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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 %
BJL
901
Brighton Jones LLC
Washington
$1.27M -$47.2K -1,142 -4%
NHC
902
Nicholas Hoffman & Company
Georgia
$1.27M -$18.5K -447 -1%
SSI
903
Scott & Selber Inc
Texas
$1.26M -$2.68K -65 -0.2%
WGAM
904
Wilkinson Global Asset Management
New York
$1.26M – – –
VIM
905
Vista Investment Management
Pennsylvania
$1.25M +$44.2K +1,071 +4%
DWM
906
Drive Wealth Management
Utah
$1.25M +$665K +16,113 +114%
MIC
907
Meridian Investment Counsel
California
$1.25M – – –
SWM
908
Shelton Wealth Management
Texas
$1.25M +$950 +23 +0.1%
RCM
909
RNC Capital Management
California
$1.25M -$688K -16,668 -36%
PFG
910
Peterson Financial Group
Iowa
$1.24M -$615K -14,886 -33%
BAAM
911
Baker Avenue Asset Management
California
$1.24M +$318K +7,711 +35%
FCBT
912
First Citizens Bank & Trust
North Carolina
$1.24M +$19.1K +463 +2%
CGL
913
Clarius Group LLC
Washington
$1.24M +$25.8K +625 +2%
EIM
914
Essex Investment Management
Massachusetts
$1.23M -$69.7K -1,688 -5%
AA
915
Ancora Advisors
Ohio
$1.23M -$423K -10,241 -26%
CPIG
916
Chicago Partners Investment Group
Illinois
$1.23M -$116K -2,417 -9%
BNP Paribas Asset Management
917
BNP Paribas Asset Management
France
$1.23M +$1.23M +29,714 New
BP
918
Ballentine Partners
Massachusetts
$1.23M +$93K +2,253 +8%
CAS
919
Coppell Advisory Solutions
Texas
$1.23M +$1.23M +29,677 New
CASC
920
Coppell Advisory Solutions Corp
Texas
$1.23M +$1.23M +29,677 New
NB
921
Nicolet Bankshares
Wisconsin
$1.22M +$227K +5,494 +23%
LIM
922
Leavell Investment Management
Alabama
$1.22M -$20.6K -500 -2%
FG
923
Fiduciary Group
Georgia
$1.21M -$214K -5,176 -15%
MIM
924
Marco Investment Management
Georgia
$1.21M +$82.6K +2,000 +7%
GJIC
925
Gamble Jones Investment Counsel
California
$1.21M +$4.13K +100 +0.3%
35 36
37
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