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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 %
HT
1251
HAP Trading
New York
$484K +$484K +12,935 New
SSWM
1252
Sheets Smith Wealth Management
North Carolina
$482K +$112 +3 +0%
WIM
1253
WealthPlan Investment Management
Nebraska
$480K -$857K -22,921 -64%
HH
1254
Hilltop Holdings
Texas
$480K -$3.93K -105 -0.8%
FLI
1255
Family Legacy Inc
South Carolina
$478K
RC
1256
Rovin Capital
Arizona
$478K -$27.9K -746 -6%
WIC
1257
Woodmont Investment Counsel
Tennessee
$477K -$3.74K -100 -0.8%
CFGS
1258
Concourse Financial Group Securities
Alabama
$477K +$13.9K +373 +3%
SFO
1259
Stokes Family Office
Louisiana
$476K -$43.6K -1,166 -8%
FSCM
1260
Front Street Capital Management
Montana
$474K -$17.8K -475 -4%
PWMAG
1261
Pinnacle Wealth Management Advisory Group
New Jersey
$474K +$137K +3,671 +41%
HCM
1262
Highlander Capital Management
New Jersey
$472K -$7.47K -200 -2%
WI
1263
Wintrust Investments
Illinois
$470K +$470K +12,576 New
RWA
1264
River Wealth Advisors
Pennsylvania
$469K +$138K +3,695 +42%
PWW
1265
Pettyjohn Wood & White
Virginia
$468K -$13K -349 -3%
AAF
1266
Andra AP-fonden
Sweden
$467K +$467K +12,500 New
CBT
1267
CoreFirst Bank & Trust
Kansas
$467K -$50.5K -1,350 -10%
SMC
1268
Smith, Moore & Co
Missouri
$466K +$129K +3,461 +38%
SAS
1269
Stelac Advisory Services
New York
$463K
MAA
1270
Mraz Amerine & Associates
California
$460K -$8.78K -235 -2%
PGIM
1271
Pacific Global Investment Management
California
$459K +$87.8K +2,348 +24%
SCM
1272
Sebold Capital Management
Illinois
$459K +$37 +1 +0%
9WM
1273
9258 Wealth Management
Ohio
$458K +$3.03K +81 +0.7%
CWM
1274
C2C Wealth Management
Arizona
$458K -$10.2K -259 -2%
RMC
1275
Resources Management Corp
Connecticut
$456K -$2.54M -28,982 -85%