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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 %
ACM
701
Aquatic Capital Management
Illinois
$2.28M +$2.28M +55,300 New
MSS
702
Mitchell Sinkler & Starr
Pennsylvania
$2.28M -$178K -4,318 -7%
CA
703
Clearstead Advisors
Ohio
$2.27M -$33.4K -810 -1%
LCM
704
Legato Capital Management
California
$2.26M +$2.26M +54,661 New
NC
705
NBW Capital
Massachusetts
$2.24M -$2.05M -49,768 -48%
SWS
706
SYSTM Wealth Solutions
Illinois
$2.24M +$2.24M +54,229 New
WKWM
707
Walter & Keenan Wealth Management
Indiana
$2.23M – – –
SBH
708
Segall Bryant & Hamill
Illinois
$2.23M -$57.1K -1,384 -3%
DEA
709
DoubleLine ETF Adviser
Florida
$2.22M +$2.22M +53,739 New
KPWS
710
Kestra Private Wealth Services
Texas
$2.21M -$224K -5,429 -9%
WPA
711
Winning Points Advisors
Florida
$2.19M -$204K -4,950 -9%
PAM
712
Private Asset Management
California
$2.19M +$21.8K +527 +1%
GGHC
713
Gilder Gagnon Howe & Co
New York
$2.16M -$21.6K -524 -1%
HAI
714
Hennessy Advisors Inc
California
$2.15M -$165K -4,000 -7%
QCM
715
Quantinno Capital Management
New York
$2.14M -$62K -1,501 -3%
LCOV
716
London Company of Virginia
Virginia
$2.13M -$3.14K -76 -0.1%
WWA
717
WCG Wealth Advisors
Nevada
$2.13M +$270K +6,548 +15%
AFS
718
Aft Forsyth & Sober
Florida
$2.13M – – –
ABC
719
Associated Banc-Corp
Wisconsin
$2.11M -$46.5K -1,127 -2%
IWA
720
Intercontinental Wealth Advisors
Texas
$2.11M -$3.18K -77 -0.2%
ORAM
721
One River Asset Management
Connecticut
$2.11M +$2.11M +51,028 New
CICI
722
Capital Investment Counsel Inc
North Carolina
$2.1M +$164K +3,966 +8%
SPIA
723
Steward Partners Investment Advisory
New York
$2.09M -$11.3K -273 -0.5%
SCM
724
Silvant Capital Management
Georgia
$2.09M +$39.4K +955 +2%
WPC
725
White Pine Capital
Minnesota
$2.08M +$188K +4,565 +10%
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