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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 %
BP
1151
Ballentine Partners
Massachusetts
$599K -$511K -13,670 -46%
KFSC
1152
Keystone Financial Services (Colorado)
Colorado
$597K +$8.67K +232 +1%
PWLP
1153
Prio Wealth Limited Partnership
Massachusetts
$596K -$102K -2,718 -15%
WSTAM
1154
Wilbanks Smith & Thomas Asset Management
Virginia
$593K -$42.9K -1,149 -7%
FMLI
1155
Fukoku Mutual Life Insurance
Japan
$592K
MCM
1156
MV Capital Management
Maryland
$592K +$52.6K +1,408 +10%
HCM
1157
Hodges Capital Management
Texas
$589K -$2.84M -78,760 -83%
DS
1158
DRW Securities
Illinois
$586K +$586K +15,674 New
CT
1159
Cambridge Trust
Massachusetts
$586K -$90.6K -2,423 -13%
VPP
1160
Vertex Planning Partners
Illinois
$584K -$94.7K -2,534 -14%
ACM
1161
Alethea Capital Management
Washington
$584K +$584K +15,620 New
WPW
1162
Waldron Private Wealth
Pennsylvania
$584K -$1.5K -40 -0.3%
RT
1163
Rockland Trust
Massachusetts
$583K -$18.7K -500 -3%
LF
1164
Lantz Financial
Illinois
$582K -$22.2K -594 -4%
HSA
1165
Hussman Strategic Advisors
Maryland
$579K -$392K -10,500 -40%
EI
1166
Ethic Inc
New York
$578K -$1.23K -33 -0.2%
CWM
1167
Cornerstone Wealth Management
Missouri
$578K +$578K +15,459 New
AUB
1168
Atlantic Union Bankshares
Virginia
$576K +$576K +15,405 New
AWM
1169
Axxcess Wealth Management
California
$574K +$27.2K +728 +5%
DI
1170
Diligent Investors
California
$573K +$4.11K +110 +0.7%
TAM
1171
Tocqueville Asset Management
New York
$570K +$12K +321 +2%
MSE
1172
MUFG Securities EMEA
United Kingdom
$567K +$169K +4,520 +42%
FCA
1173
FinTrust Capital Advisors
South Carolina
$565K
MG
1174
Mather Group
Illinois
$563K -$742K -19,862 -57%
CA
1175
Claro Advisors
Massachusetts
$562K -$112 -3 -0%