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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 %
KF
1451
Krilogy Financial
Missouri
$311K +$69.1K +1,849 +29%
CCM
1452
Cohen Capital Management
California
$309K
PSB
1453
Piscataqua Savings Bank
New Hampshire
$309K +$9.34K +250 +3%
CI
1454
CX Institutional
Indiana
$309K -$94.4K -2,505 -23%
NMG
1455
New Millennium Group
Utah
$306K +$299 +8 +0.1%
CIC
1456
Crawford Investment Counsel
Georgia
$305K -$83.5K -2,235 -21%
FCA
1457
FLC Capital Advisors
California
$304K +$37.4K +1,000 +14%
PP
1458
PDS Planning
Ohio
$304K +$103K +2,756 +51%
CS
1459
Capital Square
Tennessee
$304K -$94.3K -2,488 -24%
ZIM
1460
Zacks Investment Management
Illinois
$304K -$13K -347 -4%
BMCM
1461
Black Maple Capital Management
Wisconsin
$303K +$303K +8,100 New
SIG
1462
Sky Investment Group
Connecticut
$302K +$2.62K +70 +0.9%
MMG
1463
Monetary Management Group
Missouri
$301K +$673 +18 +0.2%
FAM
1464
Formidable Asset Management
Ohio
$301K -$7.8K -207 -3%
CIC
1465
Cutler Investment Counsel
Oregon
$301K
OWIM
1466
Old West Investment Management
California
$300K
CWP
1467
Cyndeo Wealth Partners
Florida
$300K +$18.9K +505 +7%
FMB
1468
Field & Main Bank
Kentucky
$298K -$28K -749 -9%
CA
1469
Cambridge Advisors
Nebraska
$298K +$75 +2 +0%
AW
1470
Avion Wealth
Texas
$298K +$3.79K +92 +1%
SF
1471
Summit Financial
New Jersey
$296K +$4.67K +125 +2%
GL
1472
GHE LLC
Tennessee
$296K
EWA
1473
Exencial Wealth Advisors
Oklahoma
$295K -$2.36K -63 -0.8%
CB
1474
Cadence Bank
Mississippi
$294K +$3.59K +96 +1%
GCS
1475
Gordian Capital (Singapore)
Singapore
$292K -$153K -4,100 -34%