors
New York
$15K -$54K -1,145 -78%
TFM
2002
TFC Financial Management
Massachusetts
$15K -$7.81K -166 -34%
PP
2003
PFS Partners
New Jersey
$14.9K +$14.9K +311 New
CIA
2004
Cascade Investment Advisors
Oregon
$14.4K -$14.4K -300 -50%
SIAP
2005
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K +$48 +1 +0.3%
VRS
2006
Virginia Retirement Systems
Virginia
$13.2K
MSFP
2007
Mark Sheptoff Financial Planning
Connecticut
$13K +$13K +276 New
TFGT
2008
TS Financial Group (TSFG)
Illinois
$12K
GIA
2009
Goodwin Investment Advisory
Georgia
$12K +$12K +240 New
CWM
2010
Cedar Wealth Management
California
$12K +$12K +250 New
DWA
2011
Delos Wealth Advisors
Texas
$12K +$12K +250 New
PCH
2012
Polar Capital Holdings
United Kingdom
$11.2K -$18K -374,733 -62%
COCM
2013
Charter Oak Capital Management
New Hampshire
$11K
RBC
2014
Roble Belko & Company
Pennsylvania
$11K +$11K +220 New
NF
2015
Norwood Financial
Pennsylvania
$11K +$11K +225 New
OA
2016
Operose Advisors
Wisconsin
$11K +$11K +234 New
FNBOSM
2017
First National Bank of South Miami
Florida
$10K
GG
2018
Gleason Group
Kentucky
$10K +$47 +1 +0.5%
BEI
2019
Benjamin Edwards Inc
Missouri
$9K +$1.69K +37 +23%
FMP
2020
Financial Management Professionals
Texas
$9K +$2.38K +47 +36%
KA
2021
Kozak & Associates
Colorado
$8K -$9.48K -199 -54%
CBT
2022
Central Bank & Trust
Kentucky
$8K
LS
2023
Leelyn Smith
Illinois
$8K +$7.64K +150 +2,143%
CSWM
2024
Cassady Schiller Wealth Management
Ohio
$8K +$8K +175 New
GWMIA
2025
Global Wealth Management Investment Advisory
Florida
$7K