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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 %
MIM
826
Miller Investment Management
Pennsylvania
$1.58M – – –
P
827
Pitcairn
Pennsylvania
$1.57M +$498K +12,059 +47%
CTC
828
Central Trust Company
Missouri
$1.56M +$759K +18,371 +94%
YC
829
Yarbrough Capital
Tennessee
$1.55M – – –
MOS
830
MGO One Seven
Ohio
$1.54M +$195K +4,713 +15%
SIA
831
Schechter Investment Advisors
Michigan
$1.52M +$42K +1,016 +3%
MIFH
832
Migdal Insurance & Financial Holdings
Israel
$1.52M +$975K +23,594 +180%
OCM
833
One Capital Management
California
$1.51M -$75.8K -1,835 -5%
AAM
834
Auxier Asset Management
Oregon
$1.51M – – –
HCP
835
Holt Capital Partners
Texas
$1.5M +$43.2K +1,046 +3%
PTC
836
Private Trust Company
Ohio
$1.5M -$24.9K -604 -2%
PSC
837
Portman Square Capital
United Kingdom
$1.5M +$1.5M +36,300 New
CWM
838
Circle Wealth Management
New Jersey
$1.5M +$100K +2,426 +7%
NRS
839
Neville Rodie & Shaw
New York
$1.49M – – –
FIA
840
Foundations Investment Advisors
Arizona
$1.48M +$408K +9,888 +38%
ICG
841
InterOcean Capital Group
Tennessee
$1.48M -$205K -4,963 -12%
CM
842
Columbus Macro
Pennsylvania
$1.48M -$37.9K -917 -2%
CG
843
Caprock Group
Idaho
$1.48M +$29.9K +725 +2%
CIA
844
Choate Investment Advisors
Massachusetts
$1.48M +$285K +6,901 +24%
CWM
845
Chemistry Wealth Management
New York
$1.48M – – –
TFA
846
Trinity Financial Advisors
Ohio
$1.48M -$133K -3,227 -8%
CCM
847
Coldstream Capital Management
Washington
$1.48M +$1.48M +35,800 New
AG
848
AIA Group
Hong Kong
$1.47M +$721K +17,465 +97%
GAM
849
Gotham Asset Management
New York
$1.46M -$14.3K -347 -1%
BFEC
850
Benjamin F. Edwards & Company
Missouri
$1.46M +$602K +14,594 +70%
32 33
34
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