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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 %
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$8.72M -$148K -3,952 -2%
Lido Advisors
377
Lido Advisors
California
$8.65M +$3.18M +85,057 +58%
Nomura Holdings
378
Nomura Holdings
Japan
$8.6M -$13.9M -371,184 -62%
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$8.57M -$559K -14,950 -6%
SCM
380
SKBA Capital Management
California
$8.42M -$93.5K -2,500 -1%
WMSA
381
Weiss Multi-Strategy Advisers
New York
$8.41M -$4.63M -123,738 -35%
TWC
382
TD Waterhouse Canada
Ontario, Canada
$8.33M -$358K -8,557 -4%
Allspring Global Investments
383
Allspring Global Investments
North Carolina
$8.26M -$481K -12,863 -6%
HCM
384
Hillman Capital Management
Maryland
$8.2M -$46.3K -1,239 -0.6%
Mercer Global Advisors
385
Mercer Global Advisors
Colorado
$8.14M -$1.82M -48,679 -18%
Northwestern Mutual Wealth Management
386
Northwestern Mutual Wealth Management
Wisconsin
$8.05M -$184K -4,933 -2%
DADC
387
D.A. Davidson & Co
Montana
$8.02M -$777K -20,791 -9%
FHB
388
First Hawaiian Bank
Hawaii
$8.01M -$62.1K -1,662 -0.8%
MCM
389
Maltese Capital Management
New York
$7.94M +$1.21M +32,500 +18%
TSS
390
Two Sigma Securities
New York
$7.89M +$7.89M +211,203 New
PP
391
Prudential plc
United Kingdom
$7.8M +$126K +3,377 +2%
IIM
392
Intact Investment Management
Quebec, Canada
$7.69M +$3.68M +98,500 +92%
ZCM
393
Ziegler Capital Management
Illinois
$7.68M -$19.1K -510 -0.2%
CWM
394
Calamos Wealth Management
Illinois
$7.67M -$272K -7,289 -3%
LOPW
395
Live Oak Private Wealth
North Carolina
$7.67M +$160K +4,288 +2%
QI
396
QV Investors
Alberta, Canada
$7.65M -$1.41M -37,730 -16%
MG
397
Markel Group
Virginia
$7.64M
KIA
398
KCM Investment Advisors
California
$7.64M +$5.53M +147,988 +263%
EGA
399
Eagle Global Advisors
Texas
$7.56M -$7.93K -212 -0.1%
JCP
400
Jennifer C. Price
$7.48M