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
+$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 %
RCWMU
426
Rothschild & Co Wealth Management (UK)
United Kingdom
$7.17M +$12.9K +313 +0.2%
PFO
427
Pathstone Family Office
New Jersey
$7.11M +$1.67M +47,480 +31%
Vontobel Holding
428
Vontobel Holding
Switzerland
$7.05M +$328K +7,980 +5%
NEAM
429
New England Asset Management
Connecticut
$7.02M – – –
VIG
430
Vienna Insurance Group
Poland
$7M – – –
Verition Fund Management
431
Verition Fund Management
Connecticut
$6.98M -$7.64M -185,063 -52%
CG
432
Cynosure Group
Utah
$6.94M – – –
JFL
433
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.92M -$135K -3,269 -2%
SCI
434
Stableford Capital II
Arizona
$6.91M -$64.7K -1,527 -0.9%
GIM
435
Grassi Investment Management
California
$6.89M -$89.7K -2,172 -1%
IP
436
Interval Partners
New York
$6.89M -$18.5M -447,922 -73%
QT
437
Quantbot Technologies
New York
$6.81M +$5.74M +139,019 +537%
FCH
438
Freestone Capital Holdings
Washington
$6.8M -$17.8K -431 -0.3%
Acadian Asset Management
439
Acadian Asset Management
Massachusetts
$6.79M +$4.31M +104,365 +174%
PWAG
440
Polaris Wealth Advisory Group
California
$6.78M +$6.78M +158,703 New
NAM
441
NorthCrest Asset Manangement
Minnesota
$6.78M -$29.9K -723 -0.4%
TC
442
TownSquare Capital
Utah
$6.73M +$470K +11,372 +8%
FFA
443
Fragasso Financial Advisors
Pennsylvania
$6.68M +$407K +9,861 +6%
CP
444
Clayton Partners
California
$6.62M +$889K +21,532 +16%
PMAM
445
Picton Mahoney Asset Management
Ontario, Canada
$6.59M -$64.8K -1,570 -1%
DWT
446
Dorsey & Whitney Trust
South Dakota
$6.53M +$702 +17 +0%
AI
447
Atria Investments
North Carolina
$6.47M -$423K -10,250 -6%
BPA
448
Beacon Pointe Advisors
California
$6.36M +$1.16M +28,064 +22%
HCMT
449
Highland Capital Management (Tennessee)
Tennessee
$6.35M -$19.3K -467 -0.3%
BCM
450
BTC Capital Management
Iowa
$6.31M -$228K -5,453 -3%
16 17
18
19 20