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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 %
BHB
1401
Bank Hapoalim BM
Israel
$349K -$374K -10,015 -52%
BWA
1402
Bordeaux Wealth Advisors
California
$349K +$19.3K +517 +6%
1WM
1403
1900 Wealth Management
Texas
$347K
CIM
1404
CIM Investment Management
Pennsylvania
$345K +$17K +455 +5%
LAM
1405
L2 Asset Management
Massachusetts
$340K +$14.6K +390 +4%
TCM
1406
Tributary Capital Management
Nebraska
$338K -$5.61K -150 -2%
RFM
1407
Royal Fund Management
Florida
$337K +$1.57K +42 +0.5%
MA
1408
MONECO Advisors
Connecticut
$337K +$68.8K +1,841 +26%
LC
1409
Lindbrook Capital
California
$336K -$145K -3,882 -30%
CA
1410
Claar Advisors
New York
$336K +$44.9K +1,200 +15%
MA
1411
MCF Advisors
Kentucky
$335K -$108K -2,892 -24%
WP
1412
WealthShield Partners
North Carolina
$334K -$17K -454 -5%
TIA
1413
Traphagen Investment Advisors
New Jersey
$333K -$11.2K -300 -3%
HI
1414
Humankind Investments
New York
$333K -$5.61K -150 -2%
AC
1415
ASB Consultores
Florida
$333K -$30.8K -824 -8%
WJA
1416
Willis Johnson & Associates
Texas
$333K +$127K +3,401 +62%
CC
1417
Callan Capital
California
$332K +$18.7K +500 +6%
SFP
1418
Sweet Financial Partners
Minnesota
$331K -$785 -21 -0.2%
HT
1419
HighTower Trust
Texas
$331K -$73.2K -1,770 -18%
ASW
1420
Astoria Strategic Wealth
Texas
$330K -$49.5K -1,324 -13%
LWP
1421
LMG Wealth Partners
Louisiana
$330K
PCI
1422
Pacifica Capital Investments
Texas
$330K
CAM
1423
Campion Asset Management
Virginia
$330K
AIA
1424
Arbor Investment Advisors
North Carolina
$330K -$166K -4,449 -34%
MCM
1425
Manchester Capital Management
Vermont
$329K