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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 %
VIG
426
Vienna Insurance Group
Poland
$6.34M
IG
427
ING Group
Netherlands
$6.32M -$38.9M -1,041,867 -86%
MPM
428
Meritage Portfolio Management
Kansas
$6.28M +$2M +53,615 +47%
Capstone Investment Advisors
429
Capstone Investment Advisors
New York
$6.25M -$3.66M -97,969 -37%
IP
430
Interval Partners
New York
$6.21M -$25.4K -680 -0.4%
CP
431
Clayton Partners
California
$6.2M +$200K +5,356 +3%
KAS
432
Kestra Advisory Services
Texas
$6.18M -$1.79M -47,977 -22%
FCH
433
Freestone Capital Holdings
Washington
$6.18M +$21.2K +567 +0.3%
NAM
434
NorthCrest Asset Manangement
Minnesota
$6.17M +$36.3K +970 +0.6%
NEAM
435
New England Asset Management
Connecticut
$6.17M -$186K -4,985 -3%
Wealthfront Advisers
436
Wealthfront Advisers
California
$6.13M -$2.79M -74,554 -31%
BPA
437
Beacon Pointe Advisors
California
$6.07M +$315K +8,436 +5%
TRCT
438
Tower Research Capital (TRC)
New York
$6.07M +$2.62M +70,076 +76%
CFB
439
Cullen/Frost Bankers
Texas
$6.02M +$2.59M +69,165 +75%
DWT
440
Dorsey & Whitney Trust
South Dakota
$5.94M +$30.5K +817 +0.5%
CA
441
CSM Advisors
Pennsylvania
$5.92M +$635K +17,000 +12%
BCM
442
BTC Capital Management
Iowa
$5.85M +$220K +5,902 +4%
DILIC
443
Dai-ichi Life Insurance Company
Japan
$5.76M -$1.08M -28,913 -16%
VPIM
444
Vanguard Personalized Indexing Management
California
$5.73M +$420K +11,239 +8%
ELC
445
Edgar Lomax Company
Virginia
$5.72M -$6.21M -166,035 -52%
BTWM
446
Baker Tilly Wealth Management
Wisconsin
$5.72M +$472K +12,624 +9%
Wolverine Trading
447
Wolverine Trading
Illinois
$5.71M +$5.01M +133,911 +711%
PMAM
448
Picton Mahoney Asset Management
Ontario, Canada
$5.69M -$274K -7,320 -5%
NLGIA
449
Nippon Life Global Investors Americas
New York
$5.68M +$820K +21,930 +17%
PCM
450
Poehling Capital Management
Wisconsin
$5.67M -$7.78K -208 -0.1%