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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 %
MGP
576
Metis Global Partners
California
$3.63M +$1.32M +32,064 +57%
MAM
577
Madison Asset Management
Wisconsin
$3.63M -$40.6K -982 -1%
MCM
578
MAI Capital Management
Ohio
$3.62M -$163K -3,939 -4%
RBA
579
Richard Bernstein Advisors
New York
$3.6M -$1.84M -44,598 -34%
TF
580
TIAA FSB
Florida
$3.59M -$411K -9,966 -10%
MA
581
Montag & Associates
Georgia
$3.58M -$825K -19,985 -19%
WAS
582
Wesleyan Assurance Society
United Kingdom
$3.57M – – –
RFC
583
Regions Financial Corp
Alabama
$3.56M +$4.87K +118 +0.1%
SPC
584
Sigma Planning Corp
Michigan
$3.54M +$130K +3,147 +4%
WDC
585
Woodward Diversified Capital
California
$3.52M – – –
BF
586
BOK Financial
Oklahoma
$3.48M -$460K -11,135 -12%
KA
587
Kerrisdale Advisers
Florida
$3.45M -$3.26M -78,920 -49%
BIP
588
Bouvel Investment Partners
Pennsylvania
$3.44M -$9.13K -221 -0.3%
GCP
589
Garda Capital Partners
Minnesota
$3.44M +$3.44M +83,354 New
FT
590
Fiduciary Trust
Massachusetts
$3.43M -$50.2K -1,216 -1%
COI
591
Connable Office Inc
Michigan
$3.42M – – –
PFS
592
Prospera Financial Services
Texas
$3.41M +$142K +3,450 +4%
PGFC
593
Peapack-Gladstone Financial Corp
New Jersey
$3.4M -$141K -3,426 -4%
VCM
594
Vetamer Capital Management
California
$3.37M +$1.46M +35,361 +76%
HI
595
Hoey Investments
Pennsylvania
$3.36M -$627K -15,183 -16%
GIM
596
Goelzer Investment Management
Indiana
$3.34M -$328K -7,932 -9%
Credit Agricole
597
Credit Agricole
France
$3.33M +$1.44M +34,988 +76%
WCM
598
Weik Capital Management
Pennsylvania
$3.31M -$8.88K -215 -0.3%
PIC
599
PCJ Investment Counsel
Ontario, Canada
$3.3M +$3.3M +80,000 New
AIM
600
ARGA Investment Management
Connecticut
$3.3M -$2.23M -54,030 -40%
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