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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 %
QL
2076
Quarry LP
New York
$10.9K +$3.64K +74 +50%
KA
2077
Kozak & Associates
Colorado
$10.2K +$47 +1 +0.5%
M
2078
MOTCO
Texas
$10.1K
RFG
2079
REAP Financial Group
Texas
$10.1K +$10.1K +205 New
KWAG
2080
Kiely Wealth Advisory Group
North Carolina
$10K +$10K +200 New
PGAM
2081
Princeton Global Asset Management
New Jersey
$9.62K +$49 +1 +0.5%
JPWM
2082
Jamison Private Wealth Management
Georgia
$9.6K
PS
2083
PayPay Securities
Japan
$9.07K +$2.17K +44 +31%
B
2084
Birchbrook
Maine
$8.91K +$8.91K +181 New
VWA
2085
Valued Wealth Advisors
Utah
$8.31K +$8.31K +203 New
CP
2086
Castleview Partners
Texas
$8.27K
RDFA
2087
Ritter Daniher Financial Advisory
Ohio
$7.88K
WWM
2088
Wolff Wiese Magana
California
$7.88K +$1.23K +25 +19%
TCA
2089
Trifecta Capital Advisors
Illinois
$7.48K -$49.2K -1,000 -87%
CAM
2090
ClariVest Asset Management
California
$7.44K +$4.83K +98 +185%
GWMIA
2091
Global Wealth Management Investment Advisory
Florida
$7.43K
TFGT
2092
TS Financial Group (TSFG)
Illinois
$7K
EC
2093
EntryPoint Capital
New York
$6.84K +$6.84K +139 New
HGA
2094
Hobbs Group Advisors
South Carolina
$6.76K +$6.76K +332 New
DEM
2095
Disciplined Equity Management
Florida
$6.06K +$6.06K +123 New
KI
2096
Kapitalo Investimentos
Brazil
$5.96K -$27.6K -561 -82%
IA
2097
IFS Advisors
Kansas
$5.81K
CWA
2098
Carolina Wealth Advisors
South Carolina
$5.56K
RAM
2099
Riggs Asset Management
Pennsylvania
$5.42K +$5.42K +110 New
GFL
2100
Granite FO LLC
New Hampshire
$5.32K