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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 %
Fuller & Thaler Asset Management
401
Fuller & Thaler Asset Management
California
$8.31M +$948K +22,964 +13%
LOPW
402
Live Oak Private Wealth
North Carolina
$8.29M +$51.1K +1,237 +0.6%
AIMCA
403
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.26M -$3.39M -82,082 -29%
JCP
404
Jennifer C. Price
$8.26M – – –
EGM
405
Engineers Gate Manager
New York
$8.26M +$7.34M +177,816 +804%
CB
406
Commerce Bank
Missouri
$8.23M -$62.7K -1,518 -0.8%
PIM
407
Perpetual Investment Management
Australia
$8.1M +$1.16M +28,170 +17%
WP
408
WealthSource Partners
California
$8.07M -$17.8K -432 -0.2%
RJT
409
Raymond James Trust
Florida
$7.86M +$9.58K +232 +0.1%
CIBC Private Wealth Group
410
CIBC Private Wealth Group
Georgia
$7.82M -$17.1K -563 -0.2%
SM
411
Salzhauer Michael
$7.82M +$128K +3,100 +2%
VI
412
Vestcor Inc
New Brunswick, Canada
$7.8M +$27.6K +669 +0.4%
CWA
413
Consilium Wealth Advisory
Texas
$7.77M -$238K -5,773 -3%
AAA
414
Adams Asset Advisors
Texas
$7.71M -$24.9K -602 -0.3%
NB
415
Norinchukin Bank
Japan
$7.67M -$2.02M -48,912 -21%
LA
416
LBP AM
France
$7.65M +$7.65M +185,157 New
SIA
417
Sit Investment Associates
Minnesota
$7.57M -$1.87M -45,325 -20%
DILIC
418
Dai-ichi Life Insurance Company
Japan
$7.56M +$6.03M +146,026 +394%
OCM
419
Olstein Capital Management
New York
$7.52M +$206K +5,000 +3%
LCM
420
Laurion Capital Management
New York
$7.51M +$7.49M +181,497 +38,130%
NMERB
421
New Mexico Educational Retirement Board
New Mexico
$7.51M -$491K -11,900 -6%
AIA
422
Allied Investment Advisors
Montana
$7.45M -$9.79K -237 -0.1%
MCM
423
Maltese Capital Management
New York
$7.43M +$1.03M +25,000 +16%
ACI
424
Alpha Cubed Investments
California
$7.27M -$851K -20,609 -10%
BIM
425
Bridges Investment Management
Nebraska
$7.24M -$6.1M -147,678 -46%
15 16
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