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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 %
CA
1676
Calton & Associates
Florida
$208K -$24.4K -652 -10%
FPAS
1677
Focus Partners Advisor Solutions
Missouri
$208K +$5.38K +144 +3%
PAG
1678
Powers Advisory Group
Illinois
$208K +$897 +24 +0.4%
BWM
1679
Baron Wealth Management
Michigan
$207K -$8.52K -228 -4%
SFI
1680
SPC Financial Inc
Maryland
$207K +$14.8K +395 +8%
FWM
1681
Finer Wealth Management
Massachusetts
$207K +$207K +5,530 New
GITFIT
1682
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$206K +$206K +5,500 New
HT
1683
Heritage Trust
Oklahoma
$206K +$206K +5,498 New
ETH
1684
Exos TFP Holdings
New York
$205K +$121K +3,249 +145%
MCA
1685
MSH Capital Advisors
Arizona
$205K +$449 +12 +0.2%
CPA
1686
Court Place Advisors
Maryland
$204K -$5.61K -150 -3%
HCMG
1687
Howard Capital Management Group
California
$204K +$204K +5,450 New
AWA
1688
Acorn Wealth Advisors
Michigan
$203K -$15.6K -418 -7%
PP
1689
PrairieView Partners
Minnesota
$203K -$89.1K -2,393 -30%
CIA
1690
Cape Investment Advisory
Georgia
$202K +$202K +5,412 New
SGI
1691
Summit Global Investments
Utah
$202K
HFRG
1692
Houlihan Financial Resource Group
Virginia
$202K
IIM
1693
Ipswich Investment Management
Massachusetts
$202K -$1.12K -30 -0.6%
DWM
1694
Denver Wealth Management
Colorado
$202K +$1.08K +29 +0.5%
IA
1695
IFG Advisory
Georgia
$201K +$9.2K +246 +5%
GG
1696
Golden Green
South Carolina
$201K -$662K -17,717 -77%
CWP
1697
Curated Wealth Partners
California
$201K +$11.7K +312 +6%
SW
1698
Solidarity Wealth
Utah
$201K +$201K +5,368 New
WCG
1699
Weaver Consulting Group
California
$201K
WTA
1700
Washington Trust Advisors
Massachusetts
$197K -$14.3K -383 -7%