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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 %
KRSITF
476
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.61M – – –
PI
477
PineBridge Investments
New York
$5.6M -$894K -21,645 -14%
CM
478
Castleark Management
Illinois
$5.56M – – –
AIP
479
Ameritas Investment Partners
Nebraska
$5.55M -$75.3K -1,766 -1%
WAM
480
Wolverine Asset Management
Illinois
$5.5M +$5.5M +133,227 New
PVH
481
Psagot Value Holdings
Israel
$5.49M -$110K -2,664 -2%
BBI
482
Baxter Bros Inc
Connecticut
$5.46M -$67.8K -1,643 -1%
ECM
483
Estabrook Capital Management
New York
$5.46M -$119K -2,884 -2%
IFAM
484
Institutional & Family Asset Management
Colorado
$5.46M -$14.5K -352 -0.3%
PA
485
Pinnacle Associates
New York
$5.43M -$161K -3,898 -3%
KOCAA
486
Knights of Columbus Asset Advisors
Connecticut
$5.4M +$1.14M +27,533 +27%
NLGIA
487
Nippon Life Global Investors Americas
New York
$5.37M +$227K +5,500 +4%
RCC
488
Red Cedar Capital
Nebraska
$5.34M – – –
RGI
489
River Global Investors
United Kingdom
$5.32M +$345K +8,348 +7%
UCI
490
Uncommon Cents Investing
Wisconsin
$5.3M +$40.1K +970 +0.8%
BS
491
Boenning & Scattergood
Pennsylvania
$5.27M +$108K +2,228 +2%
CIP
492
Chartwell Investment Partners
Pennsylvania
$5.25M -$816K -19,765 -13%
FNBOO
493
First National Bank of Omaha
Nebraska
$5.18M +$480K +11,614 +10%
SWP
494
Stratos Wealth Partners
Ohio
$5.07M +$1.12M +27,094 +28%
CTA
495
Chesley Taft & Associates
Illinois
$5.04M +$54.9K +1,330 +1%
PWM
496
Perigon Wealth Management
California
$5.03M +$711K +17,231 +16%
CHAM
497
Clear Harbor Asset Management
Connecticut
$5.03M +$3.07M +74,361 +157%
IC
498
IEQ Capital
California
$5.03M +$131K +3,163 +3%
HCM
499
Harspring Capital Management
New York
$4.95M – – –
NMIMC
500
Northwestern Mutual Investment Management Company
Wisconsin
$4.93M -$886K -21,453 -15%
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