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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 %
LG
1851
LAM Group
Oregon
$33.6K
RFA
1852
Resurgent Financial Advisors
Georgia
$33.4K -$13.2K -353 -28%
SIS
1853
Sound Income Strategies
Florida
$33.1K -$935 -25 -3%
PAG
1854
Paladin Advisory Group
Iowa
$33.1K +$33.1K +885 New
OCM
1855
Orion Capital Management
California
$31.8K
PO
1856
Private Ocean
California
$31.4K +$4.52K +121 +17%
AWM
1857
Activest Wealth Management
Florida
$30.4K +$30.4K +812 New
Commonwealth Equity Services
1858
Commonwealth Equity Services
Massachusetts
$30.3K +$3.98K +106,535 +15%
TIM
1859
Tortoise Investment Management
New York
$29.9K
TCM
1860
Tradewinds Capital Management
Washington
$29.7K
AIC
1861
Archer Investment Corporation
Indiana
$29.6K -$25.2K -675 -46%
CTB
1862
Country Trust Bank
Illinois
$29.1K
SWA
1863
Sutton Wealth Advisors
Florida
$28.9K -$112K -3,005 -80%
KFS
1864
Kelly Financial Services
Massachusetts
$28K +$2.09K +56 +8%
SIS
1865
Strategic Investment Solutions
Illinois
$27.6K +$27.6K +738 New
CHA
1866
Carmichael Hill & Associates
Maryland
$27.4K +$187 +5 +0.7%
EI
1867
Ellevest Inc
New York
$27.2K +$27.2K +728 New
TCCM
1868
Timber Creek Capital Management
Massachusetts
$26.2K
IAS
1869
IMA Advisory Services
Colorado
$25.9K
UAML
1870
US Asset Management LLC
Pennsylvania
$25K -$680 -18 -3%
BC
1871
Barrett & Company
Rhode Island
$24.9K
SIA
1872
SkyView Investment Advisors
New Jersey
$24K
TC
1873
Truvestments Capital
Florida
$23.7K +$747 +20 +3%
AWM
1874
AllSquare Wealth Management
New York
$22.7K
AP
1875
Arlington Partners
Alabama
$22.6K