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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 %
MM
1276
MQS Management
New York
$455K -$142K -3,790 -24%
KA
1277
Kovack Advisors
Florida
$455K +$8.49K +227 +2%
SC
1278
SouthState Corp
Florida
$451K
CFG
1279
Citizens Financial Group
Rhode Island
$451K -$135K -3,613 -23%
BCG
1280
Breakwater Capital Group
New Jersey
$450K +$38.4K +1,026 +9%
NAS
1281
Nicolet Advisory Services
Wisconsin
$449K +$9.93K +262 +2%
AWM
1282
Alterna Wealth Management
Texas
$449K -$50.7K -1,355 -10%
NIM
1283
Northeast Investment Management
Massachusetts
$449K
CNBT
1284
Canandaigua National Bank & Trust
New York
$449K +$449K +12,017 New
SXL
1285
Summit X LLC
Missouri
$449K +$141K +3,779 +46%
JC
1286
Jacobs & Co
California
$447K +$1.23K +33 +0.3%
ISB
1287
Iowa State Bank
Iowa
$442K +$5.79K +155 +1%
GSC
1288
G&S Capital
Colorado
$441K -$2.3M -61,602 -84%
LA
1289
Lakeside Advisors
Washington
$441K -$32.4K -867 -7%
JIC
1290
Johnson Investment Counsel
Ohio
$440K -$46.4K -1,241 -10%
DLA
1291
Douglas Lane & Associates
New York
$440K +$5.16K +138 +1%
MCM
1292
Monarch Capital Management
Indiana
$440K -$486K -13,004 -53%
FTC
1293
Farmers Trust Company
Ohio
$439K
LCM
1294
Leisure Capital Management
California
$439K
PIA
1295
Perennial Investment Advisors
California
$438K -$3.55K -95 -0.8%
DBIA
1296
Dumont & Blake Investment Advisors
New Jersey
$438K -$3.29K -88 -0.7%
PWP
1297
Pursue Wealth Partners
California
$437K +$6.73K +180 +2%
IHWM
1298
Iron Horse Wealth Management
Iowa
$436K +$15.9K +426 +4%
ST
1299
Spinnaker Trust
Maine
$435K
PTP
1300
Platform Technology Partners
New York
$434K +$35.4K +946 +9%