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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 %
WCM
1526
Wedge Capital Management
North Carolina
$267K +$20.6K +552 +8%
CWP
1527
Concord Wealth Partners
Virginia
$267K +$29.2K +781 +12%
LA
1528
Lynch & Associates
Indiana
$266K -$1.46K -39 -0.5%
WE
1529
Wealth Effects
Massachusetts
$265K -$2.8K -75 -1%
FI
1530
Financial Insights
Washington
$265K -$425K -11,378 -62%
EFM
1531
E Fund Management
China
$265K -$10.4K -279 -4%
PCI
1532
Planning Center Inc
Illinois
$265K -$51.6K -1,300 -16%
WA
1533
Wealth Architects
California
$264K -$7.48K -200 -3%
OFS
1534
OneAscent Financial Services
Alabama
$264K -$18.4K -492 -7%
LWM
1535
Lyell Wealth Management
California
$264K -$64.7K -1,732 -20%
EWM
1536
Empirical Wealth Management
Washington
$264K +$63.9K +1,710 +32%
RWP
1537
RWA Wealth Partners
Massachusetts
$263K +$37.4K +1,001 +17%
PWM
1538
Prentice Wealth Management
New York
$262K +$34.2K +916 +15%
KA
1539
Kearns & Associates
California
$262K
WC
1540
Westhampton Capital
North Carolina
$261K +$15K +400 +6%
BWM
1541
BNC Wealth Management
Oregon
$261K +$37 +1 +0%
WC
1542
Woodstock Corp
Massachusetts
$261K
AFP
1543
Ausdal Financial Partners
Iowa
$260K -$6.09K -163 -2%
BFIC
1544
Bedell Frazier Investment Counselling
California
$260K -$29.9K -800 -10%
WDL
1545
Well Done LLC
Michigan
$260K -$2.88K -77 -1%
EA
1546
Evolution Advisers
Virginia
$260K
PCH
1547
PGIM Custom Harvest
New Jersey
$260K +$2.84K +76 +1%
PNC
1548
Park National Corp
Ohio
$259K +$34.6K +926 +15%
SFG
1549
SNS Financial Group
Minnesota
$259K -$2.47K -66 -0.9%
LB
1550
Legacy Bridge
Iowa
$258K