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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 %
AI
1076
Accredited Investors
Minnesota
$695K -$38.1K -1,018 -5%
WA
1077
WP Advisors
California
$693K -$117K -3,125 -14%
PFSC
1078
Peoples Financial Services Corp
Pennsylvania
$693K +$6.54K +175 +1%
CAG
1079
Csenge Advisory Group
Florida
$692K -$98.2K -2,627 -12%
Empower Advisory Group
1080
Empower Advisory Group
Colorado
$691K +$691K +18,330 New
PWP
1081
Principle Wealth Partners
Connecticut
$686K
DWA
1082
Delap Wealth Advisory
Oregon
$686K +$686K +18,350 New
HBT
1083
Heartland Bank & Trust
Illinois
$684K +$69.3K +1,853 +11%
1IA
1084
1834 Investment Advisors
Wisconsin
$683K +$683K +18,269 New
DMBA
1085
Deseret Mutual Benefit Administrators
Utah
$683K +$12.9K +346 +2%
SN
1086
Sittner & Nelson
Oregon
$679K -$14.7K -393 -2%
PAM
1087
Palisade Asset Management
Minnesota
$678K -$39.2K -1,050 -5%
ROTUOC
1088
Regents of the University of California
California
$677K
ECU
1089
Eisler Capital (US)
New York
$676K +$676K +18,080 New
AT
1090
Arden Trust
Delaware
$673K -$223K -5,956 -25%
BOC
1091
Barbara Oil Co
Illinois
$673K
TH
1092
TCTC Holdings
Texas
$671K +$212K +5,663 +46%
ZIC
1093
ZWJ Investment Counsel
Georgia
$670K -$215K -5,763 -24%
CII
1094
Capital International Inc
California
$670K -$60.7K -1,625 -8%
GC
1095
Gilbert & Cook
Iowa
$670K -$3.96K -106 -0.6%
SFG
1096
Summit Financial Group
West Virginia
$669K
Fisher Asset Management
1097
Fisher Asset Management
Washington
$668K -$152K -4,072 -19%
NSIM
1098
North Star Investment Management
Illinois
$668K +$15.1K +404 +2%
VCM
1099
Vetamer Capital Management
California
$667K -$2.39M -63,896 -78%
FMTC
1100
Farmers & Merchants Trust Company
California
$666K -$39.4K -1,055 -6%