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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 %
PS
1951
PayPay Securities
Japan
$5.98K -$1.45K -34 -20%
IA
1952
IFS Advisors
Kansas
$5.04K +$5.04K +118 New
BEI
1953
Benjamin Edwards Inc
Missouri
$5K
CA
1954
Centerpoint Advisors
Massachusetts
$5K
OAJ
1955
Ogorek Anthony Joseph
New York
$5K +$5K +138 New
CWA
1956
Carolina Wealth Advisors
South Carolina
$4.82K
GFL
1957
Granite FO LLC
New Hampshire
$4.61K
EAM
1958
Eukles Asset Management
Ohio
$4.31K
TLA
1959
Tanglewood Legacy Advisors
Texas
$4.27K
TFA
1960
Toth Financial Advisory
Virginia
$3.97K
CSWM
1961
Cassady Schiller Wealth Management
Ohio
$3.37K
DAL
1962
Delta Accumulation LLC
California
$3.12K
YAL
1963
Your Advocates Ltd
Texas
$3.1K +$42 +1 +1%
DAC
1964
Dividend Assets Capital
South Carolina
$3K -$50.3K -1,340 -94%
AA
1965
AlphaMark Advisors
Kentucky
$3K -$15.8K -420 -84%
FWA
1966
FSC Wealth Advisors
New York
$2.9K
AFG
1967
Albion Financial Group
Utah
$2.86K
RI
1968
Ridgewood Investments
New Jersey
$2.71K -$4.66K -110 -63%
EWP
1969
Elevation Wealth Partners
California
$2.56K
DWA
1970
Delos Wealth Advisors
Texas
$2.13K
CAM
1971
ClariVest Asset Management
California
$2K -$1.47K -33 -42%
FGAM
1972
Financial Gravity Asset Management
Texas
$1.73K +$242 +6 +16%
CCP
1973
Cunning Capital Partners
North Carolina
$1.65K -$1.45M -38,675 Closed
VWM
1974
Valley Wealth Managers
New Jersey
$1.11K
UFF
1975
USA Financial Formulas
Michigan
$1.07K