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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 %
RAM
1601
Readystate Asset Management
Illinois
$236K +$236K +6,314 New
TCWA
1602
Ten Capital Wealth Advisors
Washington
$236K
UWPG
1603
Ullmann Wealth Partners Group
Florida
$236K +$8.3K +222 +4%
BAM
1604
Brave Asset Management
New Jersey
$236K
CCB
1605
Cutter & Co Brokerage
Missouri
$235K -$301K -8,063 -56%
QPBE
1606
Quintet Private Bank (Europe)
Luxembourg
$235K +$235K +6,278 New
DSC
1607
Duncker Streett & Co
Missouri
$234K +$374 +10 +0.2%
EFSCE
1608
Enterprise Financial Services Corp (EFSC)
Missouri
$233K -$29.1K -778 -11%
CC
1609
Copperleaf Capital
North Carolina
$233K +$233K +6,232 New
CCIA
1610
Cherry Creek Investment Advisors
Colorado
$233K +$1.05K +28 +0.5%
MIA
1611
Milestone Investment Advisors
Wisconsin
$233K +$233K +6,223 New
GWS
1612
Glassman Wealth Services
Virginia
$232K -$13.9K -372 -6%
TNBTD
1613
Trustmark National Bank Trust Department
Mississippi
$232K
IAG
1614
Investment Advisory Group
Massachusetts
$231K +$37 +1 +0%
LA
1615
Latitude Advisors
Florida
$230K -$59.2K -1,583 -20%
EFG
1616
Everhart Financial Group
Ohio
$230K +$230K +6,147 New
SWIG
1617
Strategic Wealth Investment Group
Kentucky
$230K +$230K +6,144 New
HIMC
1618
Heritage Investors Management Corp
Maryland
$229K -$90.6K -2,419 -28%
RP
1619
Riverbridge Partners
Minnesota
$228K
SSC
1620
Syverson Strege & Co
Iowa
$228K +$13.7K +366 +6%
MCCP
1621
Mission Creek Capital Partners
California
$227K -$42.7K -1,141 -16%
PCM
1622
Prelude Capital Management
New York
$227K -$165K -4,406 -42%
WSFS
1623
Wilmington Savings Fund Society
Delaware
$227K +$3.32K +89 +1%
AO
1624
Advisor OS
Illinois
$227K +$227K +6,061 New
WPWM
1625
Western Pacific Wealth Management
Illinois
$227K