WFC icon

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 %
CSPIA
1301
Cary Street Partners Investment Advisory
Virginia
$433K +$1.35K +36 +0.3%
WB
1302
West Bancorporation
Iowa
$432K -$57.6K -1,541 -12%
DFG
1303
Delta Financial Group
New Jersey
$431K +$38K +1,017 +10%
AWA
1304
Alaska Wealth Advisors
Alaska
$430K -$394K -10,538 -48%
BHBT
1305
Burke & Herbert Bank & Trust
Virginia
$429K -$2.69K -72 -0.6%
BMC
1306
Beaton Management Company
Massachusetts
$428K
BOH
1307
Bank of Hawaii
Hawaii
$426K +$5.53K +148 +1%
CW
1308
Connectus Wealth
Ohio
$425K -$2.16M -57,657 -84%
AWS
1309
AJ Wealth Strategies
New York
$425K +$1.08K +29 +0.3%
CFA
1310
Cahill Financial Advisors
Minnesota
$425K +$1.05K +28 +0.2%
HW
1311
Hancock Whitney
Mississippi
$423K -$298K -7,985 -41%
PPP
1312
Private Portfolio Partners
New Jersey
$422K -$8K -214 -2%
JSW
1313
Journey Strategic Wealth
New Jersey
$420K +$39.2K +1,048 +10%
NIC
1314
Northwest Investment Counselors
Oregon
$418K -$128K -3,411 -23%
PAIM
1315
Punch & Associates Investment Management
Minnesota
$417K +$37.4K +1,000 +10%
OFG
1316
Oxford Financial Group
Indiana
$417K -$22.4K -599 -5%
AWAP
1317
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$416K +$11.6K +311 +3%
TCOV
1318
Trust Company of Vermont
Vermont
$414K -$12.4K -331 -3%
ZB
1319
Zions Bancorporation
Utah
$414K -$103K -2,763 -20%
BP
1320
BBR Partners
New York
$414K -$76K -2,034 -16%
RCM
1321
Radnor Capital Management
Pennsylvania
$412K
KSWA
1322
Kathleen S. Wright Associates
Pennsylvania
$410K
CB
1323
Centennial Bank
Arkansas
$408K -$196K -5,254 -32%
WAG
1324
Wallace Advisory Group
California
$407K +$44.3K +1,186 +12%
WB
1325
Webster Bank
Connecticut
$407K -$54.2K -1,450 -12%