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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 %
SSWM
2101
Smith Salley Wealth Management
North Carolina
-$204K -4,939 Closed
UBV
2102
United Bank (Virginia)
Virginia
-$203K -4,919 Closed
CWM
2103
Centurion Wealth Management
Virginia
-$203K -4,915 Closed
MFA
2104
Mayflower Financial Advisors
Massachusetts
-$202K -4,901 Closed
WF
2105
WoodTrust Financial
Wisconsin
-$202K -4,901 Closed
GD
2106
Grandfield & Dodd
New York
-$202K -4,896 Closed
SIC
2107
Samalin Investment Counsel
New York
-$202K -4,892 Closed
WCM
2108
Windsor Capital Management
Arizona
-$202K -4,880 Closed
RWP
2109
Revolve Wealth Partners
New Jersey
-$201K -4,879 Closed
TWP
2110
Tempus Wealth Planning
California
-$201K -4,873 Closed
HKIM
2111
Hayek Kallen Investment Management
Alabama
-$201K -4,860 Closed
CWA
2112
Cornerstone Wealth Advisors
Minnesota
-$201K -4,859 Closed
KFA
2113
Kapstone Financial Advisors
Ohio
-$220K -4,662 Closed
RBC
2114
Romano Brothers & Co
Illinois
-$181K -4,384 Closed
ML
2115
McAdam LLC
Pennsylvania
-$205K -4,280 Closed
NSB
2116
Norway Savings Bank
Maine
-$174K -4,222 Closed
MWM
2117
MinichMacGregor Wealth Management
New York
-$174K -4,214 Closed
AF
2118
Affiance Financial
Minnesota
-$156K -3,786 Closed
ABLA
2119
Alan B. Lancz & Associates
Ohio
-$133K -3,000 Closed
GTCM
2120
Gyon Technologies Capital Management
New Jersey
-$124K -2,994 Closed
ACM
2121
AUA Capital Management
Pennsylvania
-$116K -2,810 Closed
MS
2122
Madden Securities
Texas
-$90.3K -2,188 Closed
WOSD
2123
WFA of San Diego
California
-$78.5K -1,900 Closed
GGI
2124
Godsey & Gibb Inc
Virginia
-$74.5K -1,805 Closed
AWM
2125
Accurate Wealth Management
Florida
-$68.4K -1,614 Closed