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Wells Fargo

2,132 hedge funds and large institutions have $135B invested in Wells Fargo in 2023 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 658 increasing their positions, 889 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,132
Holders Change
+177
Holders Change %
+9.05%
% of All Funds
31.26%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
0.98%
New
313
Increased
658
Reduced
889
Closed
107
Calls
$3.15B
Puts
$4.07B
Net Calls
-$917M
Net Calls Change
+$2.17B
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
2026
Core Wealth Advisors
Florida
$24.6K +$24.6K +500 New
RS
2027
Rakuten Securities
Japan
$23.9K +$23.9K +485 New
BC
2028
Barrett & Company
Rhode Island
$23.5K
SWM
2029
Sanctuary Wealth Management
Idaho
$23.5K
HB
2030
Horizon Bancorp
Indiana
$23K +$10.5K +215 +84%
RFA
2031
Resurgent Financial Advisors
Georgia
$23K -$5.61K -114 -20%
JFG
2032
JDM Financial Group
Texas
$22.9K
SHIM
2033
Stone House Investment Management
Pennsylvania
$22.9K +$197 +4 +0.9%
PWMG
2034
Private Wealth Management Group
New Jersey
$22.1K +$22.1K +450 New
SIS
2035
Strategic Investment Solutions
Illinois
$21.7K -$1.34M -27,235 -98%
NSG
2036
Nalls Sherbakoff Group
Tennessee
$21.7K
SA
2037
Scarborough Advisors
Maryland
$21.2K +$21.2K +431 New
GAMC
2038
Garner Asset Management Corp
Texas
$21.2K +$21.2K +440 New
MFA
2039
McClarren Financial Advisors
Pennsylvania
$21K +$199 +4 +1%
BAM
2040
Bellevue Asset Management
Washington
$20.8K -$3K -61 -13%
MLA
2041
MB, Levis & Associates
Pennsylvania
$20.6K
CAM
2042
Costello Asset Management
Pennsylvania
$19.6K
NC
2043
NewSquare Capital
Pennsylvania
$18.9K -$1.97K -40 -9%
BAM
2044
Byrne Asset Management
New Jersey
$18.5K -$3.7K -75 -17%
AIC
2045
Archer Investment Corporation
Indiana
$17.9K +$1.08K +22 +6%
ACA
2046
Atlas Capital Advisors
Wyoming
$17.8K
SC
2047
Stephens Consulting
Michigan
$17.5K
MIM
2048
Meridiem Investment Management
United Kingdom
$17.2K
ETC
2049
Exchange Traded Concepts
Oklahoma
$17.2K -$168K -3,405 -91%
AFIA
2050
America First Investment Advisors
Nebraska
$16.8K