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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 %
PCM
1326
Pointe Capital Management
Michigan
$406K -$1.76K -47 -0.4%
LJAC
1327
L.J. Altfest & Co
New York
$406K +$74.6K +1,997 +23%
AMIM
1328
Aull & Monroe Investment Management
Alabama
$406K -$1.76K -47 -0.4%
LFA
1329
LGT Financial Advisors
Texas
$405K
IF
1330
Intrua Financial
Texas
$404K +$39K +1,039 +11%
FDS
1331
First Dallas Securities
Texas
$404K +$9.35K +250 +2%
MCM
1332
Mengis Capital Management
Oregon
$404K -$170K -4,549 -30%
WBC
1333
West Branch Capital
Massachusetts
$401K +$15.8K +423 +4%
PP
1334
Pacifica Partners
Canada
$401K +$336K +8,915 +521%
GTAM
1335
Global Trust Asset Management
Florida
$400K -$4.6K -123 -1%
HTI
1336
Hikari Tsushin Inc
Japan
$397K
VBFP
1337
Valtinson Bruner Financial Planning
Minnesota
$396K -$198K -5,295 -33%
RMDI
1338
R.M. Davis Inc
Maine
$396K
CCFM
1339
Clear Creek Financial Management
Washington
$396K +$29.2K +780 +8%
HIA
1340
Harbor Investment Advisory
Maryland
$395K -$561 -15 -0.1%
MAM
1341
McCarthy Asset Management
California
$395K -$4.9K -131 -1%
CBA
1342
Coastal Bridge Advisors
Connecticut
$395K
FFM
1343
Flagstone Financial Management
Nebraska
$394K +$37 +1 +0%
VAM
1344
Vontobel Asset Management
New York
$394K -$13.5K -361 -3%
RCG
1345
Regatta Capital Group
California
$393K
LCWP
1346
Legacy Capital Wealth Partners
Arkansas
$391K +$391K +10,471 New
OWP
1347
Obermeyer Wealth Partners
Colorado
$390K -$36.6K -978 -9%
WP
1348
WealthSpring Partners
California
$390K -$20.8K -556 -5%
TFO
1349
Tarbox Family Office
California
$389K +$37 +1 +0%
JCM
1350
Jacobi Capital Management
Pennsylvania
$388K -$82.6K -2,211 -18%