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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 %
WWG
1651
West Wealth Group
California
$215K -$85.6K -2,291 -28%
SL
1652
Salomon & Ludwin
Virginia
$215K -$5.35K -143 -2%
MFWP
1653
Mosaic Family Wealth Partners
Missouri
$215K +$112 +3 +0.1%
TFF
1654
The Family Firm
Maryland
$214K +$3.44K +92 +2%
WOC
1655
West Oak Capital
California
$214K +$77.6K +2,075 +57%
WAM
1656
Weinberger Asset Management
California
$214K +$486 +13 +0.2%
SAG
1657
SageView Advisory Group
California
$214K -$21.7K -580 -9%
BI
1658
Ballast Inc
Kentucky
$213K
PP
1659
Patten & Patten
Tennessee
$213K
AWA
1660
Aaron Wealth Advisors
Illinois
$213K -$13K -349 -6%
LCS
1661
Levin Capital Strategies
New York
$212K
GA
1662
Geller Advisors
New York
$212K +$212K +5,677 New
TAM
1663
Titleist Asset Management
Texas
$212K +$212K +5,676 New
FNBOH
1664
First National Bank of Hutchinson
Kansas
$212K
AFG
1665
Allegheny Financial Group
Pennsylvania
$212K +$75 +2 +0%
GFS
1666
GYL Financial Synergies
Connecticut
$212K +$212K +5,660 New
RWA
1667
Ropes Wealth Advisors
Massachusetts
$211K -$19.6K -523 -8%
HWA
1668
HHM Wealth Advisors
Tennessee
$211K +$6.5K +174 +3%
NCM
1669
Novare Capital Management
North Carolina
$210K -$8.82K -236 -4%
SWM
1670
Silverlake Wealth Management
Vermont
$210K +$12K +321 +6%
WFI
1671
West Family Investments
California
$209K +$209K +5,603 New
DA
1672
Detalus Advisors
Missouri
$209K
TWM
1673
Thrive Wealth Management
Pennsylvania
$209K +$209K +5,595 New
FAIM
1674
Financial Advocates Investment Management
Washington
$209K +$3.48K +93 +2%
CG
1675
CFO4Life Group
Texas
$209K +$8.41K +225 +4%