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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 %
SL
1051
Sentry LLC
Tennessee
$736K +$736K +19,684 New
IFU
1052
iSAM Funds (UK)
United Kingdom
$735K +$735K +19,669 New
LI
1053
Lafayette Investments
Maryland
$734K -$29.9K -800 -4%
LSAG
1054
Lake Street Advisors Group
New Hampshire
$734K -$55.4K -1,480 -7%
AP
1055
Adero Partners
California
$732K -$4.6K -123 -0.6%
CAM
1056
Chou Associates Management
Ontario, Canada
$730K
MSR
1057
Main Street Research
Connecticut
$725K -$262K -6,997 -27%
IWM
1058
IHT Wealth Management
Illinois
$720K +$112K +3,005 +18%
MMPW
1059
Mitchell McLeod Pugh & Williams
Alabama
$720K -$2.47K -66 -0.3%
AAS
1060
Ameritas Advisory Services
Nebraska
$719K -$39.3K -1,002 -5%
GCM
1061
Glynn Capital Management
California
$716K
1SB
1062
1ST Source Bank
Indiana
$716K -$330K -8,829 -32%
TFS
1063
Thoroughbred Financial Services
Tennessee
$714K +$146K +3,894 +26%
VIM
1064
VELA Investment Management
Ohio
$714K +$167K +4,467 +31%
TIM
1065
Triad Investment Management
California
$712K
GSWM
1066
Greenup Street Wealth Management
Michigan
$711K +$9.64K +258 +1%
AC
1067
Annandale Capital
Texas
$710K +$299 +8 +0%
Loomis, Sayles & Company
1068
Loomis, Sayles & Company
Massachusetts
$709K +$697K +18,657 +5,942%
WPC
1069
Wedmont Private Capital
Pennsylvania
$708K -$139K -3,592 -16%
EWA
1070
EverSource Wealth Advisors
Alabama
$707K +$31.3K +837 +5%
SWA
1071
Stratos Wealth Advisors
Ohio
$703K -$19.7K -526 -3%
MMHP
1072
Murphy Middleton Hinkle & Parker
Georgia
$703K
MPWT
1073
MassMutual Private Wealth & Trust
Connecticut
$700K -$93.2K -2,494 -12%
BCM
1074
Boltwood Capital Management
California
$699K +$41.1K +1,100 +6%
LI
1075
LMCG Investments
Massachusetts
$696K -$41.6K -1,114 -6%