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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 %
AIA
651
Affinity Investment Advisors
California
$2.76M -$308K -7,457 -10%
BBHC
652
Brown Brothers Harriman & Co
New York
$2.76M -$14.5K -350 -0.5%
SAM
653
Shell Asset Management
Netherlands
$2.75M -$590K -14,280 -18%
PCTC
654
Perkins Coie Trust Company
Washington
$2.74M +$82.4K +1,996 +3%
CRC
655
Curi RMB Capital
Illinois
$2.74M +$41 +1 +0%
SCI
656
S&CO Inc
Massachusetts
$2.73M -$173K -4,202 -6%
WJWM
657
Williams Jones Wealth Management
New York
$2.71M +$36.3K +880 +1%
LBC
658
Lowe Brockenbrough & Co
Virginia
$2.68M +$4.09K +99 +0.2%
GIP
659
Granite Investment Partners
California
$2.67M +$24.6K +595 +0.9%
BC
660
Brookfield Corp
Ontario, Canada
$2.66M -$20M -484,950 -88%
PPW
661
Parcion Private Wealth
Washington
$2.65M – – –
ATC
662
Argent Trust Co
Tennessee
$2.64M -$89.8K -2,176 -3%
CIA
663
Capital Investment Advisors
Georgia
$2.61M +$33.4K +809 +1%
USCWA
664
U.S. Capital Wealth Advisors
Texas
$2.6M -$12.8K -310 -0.5%
TMAM
665
Tokio Marine Asset Management
Japan
$2.58M +$261K +6,319 +11%
ICM
666
IMS Capital Management
Oregon
$2.57M -$51.6K -1,250 -2%
JFG
667
Jefferies Financial Group
New York
$2.53M +$2.53M +61,363 New
KCM
668
Kanawha Capital Management
Virginia
$2.53M -$21.3K -516 -0.8%
TNA
669
True North Advisors
Texas
$2.53M – – –
HI
670
Horizon Investments
North Carolina
$2.53M +$180K +4,394 +8%
BFG
671
Bleakley Financial Group
New Jersey
$2.53M +$2.53M +61,174 New
HWM
672
HighMark Wealth Management
Minnesota
$2.52M +$257K +6,225 +11%
BC
673
Burleson & Co
California
$2.51M -$10.4K -252 -0.4%
NG
674
NatWest Group
United Kingdom
$2.5M -$66.9K -1,621 -3%
VF
675
Virtu Financial
New York
$2.48M +$2.48M +59,955 New
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