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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 %
CIP
801
Cornerstone Investment Partners
Georgia
$1.44M -$6.58K -176 -0.5%
NB
802
NBT Bank
New York
$1.44M -$67.5K -1,805 -4%
MIM
803
Miller Investment Management
Pennsylvania
$1.43M
ERIC
804
Eagle Rock Investment Company
Georgia
$1.42M
OCM
805
One Capital Management
California
$1.41M +$38.1K +1,020 +3%
YC
806
Yarbrough Capital
Tennessee
$1.4M
BIM
807
Bridges Investment Management
Nebraska
$1.4M -$5.16M -137,954 -79%
CWA
808
CM Wealth Advisors
Ohio
$1.39M +$1.39M +35,283 New
SAM
809
Selway Asset Management
$1.39M +$688K +18,400 +98%
LNC
810
Lincoln National Corp
Pennsylvania
$1.39M -$146K -3,907 -10%
MOS
811
MGO One Seven
Ohio
$1.39M -$4.3K -115 -0.3%
IWM
812
Iams Wealth Management
Nebraska
$1.38M +$607K +16,201 +78%
BFEC
813
Benjamin F. Edwards & Company
Missouri
$1.38M +$58.1K +1,554 +4%
CAS
814
Coppell Advisory Solutions
Texas
$1.38M +$266K +7,105 +24%
CASC
815
Coppell Advisory Solutions Corp
Texas
$1.38M +$266K +7,105 +24%
AMM
816
American Money Management
California
$1.38M -$95.9K -2,566 -7%
CM
817
Columbus Macro
Pennsylvania
$1.37M +$7.26K +191 +0.5%
HCP
818
Holt Capital Partners
Texas
$1.36M +$2.95K +79 +0.2%
SC
819
Sepio Capital
Utah
$1.36M -$128K -3,418 -9%
TFA
820
Trinity Financial Advisors
Ohio
$1.36M +$16.7K +446 +1%
CIA
821
Choate Investment Advisors
Massachusetts
$1.35M +$9.94K +266 +0.7%
MA
822
MYDA Advisors
New York
$1.35M +$1.35M +36,000 New
PTC
823
Private Trust Company
Ohio
$1.34M -$17.3K -464 -1%
KI
824
Kula Investments
Illinois
$1.34M -$52K -1,390 -4%
SWS
825
SYSTM Wealth Solutions
Illinois
$1.33M -$693K -18,533 -34%