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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 %
TGAM
751
TBH Global Asset Management
Tennessee
$1.91M -$147K -3,550 -7%
BOS
752
Bank of Stockton
California
$1.91M -$9.7K -235 -0.5%
PAM
753
Paradigm Asset Management
New York
$1.9M -$1.39M -33,600 -42%
UHC
754
Union Heritage Capital
Michigan
$1.9M – – –
DBT
755
Dubuque Bank & Trust
Iowa
$1.89M -$8.38K -203 -0.4%
XWM
756
Xcel Wealth Management
Florida
$1.89M -$165K -4,000 -8%
TAM
757
Trust Asset Management
Texas
$1.88M – – –
AAM
758
Advisors Asset Management
Colorado
$1.88M -$945K -22,889 -33%
HTC
759
Haverford Trust Company
Pennsylvania
$1.88M -$319K -7,729 -15%
PI
760
PFS Investments
Georgia
$1.86M +$59.9K +1,450 +3%
PBC
761
Pavion Blue Capital
California
$1.86M -$32K -774 -2%
TIM
762
Timelo Investment Management
Ontario, Canada
$1.86M +$1.86M +45,000 New
ACIM
763
Azimuth Capital Investment Management
Michigan
$1.86M -$136K -3,300 -7%
PMG
764
Private Management Group
California
$1.86M -$122K -2,950 -6%
RSWM
765
Robertson Stephens Wealth Management
California
$1.85M -$39.8K -964 -2%
FSA
766
Franklin Street Advisors
North Carolina
$1.84M – – –
LWAC
767
Laurel Wealth Advisors (California)
California
$1.83M -$7.95K -193 -0.4%
3IP
768
3Chopt Investment Partners
Virginia
$1.82M +$1.82M +44,192 New
PAS
769
Park Avenue Securities
New York
$1.82M -$41.1K -996 -2%
EH
770
Equitable Holdings
New York
$1.82M +$830K +20,106 +84%
BSW
771
Buckingham Strategic Wealth
Missouri
$1.8M -$2.85K -69 -0.2%
HWM
772
HB Wealth Management
Georgia
$1.79M -$72.6K -1,758 -4%
ANTB
773
AMG National Trust Bank
Colorado
$1.79M +$138K +3,340 +8%
TA
774
TKG Advisors
Indiana
$1.77M +$1.77M +42,978 New
OPS
775
Orion Portfolio Solutions
Nebraska
$1.76M +$170K +4,110 +11%
29 30
31
32 33