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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 %
ALAM
1751
Asahi Life Asset Management
Japan
$112K -$458K -12,240 -80%
HC
1752
Hoese & Co
Minnesota
$111K
AIM
1753
Acropolis Investment Management
Missouri
$111K -$4.07K -109 -4%
LFG
1754
Larson Financial Group
Missouri
$110K +$16.4K +438 +17%
CSC
1755
Caldwell Sutter Capital
California
$105K +$105K +2,811 New
HGERS
1756
Householder Group Estate & Retirement Specialist
Arizona
$105K +$105K +2,806 New
CIR
1757
Clear Investment Research
Georgia
$102K
GEA
1758
Glen Eagle Advisors
New Jersey
$101K -$1.79K -48 -2%
CWA
1759
Clearview Wealth Advisors
Oregon
$101K +$112 +3 +0.1%
PFA
1760
Pathway Financial Advisers
Indiana
$98.4K +$150 +4 +0.2%
MTIC
1761
Missouri Trust & Investment Company
Missouri
$97.4K
HFM
1762
Harvest Fund Management
China
$97K +$9.6K +256 +11%
APW
1763
Acima Private Wealth
Virginia
$96.1K
CB
1764
CNB Bank
Pennsylvania
$95K +$4.67K +125 +5%
PWMG
1765
Prestige Wealth Management Group
New Jersey
$94.4K -$4.86K -130 -5%
MAM
1766
Marquette Asset Management
Minnesota
$93.6K +$93.6K +2,505 New
ICM
1767
Islay Capital Management
Texas
$93.5K
FPFS
1768
First Personal Financial Services
North Carolina
$93K
BFPW
1769
BOK Financial Private Wealth
Colorado
$91K +$2.54K +68 +3%
DWMG
1770
DB Wealth Management Group
California
$90.1K
OC
1771
Oakworth Capital
Alabama
$89.6K
SIM
1772
Studio Investment Management
Illinois
$89.4K +$63.9K +1,709 +250%
WPA
1773
West Paces Advisors
Georgia
$89.2K
CAL
1774
Capital Analysts LLC
Pennsylvania
$89K +$559 +15 +0.6%
AWM
1775
Ameliora Wealth Management
Switzerland
$86K +$11.2K +300 +15%