WFC icon

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 %
MFT
2026
Moisand Fitzgerald Tamayo
Florida
$7K
MBFW
2027
Morton Brown Family Wealth
Pennsylvania
$7K +$7K +144 New
PGAM
2028
Princeton Global Asset Management
New Jersey
$6K
SL
2029
Savior LLC
Massachusetts
$6K
SMFG
2030
Sumitomo Mitsui Financial Group
Japan
$6K +$6K +123 New
TC
2031
TAP Consulting
Missouri
$6K +$6K +133 New
AFG
2032
Albion Financial Group
Utah
$6K +$6K +134 New
EAM
2033
Eukles Asset Management
Ohio
$5K -$135K -2,724 -96%
FEG
2034
Financial Enhancement Group
Indiana
$5K
CWA
2035
Carolina Wealth Advisors
South Carolina
$5K
SAM
2036
Strategic Asset Management
Minnesota
$5K
CPFP
2037
Clear Perspectives Financial Planning
Ohio
$5K
MTWM
2038
Masso Torrence Wealth Management
New Jersey
$5K +$5K +100 New
SC
2039
Schubert & Co
Texas
$5K +$5K +104 New
FGAM
2040
Financial Gravity Asset Management
Texas
$4.84K +$4.41K +1,049 +1,018%
HFS
2041
Horizon Financial Services
North Carolina
$4.65K
BBHC
2042
Brown Brothers Harriman & Co
New York
$4.03K -$38 -782 -0.9%
DAL
2043
Delta Accumulation LLC
California
$4K +$4K +73 New
SJIM
2044
St. Johns Investment Management
Florida
$3K
MFA
2045
McClarren Financial Advisors
Pennsylvania
$3K +$3K +56 New
LFG
2046
Leverty Financial Group
Wisconsin
$3K +$3K +64 New
M1FG
2047
Mach-1 Financial Group
Arkansas
$3K +$3K +68 New
FWA
2048
FSC Wealth Advisors
New York
$3K +$3K +68 New
ANBT
2049
American National Bank & Trust
Texas
$2K
CAM
2050
ClariVest Asset Management
California
$2K