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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 %
SA
776
SRH Advisors
Kansas
$1.76M -$53.7K -1,300 -3%
MYIA
777
Mount Yale Investment Advisors
Colorado
$1.76M -$519K -12,571 -23%
CIA
778
Cohen Investment Advisors
New Hampshire
$1.76M -$12.5K -302 -0.7%
UAS
779
United Asset Strategies
New York
$1.76M -$20.6K -499 -1%
JWM
780
Jupiter Wealth Management
Colorado
$1.75M -$206K -5,000 -11%
AWE
781
Avidian Wealth Enterprises
Texas
$1.75M +$87.2K +2,111 +5%
GI
782
GS Investments
Minnesota
$1.75M – – –
BFIM
783
Beese Fulmer Investment Management
Ohio
$1.74M -$52.5K -1,271 -3%
WP
784
WealthPLAN Partners
Nebraska
$1.73M +$1.73M +35,767 New
FMAEN1
785
Fund Management at Engine No 1
California
$1.73M +$226K +5,474 +15%
SIG
786
Stonegate Investment Group
Alabama
$1.73M -$113K -2,743 -6%
HI
787
Hendershot Investments
Virginia
$1.73M -$269K -6,510 -13%
AWM
788
Apollon Wealth Management
South Carolina
$1.73M -$46.4K -1,124 -3%
WIM
789
WealthPlan Investment Management
Nebraska
$1.72M +$1.54K +32 +0.1%
TSWM
790
Triangle Securities Wealth Management
North Carolina
$1.72M -$8.8K -213 -0.5%
M1FG
791
Mach-1 Financial Group
Arkansas
$1.72M +$1.58M +38,172 +1,130%
MWP
792
Meridian Wealth Partners
Pennsylvania
$1.71M +$10.9K +263 +0.6%
GRP
793
Global Retirement Partners
California
$1.71M +$53.4K +1,293 +3%
LNC
794
Lincoln National Corp
Pennsylvania
$1.7M +$9.54K +231 +0.6%
AC
795
Avestar Capital
New York
$1.69M +$25.9K +628 +2%
HBWM
796
Hollow Brook Wealth Management
New York
$1.69M +$27.1K +657 +2%
CSC
797
Cove Street Capital
California
$1.69M -$86.7K -2,100 -5%
RWM
798
Ritholtz Wealth Management
New York
$1.68M -$928K -22,474 -36%
FFM
799
Forum Financial Management
Illinois
$1.68M -$3.68K -89 -0.2%
QCM
800
Qsemble Capital Management
New York
$1.68M +$1.68M +40,600 New
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