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 %
Assenagon Asset Management
551
Assenagon Asset Management
Luxembourg
$4M +$13.5K +326 +0.3%
ECM
552
Elgethun Capital Management
South Dakota
$3.97M -$26.8K -639 -0.7%
AF
553
Apexium Financial
Texas
$3.94M +$41 +1 +0%
HCM
554
Hodges Capital Management
Texas
$3.93M +$196K +4,741 +5%
BCM
555
Brookmont Capital Management
Texas
$3.9M -$147K -3,552 -4%
TCM
556
Twin Capital Management
Pennsylvania
$3.89M -$44.3K -1,072 -1%
BCV
557
Banque Cantonale Vaudoise
Switzerland
$3.87M +$2.55M +61,723 +194%
CC
558
Cipher Capital
New York
$3.81M +$3.81M +92,368 New
AWS
559
Atria Wealth Solutions
New York
$3.81M +$205K +4,956 +6%
TRCT
560
Tower Research Capital (TRC)
New York
$3.81M -$8.84M -214,054 -70%
CWM
561
Concentric Wealth Management
California
$3.79M -$19K -460 -0.5%
CFB
562
Cullen/Frost Bankers
Texas
$3.79M -$204K -4,930 -5%
GCA
563
Guardian Capital Advisors
Ontario, Canada
$3.77M +$64.2K +1,500 +2%
WFC
564
Western Financial Corp
California
$3.77M -$12.4K -300 -0.3%
CK
565
Cohen Klingenstein
New York
$3.75M – – –
PAG
566
Private Advisory Group
Washington
$3.75M +$8.67K +210 +0.2%
SSG
567
Summit Securities Group
New York
$3.75M -$2.79M -67,585 -43%
BFS
568
Bard Financial Services
Connecticut
$3.74M -$816K -19,775 -18%
DTL
569
Dynamic Technology Lab
Singapore
$3.71M +$3.71M +89,739 New
MCM
570
Mill Capital Management
North Carolina
$3.7M -$23.1K -560 -0.6%
BRWA
571
B. Riley Wealth Advisors
Florida
$3.7M +$399K +9,710 +12%
HPG
572
Harvest Portfolios Group
Ontario, Canada
$3.68M +$3.68M +89,246 New
CIC
573
Cornercap Investment Counsel
Georgia
$3.68M +$68.9K +1,668 +2%
WS
574
Wedbush Securities
California
$3.65M -$330K -7,991 -8%
GFA
575
Gifford Fong Associates
California
$3.64M – – –
21 22
23
24 25