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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 %
VA
1176
Valmark Advisers
Ohio
$561K -$76.4K -2,043 -12%
WA
1177
Waverly Advisors
Alabama
$561K +$185K +4,945 +49%
MW
1178
Marcum Wealth
Ohio
$561K +$77.2K +2,065 +16%
JWM
1179
Jupiter Wealth Management
Colorado
$561K -$1.03M -27,487 -65%
RIA
1180
Richwood Investment Advisors
Ohio
$560K -$11.2K -300 -2%
SB
1181
Simmons Bank
Arkansas
$558K -$57.3K -1,534 -9%
AC
1182
Abbrea Capital
California
$558K -$17.9K -480 -3%
ET
1183
Equitable Trust
Tennessee
$557K -$4.3K -115 -0.8%
HWAM
1184
Hennion & Walsh Asset Management
New Jersey
$557K -$13.4K -360 -2%
Fayez Sarofim & Co
1185
Fayez Sarofim & Co
Texas
$555K -$47.8K -1,280 -8%
MTC
1186
McDaniel Terry & Co
Texas
$554K +$554K +14,808 New
IIA
1187
IPG Investment Advisors
California
$553K +$74.8K +2,000 +16%
FSA
1188
Fort Sheridan Advisors
Illinois
$553K +$116K +3,100 +27%
LWM
1189
Liberty Wealth Management
California
$552K +$552K +14,773 New
PFM
1190
Parsec Financial Management
North Carolina
$552K -$27.7K -741 -5%
FAT
1191
First American Trust
California
$548K -$8.24M -220,645 -94%
JFA
1192
JNBA Financial Advisors
Minnesota
$548K -$15.1K -404 -3%
NWM
1193
Northwest Wealth Management
Iowa
$548K -$31K -829 -5%
BFA
1194
Bragg Financial Advisors
North Carolina
$547K +$1.87K +50 +0.3%
MC
1195
Machina Capital
France
$545K -$45.2K -1,208 -8%
WAM
1196
Wakefield Asset Management
Colorado
$544K +$544K +14,559 New
IWA
1197
IVC Wealth Advisors
Pennsylvania
$541K -$355K -9,506 -40%
GI
1198
Gradient Investments
Minnesota
$540K -$299 -8 -0.1%
BIP
1199
Blueprint Investment Partners
North Carolina
$539K +$7.66K +205 +1%
LA
1200
LexAurum Advisors
Kansas
$539K +$411 +11 +0.1%