WFC icon

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 %
HPC
726
HM Payson & Co
Maine
$2.07M -$372 -9 -0%
CDH
727
Charles D. Hyman
$2.07M -$26.9K -651 -1%
IR
728
IAT Reinsurance
New York
$2.06M – – –
QI
729
Qtron Investments
Massachusetts
$2.04M +$79.9K +1,934 +4%
BCP
730
Blackhawk Capital Partners
Wisconsin
$2.04M -$51.3K -1,242 -2%
GWM
731
Geneos Wealth Management
Colorado
$2.03M -$16.8K -408 -0.8%
SJL
732
Shayne & Jacobs LLC
Tennessee
$2.03M +$24.2K +586 +1%
LGF
733
LGT Group Foundation
Liechtenstein
$2.03M +$113K +2,737 +6%
AWM
734
Avior Wealth Management
Nebraska
$2.03M -$5K -121 -0.2%
WB
735
WesBanco Bank
West Virginia
$2.02M +$333K +8,061 +20%
BW
736
Bison Wealth
Georgia
$2.02M +$349K +7,544 +21%
GFI
737
Global Frontier Investments
South Carolina
$2.01M +$2.01M +48,661 New
BPCA
738
Bank Pictet & Cie (Asia)
Singapore
$2M +$208K +5,042 +12%
OIA
739
OneDigital Investment Advisors
Kansas
$1.99M +$54.3K +1,316 +3%
PTCG
740
Pring Turner Capital Group
California
$1.98M -$233K -5,642 -11%
FG
741
Foster Group
Iowa
$1.98M -$18.2K -440 -0.9%
MAS
742
Meeder Advisory Services
Ohio
$1.98M +$1.98M +47,867 New
ZCA
743
Zeke Capital Advisors
Pennsylvania
$1.97M -$106K -2,563 -5%
SG
744
Somerset Group
Minnesota
$1.97M -$9K -218 -0.5%
GQG Partners
745
GQG Partners
Florida
$1.95M +$1.95M +47,292 New
SDWIA
746
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.95M -$6.81K -165 -0.3%
KLCM
747
KG&L Capital Management
Louisiana
$1.95M +$225K +5,461 +13%
CI
748
Cigna Investments
Connecticut
$1.95M +$14K +339 +0.7%
MGWM
749
Marks Group Wealth Management
Minnesota
$1.92M +$199K +4,808 +12%
CAG
750
Crestwood Advisors Group
Massachusetts
$1.92M -$511K -12,371 -21%
28 29
30
31 32