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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 %
SFB
1501
STAR Financial Bank
Indiana
$279K
FNBTCON
1502
First National Bank & Trust Co of Newtown
Pennsylvania
$278K -$28.4K -760 -9%
FFA
1503
Founders Financial Alliance
North Carolina
$277K -$8.86K -232 -3%
WF
1504
Wayfinding Financial
Washington
$277K +$13.6K +363 +5%
NJBEST
1505
New Jersey Better Educational Savings Trust
New Jersey
$277K
BCCM
1506
Bridge Creek Capital Management
Massachusetts
$277K
CL
1507
COWA LLC
Oklahoma
$277K
CAC
1508
Core Alternative Capital
Georgia
$277K +$188K +5,035 +213%
FRA
1509
Front Row Advisors
California
$276K -$18.1K -484 -6%
DIM
1510
Delta Investment Management
California
$276K -$57.7K -1,544 -17%
CSB
1511
City State Bank
Iowa
$275K +$29.4K +787 +12%
JWBC
1512
John W. Brooker & Co
California
$274K
PCM
1513
Parsons Capital Management
Rhode Island
$273K -$17.2K -460 -6%
WWM
1514
Wagner Wealth Management
South Carolina
$273K +$21.9K +586 +9%
BFWA
1515
Benchmark Financial Wealth Advisors
Florida
$272K +$1.68K +45 +0.6%
AF
1516
Arrow Financial
New York
$272K -$4.11K -110 -1%
GA
1517
Greenspring Advisors
Maryland
$272K -$16.4K -439 -6%
CWM
1518
CarsonAllaria Wealth Management
Illinois
$271K -$262 -7 -0.1%
AWA
1519
Arete Wealth Advisors
Illinois
$271K -$52.4K -1,403 -16%
PI
1520
PFG Investments
New York
$270K +$270K +7,234 New
EGA
1521
E&G Advisors
Texas
$270K -$8.22K -220 -3%
BBW
1522
Blue Barn Wealth
Utah
$270K +$270K +7,216 New
SMWM
1523
Silvia McColl Wealth Management
California
$270K +$12K +322 +5%
ZIG
1524
Zullo Investment Group
Pennsylvania
$269K -$3.48K -93 -1%
PMFA
1525
Plante Moran Financial Advisors
Michigan
$268K -$46.2K -1,236 -15%