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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 %
WT
976
Washington Trust
Rhode Island
$888K -$87.1K -2,331 -9%
FBT
977
First Bank & Trust
South Dakota
$885K -$1.01K -27 -0.1%
CWM
978
Congress Wealth Management
Massachusetts
$880K +$210K +5,608 +31%
TCM
979
Telos Capital Management
California
$874K
DTC
980
Davidson Trust Company
Washington
$874K +$213K +5,689 +32%
PCFFS
981
Pacific Center for Financial Services
California
$873K +$873K +23,360 New
FB
982
Fulton Bank
Pennsylvania
$870K +$8.93K +239 +1%
MPAM
983
Murphy Pohlad Asset Management
Minnesota
$868K +$295K +7,900 +52%
VT
984
Vise Technologies
New York
$865K +$138K +3,704 +19%
DGAM
985
Desjardins Global Asset Management
Quebec, Canada
$865K -$197K -5,265 -19%
ECM
986
Evergreen Capital Management
Washington
$864K +$17K +456 +2%
CCM
987
Chiron Capital Management
Florida
$863K +$277K +7,413 +47%
SIC
988
Salem Investment Counselors
North Carolina
$863K +$16.8K +449 +2%
PK
989
Pflug Koory
Nebraska
$859K -$9.35K -250 -1%
MMA
990
Miracle Mile Advisors
California
$858K +$92.6K +2,477 +12%
SFA
991
Source Financial Advisors
New York
$854K +$34.4K +920 +4%
SS
992
Sunbelt Securities
Texas
$849K -$31.8K -850 -4%
WP
993
WealthPLAN Partners
Nebraska
$848K -$489K -13,082 -37%
WP
994
Westmount Partners
California
$846K -$77.2K -2,064 -8%
CG
995
Colony Group
Massachusetts
$845K -$176K -4,709 -17%
IAMOG
996
Investors Asset Management of Georgia
Georgia
$843K -$3.66K -98 -0.4%
RPCONE
997
Retirement Planning Company of New England
Rhode Island
$842K -$1.94K -52 -0.2%
LS
998
Livforsakringsbolaget Skandia
Sweden
$841K
RPC
999
Rossmore Private Capital
Connecticut
$840K
PTB
1000
Pioneer Trust Bank
Oregon
$837K -$2.99M -80,056 -78%