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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 %
EA
1201
Eclectic Associates
California
$538K +$29K +777 +6%
LF
1202
LifeSteps Financial
California
$536K -$4.86K -130 -0.9%
KOC
1203
Koss-Olinger Consulting
Florida
$535K +$3.74K +100 +0.7%
BCM
1204
Becker Capital Management
Oregon
$534K
FNA
1205
First National Advisers
Nebraska
$532K +$19.5K +521 +4%
CT
1206
Coastline Trust
Rhode Island
$532K -$16.1K -430 -3%
BTW
1207
Boston Trust Walden
Massachusetts
$531K +$168K +4,507 +46%
BMA
1208
Brooks Moore & Associates
Tennessee
$531K -$4.67K -125 -0.9%
CWS
1209
Cypress Wealth Services
California
$529K +$29.4K +786 +6%
CIA
1210
Cladis Investment Advisory
Montana
$528K -$99.8K -2,670 -16%
QPWM
1211
Quadrant Private Wealth Management
Pennsylvania
$523K
PIC
1212
PCJ Investment Counsel
Ontario, Canada
$523K -$2.47M -66,000 -83%
AIM
1213
Anchor Investment Management
South Carolina
$523K +$72.3K +1,934 +16%
WBCM
1214
Wilson & Boucher Capital Management
California
$521K +$2.62K +70 +0.5%
BCA
1215
Bay Colony Advisors
Massachusetts
$520K +$115K +3,082 +28%
SWM
1216
Shakespeare Wealth Management
Wisconsin
$520K
OCM
1217
Osterweis Capital Management
California
$519K
BFM
1218
Boothbay Fund Management
New York
$519K +$229K +6,124 +79%
HCP
1219
Hexagon Capital Partners
Arkansas
$517K -$29.9K -799 -5%
WAP
1220
Wealthcare Advisory Partners
Pennsylvania
$516K +$5.42K +145 +1%
JSL
1221
JT Stratford LLC
Georgia
$513K -$48.7K -1,302 -9%
AC
1222
Allstate Corporation
Illinois
$513K -$4.79M -128,125 -90%
WLPWM
1223
Walled Lake Planning & Wealth Management
Illinois
$511K +$511K +13,664 New
Parallax Volatility Advisers
1224
Parallax Volatility Advisers
California
$510K -$16.9M -451,195 -97%
MWM
1225
Madison Wealth Management
Ohio
$510K +$40.9K +1,095 +9%