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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 %
2L
1926
25 LLC
Missouri
$7.92K +$7.92K +206 New
FNBOSM
1927
First National Bank of South Miami
Florida
$7.48K
WFA
1928
West Financial Advisors
Iowa
$7.44K +$7.44K +199 New
SC
1929
Schubert & Co
Texas
$7.33K -$4.34K -116 -37%
PGAM
1930
Princeton Global Asset Management
New Jersey
$7.15K +$37 +1 +0.5%
FCG
1931
Financial Connections Group
California
$7K -$1.83K -50 -21%
LSA
1932
Lansing Street Advisors
Pennsylvania
$6.73K
PS
1933
PayPay Securities
Japan
$6.5K -$4.11K -110 -39%
RI
1934
Ridgewood Investments
New Jersey
$6.5K +$6.5K +174 New
BA
1935
Bellwether Advisors
Nebraska
$6.43K
CP
1936
Castleview Partners
Texas
$6.28K
OLVIG
1937
Oliver Lagore Vanvalin Investment Group
Michigan
$6.13K
RDFA
1938
Ritter Daniher Financial Advisory
Ohio
$5.98K +$5.98K +160 New
TCA
1939
Trifecta Capital Advisors
Illinois
$5.68K
BEI
1940
Benjamin Edwards Inc
Missouri
$5K -$1.5K -37 -23%
TFA
1941
Transamerica Financial Advisors
Florida
$5K
TFGT
1942
TS Financial Group (TSFG)
Illinois
$5K
BAM
1943
Baldrige Asset Management
Pennsylvania
$5K
CA
1944
Centerpoint Advisors
Massachusetts
$5K +$5K +128 New
SL
1945
Savior LLC
Massachusetts
$4.75K
YDMI
1946
Y.D. More Investments
Israel
$4.52K -$125K -3,378 -97%
GFL
1947
Granite FO LLC
New Hampshire
$4.29K
CWA
1948
Carolina Wealth Advisors
South Carolina
$4.22K
CT
1949
Clearstead Trust
Maine
$4.15K -$201K -5,370 -98%
FMP
1950
Financial Management Professionals
Texas
$4K -$16.9K -456 -81%