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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 %
PFO
651
Pathstone Family Office
New Jersey
$2.36M -$4.68M -134,332 -66%
VCA
652
Verdence Capital Advisors
Maryland
$2.32M +$159K +4,246 +7%
LBC
653
Lowe Brockenbrough & Co
Virginia
$2.32M -$105K -2,800 -4%
GIM
654
Goelzer Investment Management
Indiana
$2.31M -$715K -19,129 -24%
ICM
655
IMS Capital Management
Oregon
$2.3M -$24.9K -665 -1%
TNA
656
True North Advisors
Texas
$2.29M
CIA
657
Capital Investment Advisors
Georgia
$2.29M -$77.7K -2,078 -3%
ACM
658
Argyle Capital Management
Pennsylvania
$2.27M +$98.7K +2,640 +5%
USCWA
659
U.S. Capital Wealth Advisors
Texas
$2.26M -$84.6K -2,264 -4%
LCM
660
Logan Capital Management
Pennsylvania
$2.26M +$111K +2,964 +5%
V
661
Veritable
Delaware
$2.23M +$77.9K +2,084 +4%
BFG
662
Bleakley Financial Group
New Jersey
$2.21M -$71.8K -1,922 -3%
RVM
663
Robinson Value Management
Texas
$2.2M -$17.1K -458 -0.8%
SWP
664
Stratos Wealth Partners
Ohio
$2.19M -$2.4M -64,259 -52%
XT
665
XTX Topco
Cayman Islands
$2.18M +$70.5K +1,887 +3%
KWM
666
Kingsview Wealth Management
Oregon
$2.18M -$59.7K -1,597 -3%
SLI
667
Sumitomo Life Insurance
Japan
$2.17M +$686K +18,362 +46%
AF
668
Allworth Financial
California
$2.15M -$51.1K -1,367 -2%
FFN
669
Focus Financial Network
Minnesota
$2.15M +$10.4K +278 +0.5%
LCOV
670
London Company of Virginia
Virginia
$2.14M +$216K +5,773 +11%
VFA
671
Valeo Financial Advisors
Indiana
$2.14M -$103K -2,754 -5%
SCA
672
Stonebridge Capital Advisors
Minnesota
$2.14M -$1.87K -50 -0.1%
VNIM
673
Vaughan Nelson Investment Management
Texas
$2.13M -$407K -10,875 -16%
CB
674
Cooke & Bieler
Pennsylvania
$2.13M -$1.87M -50,150 -47%
MYIA
675
Mount Yale Investment Advisors
Colorado
$2.12M +$535K +14,303 +34%