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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
+$499M
2
Capital International Investors
Capital International Investors
California
+$410M
3
Renaissance Technologies
Renaissance Technologies
New York
+$278M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$195M
5
Lazard Asset Management
Lazard Asset Management
New York
+$186M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$641M
2
Capital World Investors
Capital World Investors
California
-$610M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$369M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$365M
5
Bank of America
Bank of America
North Carolina
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
376
QV Investors
Alberta, Canada
$10M +$92.1K +2,230 +0.9%
BT
377
Brandywine Trust
Delaware
$9.96M -$254K -6,146 -2%
Wealthfront Advisers
378
Wealthfront Advisers
California
$9.85M -$1.22M -29,666 -11%
Cetera Investment Advisers
379
Cetera Investment Advisers
Illinois
$9.83M +$4.97M +120,341 +102%
Group One Trading
380
Group One Trading
Illinois
$9.8M +$4.73M +114,498 +93%
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$9.79M -$461K -11,167 -4%
FAT
382
First American Trust
California
$9.72M +$121K +2,925 +1%
DADC
383
D.A. Davidson & Co
Montana
$9.72M +$174K +4,202 +2%
TWC
384
TD Waterhouse Canada
Ontario, Canada
$9.67M -$343K -7,383 -3%
Allspring Global Investments
385
Allspring Global Investments
North Carolina
$9.65M -$1.38M -33,401 -12%
SSA
386
Schonfeld Strategic Advisors
New York
$9.56M -$44.2M -1,070,194 -82%
AssetMark Inc
387
AssetMark Inc
California
$9.54M +$2.2M +53,235 +30%
SCM
388
SKBA Capital Management
California
$9.4M -$2.07K -50 -0%
GT
389
Glenview Trust
Kentucky
$9.24M +$1.06M +25,665 +13%
HCM
390
Hillman Capital Management
Maryland
$9.11M -$274K -6,642 -3%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$9.1M +$193K +4,674 +2%
MLICM
392
Metropolitan Life Insurance Company (MetLife)
New York
$9.1M -$224K -5,425 -2%
FHB
393
First Hawaiian Bank
Hawaii
$8.91M -$65.4K -1,585 -0.7%
KAS
394
Kestra Advisory Services
Texas
$8.81M -$365K -8,844 -4%
CWM
395
Calamos Wealth Management
Illinois
$8.78M +$107K +2,597 +1%
GLA
396
Great Lakes Advisors
Illinois
$8.65M +$3.1M +75,074 +56%
ZCM
397
Ziegler Capital Management
Illinois
$8.5M +$642K +15,502 +8%
PP
398
Prudential plc
United Kingdom
$8.47M +$4.31M +104,414 +104%
MG
399
Markel Group
Virginia
$8.44M +$165K +4,000 +2%
EGA
400
Eagle Global Advisors
Texas
$8.36M -$42.4K -1,028 -0.5%
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