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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 %
VWM
1701
Venturi Wealth Management
Texas
$193K +$1.79K +48 +0.9%
PPC
1702
Park Place Capital
Alabama
$192K +$19.1K +512 +11%
CA
1703
Crewe Advisors
Utah
$188K +$1.98K +53 +1%
RCM
1704
Raleigh Capital Management
North Carolina
$188K +$18.2K +488 +11%
FCB
1705
First Command Bank
Texas
$184K
FCFS
1706
First Command Financial Services
Texas
$184K
PA
1707
PSI Advisors
Florida
$181K
NFSG
1708
Newbridge Financial Services Group
Florida
$176K -$4.41K -118 -2%
PCM
1709
Penserra Capital Management
California
$175K -$4.27K -115 -2%
HIIFS
1710
Harel Insurance Investments & Financial Services
Israel
$174K +$14.1K +377 +9%
CWC
1711
Carolinas Wealth Consulting
North Carolina
$171K +$10.4K +278 +6%
HBT
1712
Hills Bank & Trust
Iowa
$170K -$24.2K -648 -12%
O
1713
Ossiam
France
$168K +$168K +4,500 New
C
1714
Covestor
United Kingdom
$167K +$27.7K +742 +20%
HBW
1715
Hazlett, Burt & Watson
West Virginia
$165K +$3.74K +100 +2%
RTC
1716
Riverview Trust Company
Washington
$161K +$12.3K +328 +8%
PFBT
1717
Parkside Financial Bank & Trust
Missouri
$160K -$36.6K -980 -19%
JWM
1718
Janiczek Wealth Management
Colorado
$160K -$476 -12 -0.3%
RFA
1719
Register Financial Advisors
Georgia
$160K +$52.4K +1,402 +49%
LJHT
1720
Laurie J. Hall Trustee
$159K
IUHSA
1721
Itau Unibanco Holding S.A.
Brazil
$157K -$5.54M -148,306 -97%
HWA
1722
Heritage Wealth Advisors
Virginia
$157K
Kayne Anderson Rudnick Investment Management
1723
Kayne Anderson Rudnick Investment Management
California
$157K -$1.01K -27 -0.6%
WCM
1724
Wunderlich Capital Managemnt
Tennessee
$157K +$157K +4,203 New
HFS
1725
Hantz Financial Services
Michigan
$156K -$23.7K -633 -13%