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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 %
EF
526
Empirical Finance
Pennsylvania
$4.33M +$317K +7,687 +8%
ESBC
527
E.S. Barr & Co
Kentucky
$4.28M +$52.9K +1,282 +1%
BIG
528
Boothe Investment Group
Delaware
$4.28M +$42.6K +1,031 +1%
PI
529
PEAK6 Investments
Illinois
$4.27M +$1.52M +36,697 +55%
WAM
530
Winslow Asset Management
Ohio
$4.25M +$21.3K +517 +0.5%
PTB
531
Pioneer Trust Bank
Oregon
$4.23M -$38.4K -930 -0.9%
TI
532
Trexquant Investment
Connecticut
$4.23M +$4.23M +102,423 New
ACA
533
Aptus Capital Advisors
Alabama
$4.23M +$3.96M +95,809 +1,468%
UAM
534
Unison Asset Management
Florida
$4.21M – – –
HRC
535
Hoertkorn Richard Charles
$4.2M -$8.26K -200 -0.2%
BG
536
Bahl & Gaynor
Ohio
$4.18M +$15.9K +386 +0.4%
LFAS
537
Level Four Advisory Services
Texas
$4.15M -$212K -5,135 -5%
API
538
Advisor Partners II
California
$4.15M +$25.8K +626 +0.6%
DWM
539
Dorchester Wealth Management
Quebec, Canada
$4.15M -$166K -4,030 -4%
CFLC
540
California First Leasing Corp
California
$4.15M – – –
Hudson Bay Capital Management
541
Hudson Bay Capital Management
Connecticut
$4.13M -$12.4M -300,000 -75%
RC
542
RBF Capital
California
$4.13M – – –
SAM
543
Silphium Asset Management
United Kingdom
$4.13M +$1.65M +40,000 +67%
RA
544
RFG Advisory
Alabama
$4.08M +$7.38K +155 +0.2%
OLA
545
Oliver Luxxe Assets
New Jersey
$4.05M +$107K +2,603 +3%
BBVA
546
Banco Bilbao Vizcaya Argentaria
Spain
$4.05M -$7.81M -189,237 -66%
BBWA
547
Bell & Brown Wealth Advisors
California
$4.04M +$1.05M +25,421 +35%
E
548
Ergoteles
New York
$4.03M +$1.95M +47,317 +94%
ASN
549
Advisory Services Network
Georgia
$4.03M -$433K -10,479 -10%
AF
550
Alerus Financial
North Dakota
$4.01M +$3.76M +90,997 +1,458%
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