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Wells Fargo
WFC

Overview Fund Activity

2,054 hedge funds and large institutions have $116B invested in Wells Fargo in 2022 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 736 increasing their positions, 805 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,054
Holders Change
+103
Holders Change %
+5.28%
% of All Funds
33.14%
Holding in Top 10
77
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.53%
% of All Funds
1.24%
New
237
Increased
736
Reduced
805
Closed
98
Calls
$2.25B
Puts
$3.47B
Net Calls
-$1.22B
Net Calls Change
-$191M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.63B
2
Capital International Investors
Capital International Investors
California
$1.47B
3
Renaissance Technologies
Renaissance Technologies
New York
$281M
4
Vanguard Group
Vanguard Group
Pennsylvania
$13.7B
5
Lazard Asset Management
Lazard Asset Management
New York
$533M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.72B
2
Capital World Investors
Capital World Investors
California
$2.5B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.15B
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
5
Bank of America
Bank of America
North Carolina
$862M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
226
Check Capital Management
California
$32.5M +$89.1K +2,159 +0.3%
CC
227
Carlson Capital
Texas
$32.5M +$5.13M +124,209 +19%
ASC
228
Atalanta Sosnoff Capital
New York
$32.4M -$2.71M -65,575 -8%
Alyeska Investment Group
229
Alyeska Investment Group
Illinois
$31.7M +$16.3M +393,934 +105%
GRQ
230
Gardner Russo & Quinn
Pennsylvania
$31.6M -$757K -18,330 -2%
MAMU
231
Marathon Asset Management (UK)
United Kingdom
$31.5M -$1.29M -31,321 -4%
ProShare Advisors
232
ProShare Advisors
Maryland
$31.5M +$1.61M +39,004 +5%
NRCM
233
North Reef Capital Management
California
$31.4M +$2.84M +68,808 +10%
Swedbank
234
Swedbank
Sweden
$31.4M -$166K -4,014 -0.5%
SFG
235
Sather Financial Group
Texas
$31.3M +$30.7M +742,918 +4,662%
ADEF
236
Adams Diversified Equity Fund
Maryland
$30.7M -$2.96M -71,600 -9%
CGPCS
237
Capital Group Private Client Services
California
$30.3M +$631K +15,278 +2%
VRS
238
Virginia Retirement Systems
Virginia
$29.5M +$5.1M +123,500 +21%
PG
239
Pendal Group
Australia
$29.2M +$344K +8,339 +1%
M&T Bank
240
M&T Bank
New York
$29.2M +$2.84M +68,671 +11%
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$29.1M +$244K +5,910 +0.8%
YCM
242
Yousif Capital Management
Michigan
$28.6M +$744K +18,011 +3%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$28.3M +$5.28M +127,921 +23%
CSIC
244
Clifford Swan Investment Counsel
California
$28.1M -$204K -4,949 -0.7%
URS
245
Utah Retirement Systems
Utah
$27.8M -$260K -6,300 -0.9%
Comerica Bank
246
Comerica Bank
Texas
$27.8M +$503K +11,390 +2%
TRSOTSOK
247
Teachers Retirement System of the State of Kentucky
Kentucky
$27.4M – – –
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$27.3M +$1.28M +30,913 +5%
GL
249
Governors Lane
New York
$27.2M +$285K +6,900 +1%
ACM
250
Advisors Capital Management
New Jersey
$27.1M -$21.5K -521 -0.1%
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