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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 %
MHIC
501
Marble Harbor Investment Counsel
Massachusetts
$4.37M +$325K +8,700 +8%
HPG
502
Harvest Portfolios Group
Ontario, Canada
$4.36M +$1.02M +27,296 +31%
API
503
Advisor Partners II
California
$4.32M +$558K +14,919 +15%
TPCW
504
TD Private Client Wealth
New York
$4.32M +$165K +4,402 +4%
LWIC
505
Leith Wheeler Investment Counsel
British Columbia, Canada
$4.31M +$3.6M +357,571 +506%
PA
506
PFG Advisors
Arizona
$4.28M +$8.86K +237 +0.2%
CIP
507
Chartwell Investment Partners
Pennsylvania
$4.25M -$498K -13,310 -10%
MP
508
MSD Partners
New York
$4.2M
EF
509
Empirical Finance
Pennsylvania
$4.1M +$178K +4,759 +5%
EF
510
Empowered Funds
Pennsylvania
$4.1M +$16.4K +438 +0.4%
AC
511
Aldebaran Capital
Indiana
$4.06M -$1.12K -30 -0%
VI
512
Vestcor Inc
New Brunswick, Canada
$4.06M -$3.01M -80,422 -43%
HCM
513
Hutchinson Capital Management
California
$4.02M +$449 +12 +0%
TCM
514
Teza Capital Management
Illinois
$4.02M +$1.41M +37,671 +54%
AAS
515
Avantax Advisory Services
Texas
$3.99M -$100K -2,687 -2%
LCM
516
Landscape Capital Management
New Jersey
$3.97M +$3.97M +106,173 New
HI
517
Hoey Investments
Pennsylvania
$3.92M +$877K +23,450 +29%
ATPW
518
Ashton Thomas Private Wealth
Arizona
$3.9M -$143K -3,826 -4%
WAM
519
Winslow Asset Management
Ohio
$3.89M +$35.4K +948 +0.9%
CHAM
520
Clear Harbor Asset Management
Connecticut
$3.88M -$670K -17,920 -15%
Luther King Capital Management (LKCM)
521
Luther King Capital Management (LKCM)
Texas
$3.87M -$223K -5,955 -5%
NC
522
NBW Capital
Massachusetts
$3.86M +$1.83M +48,972 +90%
ESBC
523
E.S. Barr & Co
Kentucky
$3.83M -$50.5K -1,350 -1%
DWM
524
Dorchester Wealth Management
Quebec, Canada
$3.82M +$63K +1,685 +2%
UAM
525
Unison Asset Management
Florida
$3.81M +$523 +14 +0%