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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 %
WBG
1101
Wharton Business Group
Pennsylvania
$665K
GFP
1102
Gryphon Financial Partners
Ohio
$664K +$15K +402 +2%
EFS
1103
Essex Financial Services
Connecticut
$659K -$1.46K -39 -0.2%
LD
1104
Lipe & Dalton
New York
$658K
AIIMS
1105
Analyst IMS Investment Management Services
Israel
$657K -$63.9K -1,708 -9%
Koshinski Asset Management
1106
Koshinski Asset Management
Illinois
$656K +$31K +828 +5%
PWA
1107
Providence Wealth Advisors
Illinois
$655K +$47.8K +1,140 +8%
BWP
1108
Baldwin Wealth Partners
Massachusetts
$655K
IVP
1109
Intrinsic Value Partners
Arizona
$654K -$18.5K -495 -3%
CW
1110
CreativeOne Wealth
Kansas
$653K +$4.41K +118 +0.7%
XF
1111
XML Financial
Maryland
$652K -$53.3K -1,442 -8%
CT
1112
Chicago Trust
Illinois
$652K +$80K +2,141 +14%
AG
1113
Algert Global
California
$647K +$647K +17,300 New
CA
1114
Cumberland Advisors
Florida
$647K -$18.7K -500 -3%
AF
1115
Advisornet Financial
Minnesota
$646K +$28K +750 +5%
HSA
1116
HBK Sorce Advisory
Pennsylvania
$642K -$506K -13,533 -44%
Legacy Financial Group (Iowa)
1117
Legacy Financial Group (Iowa)
Iowa
$642K +$37 +1 +0%
CC
1118
Chicago Capital
Illinois
$642K
CL
1119
CSS LLC
Illinois
$638K -$212K -5,664 -25%
CW
1120
CIC Wealth
Maryland
$637K -$23.8K -637 -4%
SYBT
1121
Stock Yards Bank & Trust
Kentucky
$637K +$47K +1,259 +8%
AWA
1122
Arkadios Wealth Advisors
Georgia
$636K +$17.2K +460 +3%
ESB
1123
Essex Savings Bank
Connecticut
$635K +$111K +2,959 +21%
DWM
1124
Dakota Wealth Management
Florida
$634K +$64.9K +1,735 +11%
MWM
1125
Meridian Wealth Management
Kentucky
$633K +$38.4K +1,028 +6%