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Wells Fargo

1,955 hedge funds and large institutions have $111B invested in Wells Fargo in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 711 increasing their positions, 818 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,955
Holders Change
-20
Holders Change %
-1.01%
% of All Funds
31.17%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
122
Increased
711
Reduced
818
Closed
120
Calls
$2.77B
Puts
$5.85B
Net Calls
-$3.09B
Net Calls Change
-$1.95B
Name Holding Trade Value Shares
Change
Shares
Change %
NOI
1901
Newton One Investments
Delaware
$14.5K +$122 +3 +0.8%
SC
1902
Stephens Consulting
Michigan
$14.5K
MIM
1903
Meridiem Investment Management
United Kingdom
$14.3K
VWM
1904
Venturi Wealth Management
Texas
$14.2K -$117K -2,852 -89%
AFIA
1905
America First Investment Advisors
Nebraska
$13.9K
AIC
1906
Archer Investment Corporation
Indiana
$13.9K
PP
1907
PFS Partners
New Jersey
$12.7K
BCM
1908
Bourgeon Capital Management
Connecticut
$12.6K
DFA
1909
DHJJ Financial Advisors
Illinois
$12.4K +$12.4K +303 New
WIM
1910
Westside Investment Management
California
$12.3K
HDIM
1911
Hanson & Doremus Investment Management
Vermont
$12K
CFS
1912
CGC Financial Services
Oregon
$11.4K
VAG
1913
VisionPoint Advisory Group
Texas
$10.4K
NF
1914
Norwood Financial
Pennsylvania
$10.2K
HB
1915
Horizon Bancorp
Indiana
$10K -$10.4K -264 -51%
CMP
1916
Coston McIsaac & Partners
Maine
$10K +$39 +1 +0.4%
GG
1917
Gleason Group
Kentucky
$9.11K +$82 +2 +0.9%
KA
1918
Kozak & Associates
Colorado
$8.56K +$79 +2 +0.9%
M
1919
MOTCO
Texas
$8.38K
JPWM
1920
Jamison Private Wealth Management
Georgia
$7.97K +$7.97K +195 New
PGAM
1921
Princeton Global Asset Management
New Jersey
$7.93K +$41 +1 +0.5%
CP
1922
Castleview Partners
Texas
$6.86K
RDFA
1923
Ritter Daniher Financial Advisory
Ohio
$6.54K
CFFP
1924
Center for Financial Planning
Michigan
$6.38K
GWMIA
1925
Global Wealth Management Investment Advisory
Florida
$6.17K