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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 %
VFA
676
Valeo Financial Advisors
Indiana
$2.48M +$290K +7,033 +13%
KWM
677
Kingsview Wealth Management
Oregon
$2.47M -$435K -10,541 -15%
TI
678
Tidal Investments
Wisconsin
$2.47M -$106K -2,562 -4%
SCA
679
Snowden Capital Advisors
New York
$2.45M -$48.8K -1,182 -2%
RVM
680
Robinson Value Management
Texas
$2.45M +$215K +5,205 +10%
AF
681
Allworth Financial
California
$2.44M -$21.7K -526 -0.9%
LNWWM
682
Laird Norton Wetherby Wealth Management
California
$2.42M +$37.4K +905 +2%
FA
683
FDx Advisors
Illinois
$2.42M -$272K -6,583 -10%
GT
684
Greenleaf Trust
Michigan
$2.42M +$159K +3,860 +7%
ACM
685
Argyle Capital Management
Pennsylvania
$2.4M -$1.65K -40 -0.1%
VCA
686
Verdence Capital Advisors
Maryland
$2.39M -$88.3K -2,139 -4%
LCM
687
Logan Capital Management
Pennsylvania
$2.38M +$1.43M +34,729 +152%
V
688
Veritable
Delaware
$2.37M +$251K +6,067 +12%
FFN
689
Focus Financial Network
Minnesota
$2.37M -$22.1K -535 -0.9%
SCA
690
Stonebridge Capital Advisors
Minnesota
$2.36M -$47.9K -1,160 -2%
SC
691
Savant Capital
Illinois
$2.36M +$174K +4,580 +8%
FTDI
692
First Trust Direct Indexing
Massachusetts
$2.35M -$69.1K -1,674 -3%
MIH
693
Meitav Investment House
Israel
$2.34M -$38.3K -928 -2%
Simplex Trading
694
Simplex Trading
Illinois
$2.34M -$12.2M -296,240 -84%
XT
695
XTX Topco
Cayman Islands
$2.33M +$2.33M +56,485 New
APF
696
Alaska Permanent Fund
Alaska
$2.33M – – –
CA
697
Continental Advisors
Utah
$2.33M – – –
KIA
698
KCM Investment Advisors
California
$2.33M +$15.9K +386 +0.7%
BBA
699
Baader Bank Aktiengesellschaft
Germany
$2.31M – – –
SCM
700
SOL Capital Management
Maryland
$2.29M -$10.3K -250 -0.4%
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