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Wells Fargo

2,132 hedge funds and large institutions have $135B invested in Wells Fargo in 2023 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 658 increasing their positions, 889 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,132
Holders Change
+177
Holders Change %
+9.05%
% of All Funds
31.26%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
0.98%
New
313
Increased
658
Reduced
889
Closed
107
Calls
$3.15B
Puts
$4.07B
Net Calls
-$917M
Net Calls Change
+$2.17B
Name Holding Trade Value Shares
Change
Shares
Change %
SBWIC
301
Schaper Benz & Wise Investment Counsel
Wisconsin
$17.8M +$16.2K +329 +0.1%
Simplex Trading
302
Simplex Trading
Illinois
$17.4M +$17.4M +352,816 New
CAN
303
Cetera Advisor Networks
California
$17.1M +$440K +8,943 +3%
OAM
304
Oppenheimer Asset Management
New York
$17M -$1.21M -24,516 -7%
Pathstone Holdings
305
Pathstone Holdings
New Jersey
$16.9M +$16.9M +341,661 New
AAM
306
Ardevora Asset Management
United Kingdom
$16.8M -$19.3M -392,897 -54%
PMG
307
ProVise Management Group
Florida
$16.6M +$244K +4,949 +1%
AssetMark Inc
308
AssetMark Inc
California
$16.6M +$1.11M +22,492 +7%
Hudson Bay Capital Management
309
Hudson Bay Capital Management
Connecticut
$16.6M -$4.92M -100,000 -23%
MI
310
M3F Inc
Utah
$16.5M
GC
311
Guggenheim Capital
Illinois
$16.4M +$1.37M +27,830 +9%
Daiwa Securities Group
312
Daiwa Securities Group
Japan
$16.4M +$969K +19,692 +6%
EDRH
313
Edmond de Rothschild Holding
Switzerland
$16.3M -$475K -9,645 -3%
UCFA
314
United Capital Financial Advisors
Texas
$16.3M -$9.21M -187,174 -36%
UB
315
UMB Bank
Missouri
$16.2M -$896K -18,212 -5%
RWP
316
RWA Wealth Partners
Massachusetts
$15.9M +$15.6M +316,406 +4,157%
SC
317
Scotia Capital
Ontario, Canada
$15.9M -$5.29M -107,430 -25%
Janney Montgomery Scott
318
Janney Montgomery Scott
Pennsylvania
$15.9M +$63.7K +1,294 +0.4%
EMPI
319
Elo Mutual Pension Insurance
Finland
$15.7M +$613K +12,462 +4%
SGK
320
Steigerwald Gordon & Koch
Virginia
$15.7M +$115K +2,332 +0.7%
GKIM
321
GW&K Investment Management
Massachusetts
$15.6M -$397K -8,069 -2%
GIBU
322
Gulf International Bank (UK)
United Kingdom
$15.2M -$1.02M -20,664 -6%
C
323
Certuity
Florida
$15.1M +$32.2K +655 +0.2%
SAM
324
SP Asset Management
California
$14.9M -$901K -18,303 -6%
FCMC
325
Founders Capital Management (Connecticut)
Connecticut
$14.9M -$46.4K -943 -0.3%