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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 %
AGC
601
Aspen Grove Capital
Colorado
$3.27M +$3.27M +79,167 New
SAM
602
Sompo Asset Management
Japan
$3.27M -$922K -22,340 -22%
FP
603
Factorial Partners
New York
$3.25M -$264K -6,400 -8%
BOSSRA
604
B.O.S.S. Retirement Advisors
Utah
$3.23M +$3.23M +78,211 New
Bessemer Group
605
Bessemer Group
New Jersey
$3.21M -$152K -3,682 -5%
YIA
606
YHB Investment Advisors
Connecticut
$3.2M +$215K +5,213 +7%
EIP
607
Easterly Investment Partners
Massachusetts
$3.19M -$56.4K -1,367 -2%
BCM
608
Bridgeway Capital Management
Texas
$3.19M -$6.96M -168,609 -69%
NSEDCP
609
NJ State Employees Deferred Compensation Plan
New Jersey
$3.18M – – –
HNB
610
Huntington National Bank
Ohio
$3.17M +$432K +10,464 +16%
BFS
611
Bradley Foster & Sargent
Connecticut
$3.17M +$16.5K +400 +0.5%
SW
612
SVB Wealth
Massachusetts
$3.16M -$235K -5,680 -7%
CANC
613
Culbertson A N & Co
Virginia
$3.16M +$42.8K +1,036 +1%
CA
614
Cetera Advisors
Colorado
$3.15M +$642K +15,558 +26%
BAMF
615
BI Asset Management Fondsmaeglerselskab
Denmark
$3.12M +$1.82M +44,194 +140%
CCM
616
CAAS Capital Management
New York
$3.12M +$723K +17,521 +30%
SF
617
Synovus Financial
Georgia
$3.12M +$104K +2,518 +3%
QC
618
Quadrature Capital
United Kingdom
$3.06M +$3.06M +74,188 New
WF
619
Welch & Forbes
Massachusetts
$3.06M -$30.1K -730 -1%
MWM
620
Mission Wealth Management
California
$3.06M -$18.5K -448 -0.6%
PBT
621
Pictet Bank & Trust
Bahamas
$3.03M +$365K +8,851 +14%
GSC
622
G&S Capital
Colorado
$3.03M +$2.53M +61,201 +502%
SCM
623
Schnieders Capital Management
California
$3.03M +$867K +21,002 +40%
PA
624
Profund Advisors
Maryland
$3.01M +$205K +4,961 +7%
MFG
625
Merit Financial Group
Georgia
$2.98M +$1.29M +31,262 +76%
23 24
25
26 27