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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 %
KFC
2076
Klingenstein Fields & Co
New York
-$219K -5,295 Closed
ITIM
2077
Indiana Trust & Investment Management
Indiana
-$218 -5,290 Closed
DAM
2078
Deltec Asset Management
New York
-$217K -5,260 Closed
PAM
2079
Pegasus Asset Management
New York
-$217K -5,255 Closed
MC
2080
Middleton & Co
Massachusetts
-$215K -5,210 Closed
OWM
2081
OneAscent Wealth Management
Alabama
-$214K -5,186 Closed
BWM
2082
Buckley Wealth Management
Nevada
-$213K -5,169 Closed
JWS
2083
Juncture Wealth Strategies
Arizona
-$213K -5,160 Closed
TWA
2084
TPB Wealth Advisors
Texas
-$212K -5,124 Closed
HWM
2085
Hohimer Wealth Management
Washington
-$211K -5,121 Closed
BWA
2086
Burt Wealth Advisors
Maryland
-$211K -5,117 Closed
ORC
2087
O'Rourke & Company
Massachusetts
-$211K -5,100 Closed
FWTB
2088
First Western Trust Bank
Colorado
-$210K -5,091 Closed
AAM
2089
Augustine Asset Management
Florida
-$210K -5,088 Closed
TW
2090
TrinityPoint Wealth
Connecticut
-$210K -5,084 Closed
FM
2091
Family Management
New York
-$209K -5,073 Closed
ANB
2092
Amarillo National Bank
Texas
-$209K -5,066 Closed
GWANC
2093
Guardian Wealth Advisors (North Carolina)
North Carolina
-$209K -5,057 Closed
KCFA
2094
Key Client Fiduciary Advisors
New Jersey
-$207K -5,016 Closed
SC
2095
Shay Capital
New York
-$206K -5,000 Closed
MJP
2096
Michael J. Puzo
-$206K -5,000 Closed
VCM
2097
Virtue Capital Management
Tennessee
-$206K -4,998 Closed
GC
2098
Gratus Capital
Georgia
-$206K -4,984 Closed
MIA
2099
MMBG Investment Advisors
Florida
-$206K -4,980 Closed
AW
2100
Alaethes Wealth
Nevada
-$205K -4,955 Closed