WFC icon

Wells Fargo

1,974 hedge funds and large institutions have $104B invested in Wells Fargo in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 758 increasing their positions, 791 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,974
Holders Change
-80
Holders Change %
-3.89%
% of All Funds
31.59%
Holding in Top 10
70
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.09%
% of All Funds
1.12%
New
144
Increased
758
Reduced
791
Closed
179
Calls
$2.2B
Puts
$3.33B
Net Calls
-$1.13B
Net Calls Change
+$92.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
301
AE Wealth Management
Kansas
$15M -$2.83M -75,800 -16%
DIA
302
Dana Investment Advisors
Wisconsin
$15M -$162K -4,329 -1%
CIBC Private Wealth Group
303
CIBC Private Wealth Group
Georgia
$14.6M +$205K +3,654 +1%
GC
304
Guggenheim Capital
Illinois
$14.5M +$532K +14,231 +4%
RAM
305
Rempart Asset Management
Canada
$14.3M +$154K +4,116 +1%
LC
306
Loews Corp
New York
$14M -$1.5M -40,000 -10%
OAM
307
Oppenheimer Asset Management
New York
$14M -$1.99M -53,326 -12%
WorldQuant Millennium Advisors
308
WorldQuant Millennium Advisors
New York
$13.8M +$1.54M +41,274 +13%
Robeco Institutional Asset Management
309
Robeco Institutional Asset Management
Netherlands
$13.7M -$8.14M -217,648 -37%
SBWIC
310
Schaper Benz & Wise Investment Counsel
Wisconsin
$13.5M -$13.3K -357 -0.1%
SG Americas Securities
311
SG Americas Securities
New York
$13.4M +$9.34M +249,746 +229%
TSW
312
Thompson Siegel & Walmsley
Virginia
$13M +$1.36M +36,312 +12%
TG
313
TCW Group
California
$12.9M +$1.02M +27,333 +9%
EDRH
314
Edmond de Rothschild Holding
Switzerland
$12.8M -$4.5M -120,367 -26%
GC
315
Gillson Capital
Illinois
$12.7M +$12.7M +341,063 New
BCIM
316
British Columbia Investment Management
British Columbia, Canada
$12.7M +$152K +4,065 +1%
NC
317
Nixon Capital
Texas
$12.7M +$285K +7,625 +2%
SCM
318
Suvretta Capital Management
New York
$12.6M +$12.6M +335,875 New
Fuller & Thaler Asset Management
319
Fuller & Thaler Asset Management
California
$12.5M +$5M +133,790 +66%
Cerity Partners
320
Cerity Partners
New York
$12.4M +$1.15M +30,564 +10%
SH
321
SeaTown Holdings
Singapore
$12.4M +$9.76M +261,000 +376%
SAM
322
SP Asset Management
California
$12.3M -$90.5K -2,420 -0.7%
GIP
323
Greatmark Investment Partners
Georgia
$12.3M -$159K -4,250 -1%
Axa
324
Axa
France
$12.3M +$159K +4,259 +1%
NW
325
NewEdge Wealth
Pennsylvania
$12.2M -$2.48M -66,259 -17%