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Wells Fargo

1,975 hedge funds and large institutions have $115B invested in Wells Fargo in 2023 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 630 increasing their positions, 900 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,975
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
31.15%
Holding in Top 10
61
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.86%
% of All Funds
0.96%
New
161
Increased
630
Reduced
900
Closed
147
Calls
$2.44B
Puts
$3.57B
Net Calls
-$1.14B
Net Calls Change
-$6.41M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
1901
Bellevue Asset Management
Washington
$20.5K -$36.2K -847 -64%
SWM
1902
Sanctuary Wealth Management
Idaho
$20.4K +$20.4K +477 New
OIS
1903
Okabena Investment Services
Minnesota
$20K +$20K +468 New
JFG
1904
JDM Financial Group
Texas
$19.8K
SHIM
1905
Stone House Investment Management
Pennsylvania
$19.5K +$128 +3 +0.7%
FWM
1906
Focused Wealth Management
New York
$19.2K
BAM
1907
Byrne Asset Management
New Jersey
$19K -$19K -449 -50%
DMKJ
1908
David M. Knott Jr
$19K
MLA
1909
MB, Levis & Associates
Pennsylvania
$17.7K -$4.18K -98 -19%
SIS
1910
Strategic Investment Solutions
Illinois
$17.6K -$12K -300 -41%
NSG
1911
Nalls Sherbakoff Group
Tennessee
$17.5K
MFA
1912
McClarren Financial Advisors
Pennsylvania
$17K +$164 +4 +1%
CAM
1913
Costello Asset Management
Pennsylvania
$17K
NC
1914
NewSquare Capital
Pennsylvania
$16.9K
SC
1915
Stephens Consulting
Michigan
$15.2K
NOI
1916
Newton One Investments
Delaware
$15K +$128 +3 +0.9%
BG
1917
Bollard Group
Massachusetts
$15K +$15K +345 New
MIM
1918
Meridiem Investment Management
United Kingdom
$14.9K
AIC
1919
Archer Investment Corporation
Indiana
$14.6K -$19.2K -450 -57%
AFIA
1920
America First Investment Advisors
Nebraska
$14.6K
WOSD
1921
WFA of San Diego
California
$13.6K +$13.6K +318 New
PP
1922
PFS Partners
New Jersey
$13.3K
BCM
1923
Bourgeon Capital Management
Connecticut
$13.1K
HDIM
1924
Hanson & Doremus Investment Management
Vermont
$13K
WIM
1925
Westside Investment Management
California
$12.8K