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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 %
IUHSA
451
Itau Unibanco Holding S.A.
Brazil
$6.3M +$6.1M +147,629 +3,021%
SFS
452
Sowell Financial Services
Arkansas
$6.28M +$1.14M +27,554 +22%
PCM
453
Poehling Capital Management
Wisconsin
$6.27M +$35.1K +851 +0.6%
AF
454
Ally Financial
Michigan
$6.19M – – –
SA
455
Sicart Associates
New York
$6.13M -$64.2K -1,554 -1%
Lido Advisors
456
Lido Advisors
California
$6.05M -$2.08M -50,374 -26%
MFG
457
Monte Financial Group
Connecticut
$5.97M +$98.8K +2,392 +2%
BWM
458
BerganKDV Wealth Management
Minnesota
$5.93M -$11.1K -269 -0.2%
TCM
459
Tufton Capital Management
Maryland
$5.92M -$15.3K -370 -0.3%
BFG
460
Beacon Financial Group
Texas
$5.91M -$223K -5,371 -4%
Wellington Management Group
461
Wellington Management Group
Massachusetts
$5.9M -$24.7M -597,367 -81%
WP
462
Waycross Partners
Kentucky
$5.88M +$2.24M +54,138 +61%
VPIM
463
Vanguard Personalized Indexing Management
California
$5.87M -$537K -13,010 -8%
GCM
464
Gibraltar Capital Management
Oklahoma
$5.86M +$21.6K +523 +0.4%
AC
465
Allstate Corporation
Illinois
$5.86M +$72.1K +1,745 +1%
AIM
466
Allstate Investment Management
Illinois
$5.86M +$5.86M +141,846 New
CA
467
CSM Advisors
Pennsylvania
$5.84M +$96.2K +2,330 +2%
BTWM
468
Baker Tilly Wealth Management
Wisconsin
$5.79M +$11.6K +280 +0.2%
Kovitz Investment Group Partners
469
Kovitz Investment Group Partners
Illinois
$5.79M +$5.5M +133,173 +1,919%
USAA
470
United Services Automobile Association
Texas
$5.78M -$278K -6,741 -5%
GG
471
Gofen & Glossberg
Illinois
$5.75M -$44.4K -1,076 -0.8%
DA
472
DCM Advisors
New York
$5.73M +$2.69M +65,258 +89%
WT
473
Whittier Trust
California
$5.71M -$7.1K -172 -0.1%
BCM
474
Blume Capital Management
California
$5.68M -$7.68K -186 -0.1%
TI
475
tru Independence
Oregon
$5.62M +$62.7K +1,519 +1%
17 18
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