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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 %
SFA
501
Semmax Financial Advisors
North Carolina
$4.92M +$194K +4,392 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
502
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.88M -$19.9M -481,901 -80%
MPM
503
Meritage Portfolio Management
Kansas
$4.72M -$63.9K -1,547 -1%
PA
504
PFG Advisors
Arizona
$4.72M -$43.3K -1,049 -0.9%
TIM
505
Thompson Investment Management
Wisconsin
$4.72M -$217K -5,263 -4%
SAM
506
Sabadell Asset Management
Spain
$4.69M -$2.21M -51,749 -32%
MP
507
MSD Partners
New York
$4.64M – – –
CM
508
Capula Management
Cayman Islands
$4.64M -$1.72M -41,720 -27%
Pacer Advisors
509
Pacer Advisors
Pennsylvania
$4.6M +$4.28M +103,562 +1,339%
TPCW
510
TD Private Client Wealth
New York
$4.59M -$437K -10,592 -9%
EWA
511
EP Wealth Advisors
California
$4.55M -$412K -9,976 -8%
Luther King Capital Management (LKCM)
512
Luther King Capital Management (LKCM)
Texas
$4.53M +$100K +2,430 +2%
AAS
513
Avantax Advisory Services
Texas
$4.52M +$452K +10,936 +11%
SG Americas Securities
514
SG Americas Securities
New York
$4.51M -$917K -22,209 -17%
EF
515
Empowered Funds
Pennsylvania
$4.51M +$3.47M +83,966 +334%
LFCM
516
Long Focus Capital Management
Puerto Rico
$4.5M +$4.5M +108,900 New
AC
517
Aldebaran Capital
Indiana
$4.49M +$4.49M +108,644 New
MHIC
518
Marble Harbor Investment Counsel
Massachusetts
$4.47M +$235K +5,700 +6%
ATPW
519
Ashton Thomas Private Wealth
Arizona
$4.47M -$77.4K -1,874 -2%
HCM
520
Hutchinson Capital Management
California
$4.44M -$661 -16 -0%
IIM
521
Intact Investment Management
Quebec, Canada
$4.43M -$1.3M -31,500 -23%
CB
522
Cooke & Bieler
Pennsylvania
$4.42M -$175K -4,245 -4%
MPIM
523
McGinn Penninger Investment Management
Virginia
$4.42M -$60.5K -1,465 -1%
FNFDCM
524
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.41M +$241K +5,644 +6%
AC
525
Asio Capital
Kentucky
$4.35M -$24.8K -601 -0.6%
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