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 %
AA
1376
Alta Advisers
United Kingdom
$370K
RCWM
1377
Royal Capital Wealth Management
Indiana
$370K +$9.87K +264 +3%
TFA
1378
Tranquilli Financial Advisor
New Jersey
$370K +$33.6K +899 +10%
AA
1379
ALPS Advisors
Colorado
$370K +$370K +9,885 New
MWM
1380
Modera Wealth Management
New Jersey
$369K -$2.06K -55 -0.6%
FPB
1381
First PREMIER Bank
South Dakota
$366K -$6.71K -180 -2%
BCA
1382
Bray Capital Advisors
Florida
$366K +$224 +6 +0.1%
AI
1383
AXS Investments
New York
$365K -$44.6K -1,193 -11%
BFC
1384
Bedel Financial Consulting
Indiana
$364K -$4.45K -119 -1%
CA
1385
Cornerstone Advisory
Maryland
$362K +$63.6K +1,702 +21%
HFM
1386
Hartford Financial Management
Connecticut
$359K
FCIM
1387
Fairview Capital Investment Management
California
$358K
AIM
1388
Aspen Investment Management
Michigan
$358K -$18.7K -500 -5%
PSC
1389
Prentiss Smith & Co
Vermont
$356K -$934 -25 -0.3%
VV
1390
Verity & Verity
South Carolina
$355K -$212K -5,677 -37%
AMG
1391
Advisors Management Group
Wisconsin
$355K -$3.36K -90 -0.9%
WANY
1392
Wealthspire Advisors (New York)
New York
$355K -$234K -6,266 -40%
DA
1393
Doliver Advisors
Texas
$354K +$9.08K +243 +3%
TCB
1394
Texas Capital Bancshares
Texas
$353K +$3.48K +93 +1%
VWA
1395
Visionary Wealth Advisors
Illinois
$352K +$12.7K +341 +4%
AP
1396
Atwood & Palmer
Missouri
$352K +$60.6K +1,620 +21%
OAM
1397
Occidental Asset Management
California
$352K
CCWM
1398
Cassaday & Co Wealth Management
Virginia
$351K -$187 -5 -0.1%
RWP
1399
Ridgecrest Wealth Partners
California
$351K
SSB
1400
Sandy Spring Bank
Maryland
$350K +$90K +2,409 +35%