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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 %
BTI
826
Blue Trust Inc
Georgia
$1.33M -$32.4K -784 -2%
CGL
827
Clarius Group LLC
Washington
$1.33M +$214K +5,736 +19%
S
828
SignatureFD
Georgia
$1.33M +$45.8K +1,226 +4%
NRS
829
Neville Rodie & Shaw
New York
$1.33M -$18.7K -500 -1%
CSC
830
Cove Street Capital
California
$1.33M -$198K -5,300 -13%
UFG
831
United Fire Group
Iowa
$1.31M
CAM
832
Carret Asset Management
New York
$1.31M +$17.9K +480 +1%
CWM
833
Chemistry Wealth Management
New York
$1.31M -$37.2K -995 -3%
AC
834
AXQ Capital
New Jersey
$1.3M +$1.3M +34,900 New
CLOS
835
Compagnie Lombard Odier SCmA
Switzerland
$1.3M -$143K -3,830 -10%
CI
836
Conning Inc
Connecticut
$1.3M -$3.89K -104 -0.3%
CCB
837
Country Club Bank
Missouri
$1.3M +$16.4K +438 +1%
JIC
838
Joel Isaacson & Co
New York
$1.3M +$257K +6,874 +25%
AC
839
Avestar Capital
New York
$1.3M -$233K -6,241 -15%
BSI
840
Bennett Selby Investments
Maine
$1.29M -$12.9K -344 -1%
RWM
841
Ritholtz Wealth Management
New York
$1.29M -$230K -6,159 -15%
KWS
842
Keystone Wealth Services
California
$1.29M -$860 -23 -0.1%
SFI
843
Siemens Fonds Invest
Germany
$1.29M -$182K -4,881 -12%
NCM
844
Northwest Capital Management
Oregon
$1.28M -$17.7K -473 -1%
SWM
845
Sendero Wealth Management
Texas
$1.28M -$146K -3,910 -10%
GAM
846
Gotham Asset Management
New York
$1.27M -$49.2K -1,317 -4%
AHB
847
Abner Herrman & Brock
New Jersey
$1.27M +$764K +20,434 +150%
CWM
848
Circle Wealth Management
New Jersey
$1.27M -$87.8K -2,348 -6%
MAWCM
849
Mine & Arao Wealth Creation & Management
California
$1.26M -$26.4K -707 -2%
NHC
850
Nicholas Hoffman & Company
Georgia
$1.26M +$114K +3,048 +10%