WFC icon

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 %
IIC
1551
Integrated Investment Consultants
Michigan
$258K -$66.5K -1,778 -21%
MCM
1552
Monument Capital Management
Virginia
$255K -$118K -3,150 -32%
FCMT
1553
Founders Capital Management (Texas)
Texas
$255K
CTA
1554
Colonial Trust Advisors
South Carolina
$255K -$83.4K -2,230 -25%
AIA
1555
Angeles Investment Advisors
California
$255K +$255K +6,810 New
SB
1556
Sunflower Bank
Texas
$254K -$146K -3,917 -37%
BWG
1557
Beta Wealth Group
California
$254K +$33.6K +900 +15%
KP
1558
Keel Point
Alabama
$254K +$16K +428 +7%
FLPIM
1559
F.L. Putnam Investment Management
Massachusetts
$253K +$253K +6,765 New
BWM
1560
BlackDiamond Wealth Management
New York
$252K +$33.1K +815 +15%
SP
1561
Successful Portfolios
Florida
$252K -$5.01K -134 -2%
CQS
1562
Credential Qtrade Securities
$252K +$5.46K +146 +2%
MSFS
1563
Main Street Financial Solutions
Pennsylvania
$251K +$15.4K +412 +7%
MAM
1564
Meeder Asset Management
Ohio
$251K -$21.1K -565 -8%
SHGA
1565
Sand Hill Global Advisors
California
$251K
LRPA
1566
L. Roy Papp & Associates
Arizona
$251K +$449 +12 +0.2%
IDA
1567
Intelligence Driven Advisers
California
$251K +$21.8K +591 +10%
HIG
1568
Heritage Investment Group
Florida
$250K +$13.8K +369 +6%
BFG
1569
Bouchey Financial Group
New York
$249K
ACM
1570
Avalon Capital Management
California
$249K
AA
1571
Auxano Advisors
Washington
$249K +$150 +4 +0.1%
EWA
1572
EP Wealth Advisors
California
$249K -$7.66M -106,817 -97%
KIA
1573
KLR Investment Advisors
Rhode Island
$248K +$248K +6,634 New
SAM
1574
Security Asset Management
New York
$247K
OLA
1575
Oliver Luxxe Assets
New Jersey
$246K -$3.42M -91,588 -93%