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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 %
HI
1026
Harbour Investments
Wisconsin
$781K +$20.1K +537 +3%
BB
1027
Busey Bank
Illinois
$779K +$4.82K +129 +0.6%
SM
1028
Sciencast Management
New Jersey
$776K +$776K +20,800 New
APC
1029
Aspire Private Capital
North Carolina
$772K +$118K +3,155 +18%
RAG
1030
RIA Advisory Group
Iowa
$771K +$771K +20,616 New
WWM
1031
Western Wealth Management
Colorado
$770K +$252K +6,738 +49%
CS
1032
Comerica Securities
Michigan
$764K +$15.4K +413 +2%
LPT
1033
Legacy Private Trust
Wisconsin
$763K +$89.6K +2,398 +13%
TCM
1034
Triumph Capital Management
Colorado
$759K -$54.7K -1,462 -7%
LIA
1035
LS Investment Advisors
Michigan
$756K
IRC
1036
Investors Research Corp
Georgia
$755K -$9.35K -250 -1%
BCM
1037
Brookstone Capital Management
Illinois
$755K +$15.9K +385 +2%
PWG
1038
Private Wealth Group
Florida
$752K
BBNA
1039
Bremer Bank National Association
Minnesota
$752K
CRWM
1040
Castle Rock Wealth Management
California
$750K +$13.4K +348 +2%
SPC
1041
Stewart & Patten Company
California
$749K -$7.29K -195 -1%
GIA
1042
GHP Investment Advisors
Colorado
$749K -$8.37K -224 -1%
BA
1043
Bristlecone Advisors
Washington
$749K -$20.3K -544 -3%
FNT
1044
First National Trust
Pennsylvania
$748K -$25K -670 -3%
HA
1045
Harbor Advisors
Florida
$748K
MA
1046
Mutual Advisors
Nebraska
$742K -$249K -6,654 -25%
PCIA
1047
Prime Capital Investment Advisors
Kansas
$741K +$83.1K +2,224 +13%
DG
1048
DMC Group
Alabama
$741K +$153K +4,056 +26%
CCWA
1049
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$741K +$741K +19,824 New
CIAS
1050
Capital Investment Advisory Services
North Carolina
$739K -$53.8K -1,439 -7%