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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 %
GAG
1126
GM Advisory Group
New York
$633K +$2.84K +76 +0.5%
SIA
1127
Strategic Investment Advisors
Michigan
$632K -$8.04K -215 -1%
PFA
1128
Pure Financial Advisors
California
$631K +$78.9K +2,111 +14%
SVWAG
1129
Sound View Wealth Advisors Group
Georgia
$630K +$330K +8,818 +110%
GVAG
1130
Great Valley Advisor Group
Delaware
$628K +$8.82K +236 +1%
KMWM
1131
Keudell/Morrison Wealth Management
Oregon
$628K +$21.2K +568 +4%
PCP
1132
Proficio Capital Partners
Massachusetts
$625K -$22.4K -598 -3%
PMA
1133
Prudent Man Advisors
Illinois
$625K -$12K -322 -2%
TFCP
1134
Twin Focus Capital Partners
Massachusetts
$624K +$338K +9,048 +118%
IAIM
1135
Industrial Alliance Investment Management
Quebec, Canada
$622K +$573K +15,321 +1,163%
CIA
1136
Cascade Investment Advisors
Oregon
$621K
OWA
1137
One Wealth Advisors
California
$618K +$80.5K +2,153 +15%
CCG
1138
Ceeto Capital Group
Florida
$617K +$18.8K +503 +3%
JWA
1139
JFS Wealth Advisors
Pennsylvania
$614K -$1.98K -53 -0.3%
MCM
1140
Mainstay Capital Management
Michigan
$614K -$26.2K -700 -4%
DWA
1141
Douglass Winthrop Advisors
New York
$613K -$18.7K -500 -3%
GPA
1142
Garrison Point Advisors
California
$613K
HCM
1143
Hutner Capital Management
Vermont
$612K -$1.87K -50 -0.3%
IAS
1144
Insigneo Advisory Services
Florida
$611K +$153K +4,104 +34%
SG
1145
Stonnington Group
California
$607K
ECG
1146
Edge Capital Group
Georgia
$607K -$35.6K -952 -6%
NSAM
1147
North Star Asset Management
Wisconsin
$603K -$76.8K -2,055 -11%
WA1
1148
Wimmer Associates 1
California
$600K -$12.6K -325 -2%
EW
1149
Element Wealth
Mississippi
$599K +$3.44K +92 +0.6%
NCM
1150
Neumann Capital Management
California
$599K