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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 %
ITFISA
2001
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$2.95M -71,500 Closed
TFA
2002
Teamwork Financial Advisors
Texas
-$2.92M -70,738 Closed
NG
2003
NatWest Group
United Kingdom
-$2.5M -60,507 Closed
Simplex Trading
2004
Simplex Trading
Illinois
-$2.34M -56,601 Closed
BBA
2005
Baader Bank Aktiengesellschaft
Germany
-$2.31M -55,914 Closed
GQG Partners
2006
GQG Partners
Florida
-$1.95M -47,292 Closed
TGAM
2007
TBH Global Asset Management
Tennessee
-$1.91M -46,336 Closed
TIM
2008
Timelo Investment Management
Ontario, Canada
-$1.86M -45,000 Closed
TA
2009
TKG Advisors
Indiana
-$1.77M -42,978 Closed
HBWM
2010
Hollow Brook Wealth Management
New York
-$1.69M -40,844 Closed
CAC
2011
Cowen and Company
New York
-$1.39M -33,640 Closed
PFG
2012
Peterson Financial Group
Iowa
-$1.24M -30,072 Closed
EIM
2013
Essex Investment Management
Massachusetts
-$1.23M -29,886 Closed
TW
2014
Towerpoint Wealth
California
-$82.3K -29,462 Closed
CWP
2015
Core Wealth Partners
California
-$320K -28,914 Closed
CMTU
2016
Capital Markets Trading (UK)
United Kingdom
-$1.16M -27,977 Closed
OC
2017
Optimas Capital
Hong Kong
-$1.07M -25,900 Closed
LIP
2018
Lighthouse Investment Partners
Florida
-$1.02M -24,592 Closed
AM
2019
AGF Management
Ontario, Canada
-$897K -21,733 Closed
PP
2020
Paloma Partners
Connecticut
-$893K -21,616 Closed
PCM
2021
PAR Capital Management
Massachusetts
-$867K -21,000 Closed
IMA
2022
Investment Management Associates
Colorado
-$866K -20,967 Closed
CA
2023
Claris Advisors
Missouri
-$843K -20,405 Closed
FL
2024
Fourthstone LLC
Missouri
-$830K -20,110 Closed
ECP
2025
Epacria Capital Partners
Colorado
-$823K -19,925 Closed