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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 %
MVP
2126
Miller Value Partners
Florida
-$220K -4,750 Closed
HWMG
2127
Hurlow Wealth Management Group
Indiana
-$216K -4,655 Closed
MCM
2128
Marathon Capital Management
Maryland
-$216K -4,634 Closed
EIG
2129
Ellenbecker Investment Group
Wisconsin
-$214K -4,622 Closed
BMWM
2130
Brown Miller Wealth Management
Virginia
-$212K -4,574 Closed
BWP
2131
Bernardo Wealth Planning
Pennsylvania
-$203K -4,375 Closed
ACA
2132
Affinity Capital Advisors
California
-$202K -4,352 Closed
FC
2133
Forte Capital
New York
-$201K -4,333 Closed
IWN
2134
Independent Wealth Network
Iowa
-$205K -3,940 Closed
FCM
2135
Firestone Capital Management
Florida
-$146K -3,221 Closed
IF
2136
Ironwood Financial
Arizona
-$148K -3,198 Closed
PWM
2137
Prentice Wealth Management
New York
-$142K -3,051 Closed
GKWIM
2138
Gerber Kawasaki Wealth & Investment Management
California
-$140K -3,036 Closed
LPIC
2139
LeJeune Puetz Investment Counsel
Michigan
-$115K -2,475 Closed
SFFS
2140
Stonehage Fleming Financial Services
Jersey
-$108K -2,326 Closed
JGIA
2141
Jackson Grant Investment Advisers
Connecticut
-$90K -1,931 Closed
RA
2142
Resolute Advisors
California
-$79K -1,704 Closed
SFO
2143
Standard Family Office
South Dakota
-$65K -1,400 Closed
EWA
2144
Evolution Wealth Advisors
Florida
-$56K -1,207 Closed
DOA
2145
D'Orazio & Associates
Virginia
-$48K -1,025 Closed
WCA
2146
Windsor Creek Advisors
Vermont
-$46K -1,000 Closed
VC
2147
Veracity Capital
Georgia
-$42K -912 Closed
PH
2148
Pinnacle Holdings
Oklahoma
-$34K -732 Closed
UAML
2149
US Asset Management LLC
Pennsylvania
-$30K -637 Closed
RIA
2150
RPG Investment Advisory
California
-$29K -620 Closed