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Wells Fargo

2,054 hedge funds and large institutions have $116B invested in Wells Fargo in 2022 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 736 increasing their positions, 805 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,054
Holders Change
+103
Holders Change %
+5.28%
% of All Funds
33.14%
Holding in Top 10
77
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.53%
% of All Funds
1.24%
New
237
Increased
736
Reduced
805
Closed
98
Calls
$2.25B
Puts
$3.47B
Net Calls
-$1.22B
Net Calls Change
-$191M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
1551
Pinnacle Wealth Management Group
Michigan
$301K -$148K -3,600 -33%
ZIG
1552
Zullo Investment Group
Pennsylvania
$301K +$6.73K +163 +2%
POIA
1553
Pin Oak Investment Advisors
Texas
$300K -$10.3K -250 -3%
CWM
1554
CarsonAllaria Wealth Management
Illinois
$300K +$744 +18 +0.2%
WA
1555
Wealth Architects
California
$300K +$5.29K +128 +2%
BFA
1556
Buttonwood Financial Advisors
Maryland
$299K +$2.73K +66 +0.9%
BFWA
1557
Benchmark Financial Wealth Advisors
Florida
$299K +$12.8K +309 +4%
MCCP
1558
Mission Creek Capital Partners
California
$298K +$413 +10 +0.1%
LFA
1559
Legacy Financial Advisors
Kentucky
$296K -$29.4K -713 -9%
MA
1560
MONECO Advisors
Connecticut
$296K +$124 +3 +0%
WE
1561
Wealth Effects
Massachusetts
$296K -$33.5K -811 -10%
LA
1562
Lynch & Associates
Indiana
$296K
FCA
1563
FLC Capital Advisors
California
$295K -$26.5K -641 -8%
AFP
1564
Ausdal Financial Partners
Iowa
$294K -$29.8K -722 -9%
EWA
1565
ERTS Wealth Advisors
Michigan
$293K -$27.9K -675 -9%
NL
1566
NWAM LLC
Washington
$293K +$7.85K +190 +3%
WDL
1567
Well Done LLC
Michigan
$291K -$3.96K -96 -1%
EFSCE
1568
Enterprise Financial Services Corp (EFSC)
Missouri
$289K -$3.22K -78 -1%
KA
1569
Kearns & Associates
California
$289K +$289K +7,000 New
SFG
1570
SNS Financial Group
Minnesota
$288K +$7.1K +172 +3%
BWM
1571
BNC Wealth Management
Oregon
$288K +$83 +2 +0%
WC
1572
Woodstock Corp
Massachusetts
$288K
APP
1573
Alpha Paradigm Partners
Illinois
$288K +$288K +6,987 New
EA
1574
Evolution Advisers
Virginia
$287K -$27K -655 -9%
AW
1575
Avion Wealth
Texas
$287K