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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 %
CCA
626
Checchi Capital Advisers
California
$2.98M +$120K +2,902 +4%
IMOV
627
Investment Management of Virginia
Virginia
$2.96M -$76.7K -1,857 -3%
ITFISA
628
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.95M +$434K +10,500 +17%
IA
629
IFP Advisors
Florida
$2.95M -$297K -6,122 -9%
PFP
630
Pinnacle Financial Partners
Tennessee
$2.93M +$599K +14,504 +26%
LWIC
631
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.92M +$700K +16,950 +32%
TFA
632
Teamwork Financial Advisors
Texas
$2.92M +$2.92M +70,738 New
PB
633
Pinnacle Bancorp
Nebraska
$2.91M +$13.6K +330 +0.5%
SP
634
SWS Partners
Ohio
$2.91M +$432K +10,460 +17%
SI
635
Stephens Inc
Arkansas
$2.9M -$912K -22,082 -24%
BC
636
Burney Company
Virginia
$2.89M -$3.48M -84,272 -55%
KS
637
Karpas Strategies
Connecticut
$2.89M +$1.98K +48 +0.1%
TCM
638
Teza Capital Management
Illinois
$2.88M -$1.66M -40,258 -37%
GCM
639
Graham Capital Management
Connecticut
$2.88M +$1.09M +26,466 +61%
LDB
640
Lee, Danner & Bass
Tennessee
$2.88M +$229K +5,550 +9%
MNBTD
641
Moody National Bank Trust Division
Texas
$2.88M -$9.5K -230 -0.3%
TCA
642
Transcend Capital Advisors
New Jersey
$2.88M -$381K -9,232 -12%
SH
643
SeaTown Holdings
Singapore
$2.87M -$16.8M -407,200 -85%
CW
644
Connectus Wealth
Ohio
$2.85M +$44.2K +1,070 +2%
DA
645
Duality Advisers
Florida
$2.84M +$2.84M +68,855 New
MAM
646
Mark Asset Management
New York
$2.84M +$2.84M +68,743 New
VNIM
647
Vaughan Nelson Investment Management
Texas
$2.8M – – –
PAG
648
Private Advisor Group
New Jersey
$2.78M -$52.6K -4,919 -2%
OC
649
Oppenheimer & Co
New York
$2.78M -$10.3M -250,565 -79%
MC
650
Moors & Cabot
Massachusetts
$2.76M -$2.73K -66 -0.1%
24 25
26
27 28