WFC icon

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 %
NC
326
Nixon Capital
Texas
$13.7M -$670K -16,238 -5%
Wealth Enhancement Advisory Services
327
Wealth Enhancement Advisory Services
Minnesota
$13.7M +$11.4M +246,811 +506%
WorldQuant Millennium Advisors
328
WorldQuant Millennium Advisors
New York
$13.6M +$11.2M +270,359 +459%
BSA
329
Braun Stacey Associates
New York
$13.4M -$871K -21,105 -6%
HIC
330
Harbor Island Capital
Massachusetts
$13.4M +$43.4K +1,050 +0.3%
Axa
331
Axa
France
$13.4M -$6.96M -168,616 -34%
ELC
332
Edgar Lomax Company
Virginia
$13.2M -$122K -2,965 -0.9%
TG
333
TCW Group
California
$13.2M +$2.58M +62,471 +24%
William Blair & Company
334
William Blair & Company
Illinois
$13.1M -$554K -13,410 -4%
FCMC
335
Founders Capital Management (Connecticut)
Connecticut
$13M -$75.9K -1,837 -0.6%
SAM
336
Securian Asset Management
Minnesota
$12.9M +$171K +4,151 +1%
Walleye Capital
337
Walleye Capital
New York
$12.9M -$12.9K -313 -0.1%
TSW
338
Thompson Siegel & Walmsley
Virginia
$12.8M +$3.29M +79,774 +35%
UB
339
UMB Bank
Missouri
$12.7M -$177K -4,292 -1%
Cerity Partners
340
Cerity Partners
New York
$12.6M +$6.51M +155,093 +107%
C
341
Certuity
Florida
$12.5M +$12.5M +303,833 New
LAM
342
Lountzis Asset Management
Pennsylvania
$12.4M -$506K -10,548 -4%
MSRPS
343
Maryland State Retirement & Pension System
Maryland
$12.3M +$12.3M +298,285 New
KRS
344
Kentucky Retirement Systems
Kentucky
$12.3M +$53.8K +1,303 +0.4%
SMDAM
345
Sumitomo Mitsui DS Asset Management
Japan
$12.3M +$709K +17,182 +6%
EMPI
346
Elo Mutual Pension Insurance
Finland
$12.1M +$370K +8,951 +3%
SGK
347
Steigerwald Gordon & Koch
Virginia
$12.1M +$294K +7,111 +2%
CM
348
Churchill Management
California
$12M -$901K -21,818 -7%
Janney Montgomery Scott
349
Janney Montgomery Scott
Pennsylvania
$11.9M +$35.3K +856 +0.3%
FM
350
Freemont Management
Switzerland
$11.7M – – –
12 13
14
15 16