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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 %
SRC
1001
Sage Rhino Capital
California
$834K +$61.1K +1,634 +8%
AP
1002
Appleton Partners
Massachusetts
$828K -$18.2K -487 -2%
FCI
1003
Financial Counselors Inc
Kansas
$825K -$113K -3,019 -12%
DA
1004
Duality Advisers
Florida
$825K -$1.75M -46,787 -68%
AIC
1005
Argus Investors Counsel
New York
$825K +$710 +19 +0.1%
EM
1006
Excalibur Management
Massachusetts
$824K -$11.2K -300 -1%
VLC
1007
Van Leeuwen & Company
New Jersey
$823K +$823K +22,019 New
JIP
1008
Jaffetilchin Investment Partners
Florida
$822K +$4.52K +121 +0.6%
RL
1009
Ruffer LLP
United Kingdom
$822K
HAG
1010
HF Advisory Group
Maryland
$820K +$188K +5,025 +30%
Jones Financial Companies
1011
Jones Financial Companies
Missouri
$819K -$4.19K -112 -0.5%
GLLW
1012
Graves Light Lenhart Wealth
Virginia
$817K +$112 +3 +0%
PMG
1013
Private Management Group
California
$817K -$863K -23,092 -51%
QCM
1014
Qsemble Capital Management
New York
$815K -$703K -18,800 -46%
GA
1015
GFS Advisors
Texas
$813K
FNBSF
1016
First National Bank Sioux Falls
South Dakota
$810K -$42.2K -1,130 -5%
GLR
1017
Great Lakes Retirement
Ohio
$807K +$807K +21,584 New
WHG
1018
Westwood Holdings Group
Texas
$797K -$30K -803 -4%
SFA
1019
Seneca Financial Advisors
New York
$795K +$795K +21,273 New
KIG
1020
Kennedy Investment Group
New Jersey
$795K -$33.1K -885 -4%
BBA
1021
BLB&B Advisors
Pennsylvania
$791K -$16.7K -446 -2%
T
1022
TOBAM
France
$787K
ONST
1023
Old North State Trust
North Carolina
$787K +$62.1K +1,661 +9%
GFA
1024
Gallagher Fiduciary Advisors
Illinois
$784K +$784K +20,970 New
LWANC
1025
Laurel Wealth Advisors (North Carolina)
North Carolina
$783K -$146K -3,900 -16%