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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 %
TSWM
776
Triangle Securities Wealth Management
North Carolina
$1.53M -$22.4K -600 -1%
GCP
777
Garda Capital Partners
Minnesota
$1.53M -$1.58M -42,325 -51%
Wealth Enhancement Advisory Services
778
Wealth Enhancement Advisory Services
Minnesota
$1.53M -$9.52M -254,641 -86%
CG
779
Caprock Group
Idaho
$1.53M +$188K +5,019 +14%
FFM
780
Forum Financial Management
Illinois
$1.53M +$10.6K +284 +0.7%
SIG
781
Stonegate Investment Group
Alabama
$1.53M -$37.9K -1,013 -2%
BC
782
Bridgefront Capital
Texas
$1.51M +$1.51M +40,331 New
BFIM
783
Beese Fulmer Investment Management
Ohio
$1.51M -$72.5K -1,940 -5%
FIA
784
Foundations Investment Advisors
Arizona
$1.51M +$161K +4,311 +12%
HAM
785
Hedges Asset Management
Nevada
$1.5M +$37.4K +1,000 +3%
CS
786
Cannell & Spears
New York
$1.5M -$3.74K -100 -0.2%
CA
787
Cullinan Associates
Kentucky
$1.5M +$20K +534 +1%
AAM
788
Auxier Asset Management
Oregon
$1.49M +$123K +3,300 +9%
SLFPAM
789
St. Louis Financial Planners Asset Management
Missouri
$1.48M +$249K +6,648 +20%
NP
790
NorthRock Partners
Minnesota
$1.48M +$182K +4,873 +14%
OCBCO
791
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.48M +$508K +13,604 +52%
AG
792
AIA Group
Hong Kong
$1.48M +$149K +3,977 +11%
EWM
793
Evercore Wealth Management
New York
$1.47M +$4.64K +124 +0.3%
HWM
794
HB Wealth Management
Georgia
$1.47M -$150K -4,008 -9%
CIS
795
Capital International Sarl
California
$1.46M +$1.08M +28,857 +282%
JHCP
796
Jackson Hole Capital Partners
Oklahoma
$1.46M -$45.3K -1,207 -3%
GWM
797
Geneos Wealth Management
Colorado
$1.46M -$384K -10,275 -21%
SWM
798
SeaCrest Wealth Management
New York
$1.45M -$45.9K -1,228 -3%
IGWM
799
ICA Group Wealth Management
Colorado
$1.45M -$12.8K -343 -0.9%
CCP
800
Cunning Capital Partners
North Carolina
$1.45M