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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 %
AIM
1426
Achmea Investment Management
Netherlands
$329K +$17.2K +461 +6%
MIP
1427
Marietta Investment Partners
Wisconsin
$329K +$37.4K +1,000 +13%
FB
1428
First Bancorp
Maine
$329K
WA
1429
Waddell & Associates
Tennessee
$327K -$3.85K -103 -1%
HI
1430
Hudock Inc
Pennsylvania
$326K -$16.5K -442 -5%
TW
1431
Transform Wealth
Colorado
$326K +$326K +8,714 New
WTB
1432
Washington Trust Bank
Washington
$326K -$165K -4,419 -34%
EWM
1433
Evermay Wealth Management
Virginia
$324K +$13.5K +361 +4%
SCA
1434
Sippican Capital Advisors
Massachusetts
$323K -$17.5K -468 -5%
SAM
1435
S.A. Mason
Michigan
$323K
HCA
1436
Harbour Capital Advisors
Virginia
$322K +$322K +8,613 New
VST
1437
Van Strum & Towne
California
$320K
SC
1438
Schulhoff & Co
Ohio
$319K +$75 +2 +0%
BTIM
1439
BancFirst Trust & Investment Management
Oklahoma
$319K +$319K +8,532 New
CFO
1440
CVA Family Office
Colorado
$316K +$31.3K +838 +11%
SAM
1441
Sawgrass Asset Management
Florida
$315K
IB
1442
Intrust Bank
Kansas
$315K +$36.7K +983 +13%
GWP
1443
Gateway Wealth Partners
Wisconsin
$315K +$16.3K +435 +5%
NPA
1444
Nichols & Pratt Advisers
Massachusetts
$314K
POIA
1445
Pin Oak Investment Advisors
Texas
$313K +$41K +1,095 +15%
AFT
1446
Alpha Family Trust
California
$313K -$30.7K -820 -9%
FWP
1447
FAS Wealth Partners
Kansas
$312K -$110K -2,945 -26%
HC
1448
Hamilton Capital
Ohio
$312K +$122K +3,251 +64%
SIM
1449
SSI Investment Management
California
$312K -$73.6K -1,968 -19%
SAM
1450
Summit Asset Management
Tennessee
$311K