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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 %
JIR
1951
James Investment Research
Ohio
$4K
WWM
1952
Wolff Wiese Magana
California
$3.93K -$2.24K -60 -36%
EAM
1953
Eukles Asset Management
Ohio
$3.78K
EC
1954
Elequin Capital
New York
$3.78K +$3.78K +101 New
TLA
1955
Tanglewood Legacy Advisors
Texas
$3.74K +$3.74K +100 New
TFA
1956
Toth Financial Advisory
Virginia
$3.48K -$449 -12 -11%
M
1957
MOTCO
Texas
$3.07K
CSWM
1958
Cassady Schiller Wealth Management
Ohio
$2.95K
DAL
1959
Delta Accumulation LLC
California
$2.73K
YAL
1960
Your Advocates Ltd
Texas
$2.69K
BCMIO
1961
Beacon Capital Management Inc (Ohio)
Ohio
$2.62K +$2.62K +70 New
FGAM
1962
Financial Gravity Asset Management
Texas
$2.59K -$280 -4 -10%
FWA
1963
FSC Wealth Advisors
New York
$2.54K
AFG
1964
Albion Financial Group
Utah
$2.51K
EWP
1965
Elevation Wealth Partners
California
$2.24K +$2.24K +60 New
CAM
1966
ClariVest Asset Management
California
$2K -$359 -14 -15%
SJIM
1967
St. Johns Investment Management
Florida
$1.98K
DWA
1968
Delos Wealth Advisors
Texas
$1.87K
LWA
1969
Lowe Wealth Advisors
Maryland
$1.87K +$1.87K +50 New
MBFW
1970
Morton Brown Family Wealth
Pennsylvania
$1.87K +$1.87K +50 New
GWSA
1971
Global Wealth Strategies & Associates
Colorado
$1.72K +$1.72K +46 New
TFP
1972
Tilia Fiduciary Partners
North Carolina
$1.68K +$1.68K +45 New
TWP
1973
TFO Wealth Partners
Ohio
$1.31K +$299 +8 +30%
VWM
1974
Valley Wealth Managers
New Jersey
$972
UFF
1975
USA Financial Formulas
Michigan
$935 +$935 +25 New