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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 %
CF
801
Centaurus Financial
California
$1.67M +$508K +12,306 +44%
NB
802
NBT Bank
New York
$1.67M -$36.4K -882 -2%
BL
803
Balentine LLC
Georgia
$1.66M -$162K -3,931 -9%
CS
804
Cannell & Spears
New York
$1.66M +$4.13K +100 +0.2%
JHCP
805
Jackson Hole Capital Partners
Oklahoma
$1.66M -$702 -17 -0%
SWM
806
SeaCrest Wealth Management
New York
$1.65M +$308K +7,454 +23%
AFM
807
Anson Funds Management
Texas
$1.65M +$826K +20,000 +100%
SC
808
Sepio Capital
Utah
$1.65M +$60.8K +1,473 +4%
SLI
809
Sumitomo Life Insurance
Japan
$1.64M -$35.8K -867 -2%
ADIM
810
Alpha DNA Investment Management
Maryland
$1.64M +$994K +24,062 +155%
CA
811
Cullinan Associates
Kentucky
$1.63M – – –
CAM
812
Cresset Asset Management
Illinois
$1.63M -$378K -18,320 -19%
AMM
813
American Money Management
California
$1.63M +$147K +3,566 +10%
SFI
814
Siemens Fonds Invest
Germany
$1.62M +$107K +2,595 +7%
ERIC
815
Eagle Rock Investment Company
Georgia
$1.62M – – –
EWM
816
Evercore Wealth Management
New York
$1.62M -$9.37K -227 -0.6%
IGWM
817
ICA Group Wealth Management
Colorado
$1.61M -$981K -23,754 -38%
BAM
818
Belpointe Asset Management
Nevada
$1.61M -$111K -2,699 -6%
HAM
819
Hedges Asset Management
Nevada
$1.61M +$82.6K +2,000 +5%
CIP
820
Cornerstone Investment Partners
Georgia
$1.6M – – –
CCP
821
Cunning Capital Partners
North Carolina
$1.6M – – –
CLOS
822
Compagnie Lombard Odier SCmA
Switzerland
$1.59M +$455K +11,012 +40%
BCI
823
Brinker Capital Investments
Pennsylvania
$1.59M -$94.4K -2,287 -6%
NA
824
NewEdge Advisors
Louisiana
$1.58M +$139K +13,662 +10%
SWM
825
Sendero Wealth Management
Texas
$1.58M +$362K +8,776 +30%
31 32
33
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