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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 %
KFP
1776
KB Financial Partners
New Jersey
$85K +$3.31K +89 +4%
CYG
1777
Clean Yield Group
Vermont
$83.8K -$31.7K -848 -27%
PH
1778
Pinnacle Holdings
Oklahoma
$83.2K +$18.5K +495 +29%
FCT
1779
First Community Trust
Iowa
$82.7K
FFC
1780
First Financial Corp
Indiana
$82.6K
CT
1781
Colonial Trust
South Carolina
$82.5K -$1.98K -53 -2%
FP
1782
Financial Perspectives
Minnesota
$82.2K +$224 +6 +0.3%
JGIA
1783
Jackson Grant Investment Advisers
Connecticut
$82K +$12.8K +343 +19%
SWM
1784
Sugarloaf Wealth Management
Georgia
$80.1K -$11.1K -296 -12%
PAI
1785
Pittenger & Anderson Inc
Nebraska
$79.8K
LFASL
1786
Lugano Financial Advisors SA (LFA)
Switzerland
$79.7K -$139K -3,721 -64%
AT
1787
Avalon Trust
New Mexico
$77.9K +$77.9K +2,083 New
ACA
1788
Atlas Capital Advisors
Wyoming
$77K
GFPC
1789
Global Financial Private Client
Florida
$76.2K
DFCM
1790
Dark Forest Capital Management
Puerto Rico
$75K +$64.7K +1,731 +627%
SOAMC
1791
Spirit of America Management Corp
New York
$74.8K -$168K -4,500 -69%
AAG
1792
Armstrong Advisory Group
Massachusetts
$74.1K -$9.35K -250 -11%
BDS
1793
Banco de Sabadell
Florida
$72K +$51K +1,362 +244%
BWM
1794
Baystate Wealth Management
Massachusetts
$71.9K +$50.5K +1,351 +236%
GCM
1795
Gables Capital Management
Florida
$71.8K +$4.49K +120 +7%
LTI
1796
Laffer Tengler Investments
Tennessee
$71.1K
JEST
1797
JTC Employer Solutions Trustee
Jersey
$71K
DIP
1798
DT Investment Partners
Pennsylvania
$67.7K +$42.5K +1,051 +168%
EWM
1799
Endurance Wealth Management
Rhode Island
$67K
ATC
1800
Adirondack Trust Company
New York
$66.5K