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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 %
MS
1226
Maven Securities
Jersey
$507K +$507K +13,571 New
AG
1227
Ascent Group
Virginia
$507K -$36.8K -984 -7%
CIP
1228
Convergence Investment Partners
Florida
$504K -$2.02K -54 -0.4%
MBT
1229
Montecito Bank & Trust
California
$503K +$56.1K +1,500 +13%
PCS
1230
Personal CFO Solutions
New Jersey
$503K +$89K +2,380 +21%
FFA
1231
First Foundation Advisors
California
$503K -$195K -5,226 -28%
CPA
1232
Cardiff Park Advisors
California
$502K +$635 +17 +0.1%
AIA
1233
AIMZ Investment Advisors
California
$502K
ISL
1234
Ingalls & Snyder LLC
New York
$498K +$13.5K +362 +3%
KC
1235
Knuff & Co
California
$497K
HWP
1236
Highline Wealth Partners
California
$497K +$74.8K +2,001 +18%
WA
1237
Wealth Alliance
New York
$497K +$25.3K +678 +5%
GLA
1238
Good Life Advisors
Pennsylvania
$495K +$9.68K +259 +2%
GL
1239
Graypoint LLC
New York
$495K +$66.7K +1,784 +16%
CC
1240
Cannell & Co
New York
$495K
OPCM
1241
Osborne Partners Capital Management
California
$493K +$20.4K +546 +4%
PWM
1242
Purus Wealth Management
California
$493K +$3.14K +84 +0.6%
WAM
1243
Weatherly Asset Management
California
$492K
CA
1244
Carson Advisory
Georgia
$492K -$63.2K -1,692 -11%
LWCFA
1245
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$491K -$352K -9,419 -42%
FMWA
1246
Forvis Mazars Wealth Advisors
Missouri
$489K -$7.63K -204 -2%
GS
1247
Gagnon Securities
New York
$488K -$135K -3,602 -22%
WG
1248
Welch Group
Alabama
$487K +$1.2K +32 +0.2%
CCM
1249
Chilton Capital Management
Texas
$486K -$12.1K -325 -2%
FNBT
1250
FineMark National Bank & Trust
Florida
$484K -$897 -24 -0.2%