WFC icon

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 %
VNA
901
Valley National Advisers
Pennsylvania
$1.1M -$11.7K -281 -1%
IIC
902
Ironwood Investment Counsel
Arizona
$1.09M +$102K +2,732 +10%
NB
903
Nicolet Bankshares
Wisconsin
$1.09M -$15.5K -414 -1%
RCM
904
RNC Capital Management
California
$1.09M -$42.1K -1,127 -4%
LIM
905
Leavell Investment Management
Alabama
$1.08M -$18.2K -487 -2%
ACS
906
Archford Capital Strategies
Illinois
$1.08M +$59.2K +1,605 +6%
NCM
907
Narwhal Capital Management
Georgia
$1.08M +$133K +3,548 +14%
OC
908
Oarsman Capital
Wisconsin
$1.08M +$18.7K +499 +2%
SP
909
Symmetry Partners
Connecticut
$1.07M -$92.6K -2,477 -8%
SFA
910
Sequoia Financial Advisors
Ohio
$1.06M -$220K -5,890 -17%
SW
911
SteelPeak Wealth
California
$1.06M +$244K +6,539 +30%
FCBT
912
First Citizens Bank & Trust
North Carolina
$1.06M -$60K -1,605 -5%
MAM
913
Mark Asset Management
New York
$1.06M -$1.51M -40,408 -59%
SWM
914
Spire Wealth Management
Virginia
$1.05M +$477K +12,749 +83%
OAM
915
Ostrum Asset Management
France
$1.04M +$1.04M +27,952 New
CNBTD
916
Citizens National Bank Trust Department
Mississippi
$1.03M -$3.74K -100 -0.4%
SIA
917
Schechter Investment Advisors
Michigan
$1.03M -$347K -9,286 -25%
EML
918
Eos Management LP
New York
$1.03M
SIM
919
Sterling Investment Management
Arizona
$1.02M -$16.6K -444 -2%
RCAG
920
Rehmann Capital Advisory Group
Michigan
$1.02M +$49K +1,311 +5%
H
921
HoyleCohen
California
$1.02M -$24.4K -653 -2%
NCM
922
Northside Capital Management
Oregon
$1.01M
JWM
923
Jeppson Wealth Management
California
$1.01M -$17.9K -480 -2%
TCOT
924
Trust Company of Toledo
Ohio
$1.01M +$7.48K +200 +0.7%
WI
925
WrapManager Inc
California
$1.01M +$63.2K +1,690 +7%