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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 %
RFG
1876
RFP Financial Group
Georgia
$22.5K
TF
1877
TimeScale Financial
Massachusetts
$22.3K +$299 +8 +1%
FFL
1878
Financial Freedom LLC
Ohio
$22K +$75 +2 +0.3%
CMA
1879
Cedar Mountain Advisors
Oregon
$21.1K -$1.23K -33 -6%
BC
1880
Belmont Capital
California
$20.7K
WWP
1881
WR Wealth Planners
Missouri
$20.6K +$20.6K +550 New
DWA
1882
Dougherty Wealth Advisers
Minnesota
$20K
BCPWM
1883
Bradley & Co Private Wealth Management
Florida
$20K
LFA
1884
Level Financial Advisors
New York
$20K +$149 +4 +0.8%
MLA
1885
MB, Levis & Associates
Pennsylvania
$19.2K +$7.59K +203 +65%
HB
1886
Horizon Bancorp
Indiana
$19K -$31.1K -850 -62%
RDIA
1887
RE Dickinson Investment Advisors
Iowa
$19K
AA
1888
AlphaMark Advisors
Kentucky
$19K
MWC
1889
MBM Wealth Consultants
Missouri
$19K
LOIP
1890
Live Oak Investment Partners
Texas
$18.7K
DCM
1891
Dupont Capital Management
Delaware
$18.2K -$1.05M -28,212 -98%
JFG
1892
JDM Financial Group
Texas
$17.4K
HIM
1893
Hillsdale Investment Management
Ontario, Canada
$17.2K -$21.7K -580 -56%
GM
1894
GeoWealth Management
Illinois
$17K -$85.5K -2,088 -83%
SHIM
1895
Stone House Investment Management
Pennsylvania
$17K +$17K +454 New
FWM
1896
Focused Wealth Management
New York
$16.8K -$709 -19 -4%
NSG
1897
Nalls Sherbakoff Group
Tennessee
$16.4K +$16.4K +440 New
DMKJ
1898
David M. Knott Jr
$16K
RTL
1899
Red Tortoise LLC
Georgia
$15.4K
MFA
1900
McClarren Financial Advisors
Pennsylvania
$15K +$73 +2 +0.5%