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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 %
EE
2126
EWG Elevate
California
-$54.4K -1,318 Closed
HNWAG
2127
High Net Worth Advisory Group
Florida
-$49K -1,187 Closed
MS
2128
Mizuho Securities
Japan
-$47.9K -1,160 Closed
FWA
2129
Freedom Wealth Alliance
Wisconsin
-$39.8K -965 Closed
KI
2130
Kapitalo Investimentos
Brazil
-$37.7K -914 Closed
MDCM
2131
Morgan Dempsey Capital Management
Wisconsin
-$37.4K -906 Closed
LAM
2132
Lakewood Asset Management
Illinois
-$37K -904 Closed
FIA
2133
FNY Investment Advisers
New York
-$34K -846 Closed
DWP
2134
Destiny Wealth Partners
Florida
-$31.7K -767 Closed
BHWM
2135
Beaird Harris Wealth Management
Texas
-$21.5K -520 Closed
MPCL
2136
My Personal CFO LLC
Washington
-$17.5K -425 Closed
SCA
2137
Stuart Chaussee & Associates
California
-$15.1K -365 Closed
PWS
2138
Paragon Wealth Strategies
Florida
-$13.3K -322 Closed
Q
2139
QVR
California
-$12.8K -310 Closed
FCAS
2140
First Command Advisory Services
Texas
-$11K -272 Closed
CWM
2141
Cedar Wealth Management
California
-$10.3K -250 Closed
FA
2142
Fiduciary Alliance
South Carolina
-$9.62K -233 Closed
R
2143
Rebalance
California
-$8.96K -217 Closed
MUMSS
2144
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$9K -210 Closed
ACP
2145
Arcus Capital Partners
Georgia
-$8.26K -200 Closed
KIA
2146
Kraematon Investment Advisors
Massachusetts
-$7.85K -190 Closed
MSCM
2147
McElhenny Sheffield Capital Management
Texas
-$6.73K -163 Closed
LS
2148
Leelyn Smith
Illinois
-$6.48K -157 Closed
CCC
2149
Chelsea Counsel Company
California
-$5.99K -145 Closed
CA
2150
Corrado Advisors
New Jersey
-$4.96K -120 Closed