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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 %
ATFA
1351
All Terrain Financial Advisors
Minnesota
$388K -$8.41K -225 -2%
FPCP
1352
Fort Point Capital Partners
California
$387K +$635 +17 +0.2%
FIM
1353
Freedom Investment Management
Connecticut
$385K -$28.3K -756 -7%
AIM
1354
Athena Investment Management
California
$384K
SC
1355
Steph & Co
Wisconsin
$383K
SMA
1356
Sage Mountain Advisors
Georgia
$383K +$155K +4,142 +68%
IFWM
1357
Institute for Wealth Management
Colorado
$383K +$38.5K +1,029 +11%
QC
1358
Quent Capital
New York
$383K +$183K +4,897 +92%
FW
1359
FirstPurpose Wealth
Utah
$382K +$160K +4,278 +72%
GIA
1360
Gladstone Institutional Advisory
Florida
$382K +$27K +722 +8%
Bank Julius Baer & Co
1361
Bank Julius Baer & Co
Switzerland
$382K +$321K +8,596 +531%
HWA
1362
HCR Wealth Advisors
California
$382K
LFA
1363
Lauterbach Financial Advisors
Texas
$382K +$1.83K +49 +0.5%
BIC
1364
Beach Investment Counsel
Pennsylvania
$380K -$56.1K -1,500 -13%
CIM
1365
Contravisory Investment Management
Massachusetts
$380K +$7.44K +199 +2%
CFO
1366
Colony Family Offices
North Carolina
$379K
QT
1367
Quantamental Technologies
New York
$377K -$869K -23,246 -70%
BFO
1368
Biltmore Family Office
North Carolina
$376K +$18.5K +495 +5%
ICP
1369
Interchange Capital Partners
Pennsylvania
$375K +$375K +10,068 New
FPWM
1370
FSB Premier Wealth Management
Iowa
$374K +$142K +3,809 +61%
FHA
1371
Flagship Harbor Advisors
Massachusetts
$374K -$74.3K -1,987 -17%
RCM
1372
RB Capital Management
Nevada
$373K +$1.79K +48 +0.5%
LA
1373
LVW Advisors
New York
$373K +$3.81K +102 +1%
ZIG
1374
Zuckerman Investment Group
Illinois
$373K
FFG
1375
Fortem Financial Group
California
$373K -$36.5K -977 -9%