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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 %
CB
1726
Community Bank
New York
$154K
AS
1727
AM Squared
Hong Kong
$153K -$228K -6,100 -60%
TWA
1728
TCI Wealth Advisors
Arizona
$152K -$61.8K -1,654 -29%
PCA
1729
Providence Capital Advisors
North Carolina
$149K -$244K -6,528 -62%
TC
1730
Trust Company
Kansas
$147K -$25K -669 -15%
BBPWM
1731
Blue Bell Private Wealth Management
Pennsylvania
$147K
BSB
1732
Bangor Savings Bank
Maine
$147K
RCG
1733
Rock Creek Group
District of Columbia
$144K -$41.9K -1,121 -23%
TF
1734
Tompkins Financial
New York
$143K
ETC
1735
Exchange Traded Concepts
Oklahoma
$141K +$133K +3,558 +1,603%
CCA
1736
Column Capital Advisors
Indiana
$139K -$37 -1 -0%
BLC
1737
Brown, Lisle/Cummings
Rhode Island
$136K
EBA
1738
Eagle Bay Advisors
New York
$136K -$12.3K -328 -8%
FFA
1739
Farther Finance Advisors
California
$135K +$37.9K +1,014 +39%
SFM
1740
Spartan Fund Management
Canada
$133K
KTC
1741
Kistler-Tiffany Companies
Pennsylvania
$132K +$150 +4 +0.1%
BWAM
1742
Boyd Watterson Asset Management
Ohio
$130K
MHR
1743
Matthew Hamilton Rosenberg
$130K
SVCP
1744
Silicon Valley Capital Partners
California
$126K +$102K +2,734 +428%
CFD
1745
Creative Financial Designs
Indiana
$125K -$6.21K -166 -5%
GBT
1746
Grove Bank & Trust
Florida
$124K -$118K -3,157 -49%
PIA
1747
Powell Investment Advisors
Florida
$118K
ANBT
1748
American National Bank & Trust
Texas
$118K +$9.27K +248 +9%
SFO
1749
Standard Family Office
South Dakota
$117K
AAP
1750
Arax Advisory Partners
Colorado
$114K +$262 +7 +0.2%