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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 %
WC
1476
Weil Company
California
$292K
DCM
1477
Donaldson Capital Management
Indiana
$292K -$6.43K -172 -2%
NHT
1478
New Hampshire Trust
New Hampshire
$292K -$7.66K -205 -3%
GCMG
1479
Gyroscope Capital Management Group
Florida
$292K +$292K +7,800 New
MBTD
1480
Mechanics Bank - Trust Department
California
$292K -$934 -25 -0.3%
CWS
1481
Confluence Wealth Services
Pennsylvania
$290K -$299 -8 -0.1%
Financial Engines Advisors
1482
Financial Engines Advisors
California
$290K -$34.2K -914 -11%
PWA
1483
Physician Wealth Advisors
Utah
$290K
LFA
1484
Legacy Financial Advisors
Kentucky
$288K +$19.9K +531 +7%
MA
1485
MKT Advisors
California
$287K -$31.6K -857 -10%
PAM
1486
PVG Asset Management
Colorado
$287K -$64.2K -1,718 -18%
PL
1487
Plancorp LLC
Missouri
$286K +$673 +18 +0.2%
VC
1488
Vicus Capital
Pennsylvania
$286K -$46.8K -1,253 -14%
CBFP
1489
Cedar Brook Financial Partners
Ohio
$286K -$8.41K -225 -3%
HCM
1490
Howland Capital Management
Massachusetts
$285K +$2.47K +66 +0.9%
RWPA
1491
Richard W. Paul & Associates
Michigan
$283K +$7.55K +202 +3%
NL
1492
NWAM LLC
Washington
$283K +$18.5K +494 +7%
TAIM
1493
TD Ameritrade Investment Management
Nebraska
$281K -$84.2K -2,249 -23%
RG
1494
Retirement Group
California
$281K +$262K +7,000 +1,373%
CAM
1495
Cidel Asset Management
Ontario, Canada
$280K -$22.4K -600 -7%
RDWM
1496
Red Door Wealth Management
Tennessee
$280K -$18.3K -489 -6%
MCM
1497
Magnolia Capital Management
New York
$280K
B
1498
Bailard
California
$280K -$972 -26 -0.3%
SSG
1499
Summit Securities Group
New York
$279K -$3.11M -83,340 -92%
GWM
1500
Guardian Wealth Management
Illinois
$279K +$897 +24 +0.3%