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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 %
SIA
1626
SeaBridge Investment Advisors
New Jersey
$226K
BWP
1627
Bernardo Wealth Planning
Pennsylvania
$225K
WCM
1628
Wallace Capital Management
Texas
$225K
LB
1629
Leo Brokerage
Texas
$224K +$224K +5,995 New
FAM
1630
Fenimore Asset Management
New York
$224K
JAIC
1631
Josh Arnold Investment Consultant
Minnesota
$224K +$224K +6,000 New
IBOK
1632
Independence Bank of Kentucky
Kentucky
$223K -$5.61K -150 -2%
EAM
1633
Eagle Asset Management
Florida
$222K +$222K +5,945 New
NFG
1634
Nations Financial Group
Iowa
$222K -$4.56K -122 -2%
AFA
1635
Alpha Financial Advisors
North Carolina
$222K -$90.8K -2,429 -29%
UL
1636
Unionview LLC
Washington
$221K -$27.2K -727 -11%
AB
1637
Atlas Brown
Kentucky
$221K +$11.3K +302 +5%
KNW
1638
Kesler Norman & Wride
Utah
$221K +$449 +12 +0.2%
GIA
1639
Guyasuta Investment Advisors
Pennsylvania
$220K +$5.46K +146 +3%
DC
1640
Defender Capital
North Carolina
$220K +$30.6K +819 +16%
BFG
1641
Berger Financial Group
Minnesota
$220K +$187 +5 +0.1%
MFG
1642
Magnus Financial Group
New York
$219K +$7.7K +206 +4%
MSWM
1643
McGlone Suttner Wealth Management
Wisconsin
$219K -$5.08K -136 -2%
BAG
1644
Bridgewealth Advisory Group
California
$219K +$15K +401 +7%
PAMG
1645
Patton Albertson Miller Group
Tennessee
$219K +$11.2K +300 +5%
APIM
1646
Agate Pass Investment Management
Washington
$218K -$11.2K -300 -5%
HHGA
1647
Halbert Hargrove Global Advisors
California
$217K -$13.8K -370 -6%
AC
1648
AlphaCore Capital
California
$217K +$27.7K +740 +15%
MRCM
1649
M&R Capital Management
New Jersey
$216K -$37.3K -999 -15%
AA
1650
Advisory Alpha
Michigan
$216K +$7.48K +200 +4%