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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 %
MC
951
Martin & Co
Tennessee
$951K -$22.5K -601 -2%
CAAS
952
Capital Asset Advisory Services
Michigan
$948K +$171K +4,573 +22%
ANTB
953
AMG National Trust Bank
Colorado
$947K -$670K -17,932 -41%
TCBWMS
954
Texas Capital Bank Wealth Management Services
Texas
$946K +$946K +25,304 New
JWCA
955
J.W. Cole Advisors
Florida
$937K +$108K +2,888 +13%
SBIA
956
Sheaff Brock Investment Advisors
Indiana
$936K +$6.24K +167 +0.7%
BC
957
Bartlett & Co
Ohio
$935K -$2.77K -74 -0.3%
BCWM
958
Bartlett & Co Wealth Management
Ohio
$935K -$2.77K -74 -0.3%
NL
959
NVWM LLC
Pennsylvania
$931K -$8.45K -226 -0.9%
GSEP
960
Golden State Equity Partners
California
$927K +$927K +24,804 New
SC
961
Sawyer & Company
Massachusetts
$926K -$6.18K -160 -0.7%
DWP
962
Daymark Wealth Partners
Ohio
$924K +$410K +10,970 +80%
RIA
963
Realta Investment Advisors
Delaware
$919K -$108K -2,879 -10%
VFA
964
Voya Financial Advisors
Connecticut
$918K -$243K -6,509 -21%
CC
965
Cadinha & Co
Hawaii
$915K
TAM
966
Tealwood Asset Management
Minnesota
$912K
SM
967
Sweeney & Michel
California
$909K +$909K +22,025 New
AI
968
Atom Investors
Texas
$908K +$693K +18,543 +322%
BMM
969
Buffington Mohr McNeal
Idaho
$908K
MYLI
970
Meiji Yasuda Life Insurance
Japan
$906K +$88.5K +2,369 +11%
IA
971
Insight Advisors
Pennsylvania
$901K -$17.7K -474 -2%
AA
972
Argent Advisors
Louisiana
$900K +$80.6K +2,157 +10%
RIL
973
Rothschild Investment LLC
Illinois
$900K +$9.04K +242 +1%
QL
974
Quarry LP
New York
$891K +$593K +15,855 +199%
TCPWM
975
Traverso Chambers Private Wealth Management
California
$889K +$11.7K +312 +1%