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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 %
JMF
1826
Johnson Midwest Financial
Iowa
$49.8K +$299 +8 +0.6%
BAM
1827
Bellevue Asset Management
Washington
$49.6K +$112 +3 +0.2%
VCM
1828
Versant Capital Management
Arizona
$49.6K -$1.2K -32 -2%
OA
1829
Operose Advisors
Wisconsin
$49.6K +$49.6K +1,327 New
AIM
1830
Arcadia Investment Management
Michigan
$48.3K +$2.47K +66 +5%
OIA
1831
Optimum Investment Advisors
Illinois
$47.7K -$8.49K -227 -15%
CWM
1832
Cranbrook Wealth Management
Michigan
$47.7K
IRAG
1833
Investment Research & Advisory Group
Georgia
$45.8K
BONH
1834
Bank of New Hampshire
New Hampshire
$45.6K
ME
1835
McIlrath & Eck
Washington
$44.6K
RA
1836
Rise Advisors
New York
$42.8K -$5.53K -148 -11%
BIA
1837
Bell Investment Advisors
California
$42.2K +$4.6K +123 +12%
BWA
1838
BDO Wealth Advisors
Florida
$41.7K +$8.97K +240 +27%
AWM
1839
Atticus Wealth Management
Florida
$39.2K -$93.5K -2,500 -70%
RA
1840
Rational Advisors
New York
$39K +$1.61K +43 +4%
FCA
1841
Fortis Capital Advisors
Kansas
$37.4K -$11.2K -300 -23%
WAM
1842
Westport Asset Management
Connecticut
$37.4K
HS
1843
Horan Securities
United States
$37.3K -$6.17K -165 -14%
AA
1844
Addison Advisors
Vermont
$37K +$9.57K +256 +35%
FDCC
1845
Foster Dykema Cabot & Co
Massachusetts
$37K +$37K +979 New
MFT
1846
Moisand Fitzgerald Tamayo
Florida
$36.7K
WAM
1847
Worth Asset Management
Texas
$35.5K
CAL
1848
Capital Advisors Ltd
Ohio
$35K -$68.6K -1,824 -66%
BAM
1849
Byrne Asset Management
New Jersey
$34K -$3.4K -90 -9%
CJL
1850
Cyrus J. Lawrence
New York
$34K