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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 %
WAS
1801
Winch Advisory Services
Wisconsin
$66K +$446 +12 +0.7%
EARNEST Partners
1802
EARNEST Partners
Georgia
$65.8K
SWA
1803
SOA Wealth Advisors
New York
$64.2K
WAM
1804
WFA Asset Management
Wisconsin
$62.9K +$44.9K +1,200 +248%
AWM
1805
Abound Wealth Management
Tennessee
$62.5K +$10.1K +270 +19%
KFI
1806
Key Financial Inc
Pennsylvania
$61.9K
BHWM
1807
Bay Harbor Wealth Management
Maryland
$61.6K +$224 +6 +0.4%
MFG
1808
Mendota Financial Group
Wisconsin
$61.6K
DAC
1809
Dividend Assets Capital
South Carolina
$59K
FMTCOCP
1810
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$59K
SIC
1811
SJS Investment Consulting
Ohio
$58.6K -$112 -3 -0.2%
GWSG
1812
GPS Wealth Strategies Group
Colorado
$57.3K +$57.3K +1,534 New
BWL
1813
Bogart Wealth LLC
Virginia
$57.2K -$3.55K -95 -6%
KIG
1814
Kessler Investment Group
Indiana
$56.8K -$15K -400 -21%
AWM
1815
Accel Wealth Management
Iowa
$56.2K -$3.74K -100 -6%
AFS
1816
Annapolis Financial Services
Maryland
$55.6K +$112 +3 +0.2%
LWP
1817
Lumature Wealth Partners
Georgia
$55.3K
BCMLT
1818
Beacon Capital Management LLC (Tennessee)
Tennessee
$54.9K +$112 +3 +0.2%
UIA
1819
Ulland Investment Advisors
Minnesota
$54K
NECFA
1820
New England Capital Financial Advisors
Connecticut
$53.4K +$5.87K +157 +12%
CCM
1821
Carderock Capital Management
Maryland
$52.3K +$52.3K +1,400 New
MWM
1822
Mascoma Wealth Management
New Hampshire
$52.2K
HCM
1823
Hollencrest Capital Management
California
$50.7K
FC
1824
Family CFO
California
$50.4K
BSC
1825
Brown Shipley & Co
United Kingdom
$49.9K +$49.9K +1,336 New