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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 %
JFGIW
926
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.21M -$537 -13 -0%
SS
927
Simplicity Solutions
Minnesota
$1.19M +$155K +3,743 +15%
HA
928
Heartland Advisors
Wisconsin
$1.19M +$13.9K +336 +1%
PAM
929
Peak Asset Management
Colorado
$1.19M +$8.05K +195 +0.7%
DCM
930
Dupont Capital Management
Delaware
$1.18M -$270K -6,541 -19%
DGAM
931
Desjardins Global Asset Management
Quebec, Canada
$1.17M -$1.12M -27,037 -49%
OC
932
Oarsman Capital
Wisconsin
$1.17M -$5.08K -123 -0.4%
TNB
933
Thomasville National Bank
Georgia
$1.16M -$28.9K -700 -2%
1SB
934
1ST Source Bank
Indiana
$1.16M – – –
IAN
935
Integrated Advisors Network
Texas
$1.16M -$96.3K -2,333 -8%
CMTU
936
Capital Markets Trading (UK)
United Kingdom
$1.16M -$1.76M -42,703 -60%
JIC
937
Joel Isaacson & Co
New York
$1.15M +$82.6K +2,000 +8%
H
938
HoyleCohen
California
$1.15M +$83 +2 +0%
ACS
939
Archford Capital Strategies
Illinois
$1.14M -$10.3K -250 -0.9%
SIM
940
Sterling Investment Management
Arizona
$1.14M -$74.4K -1,802 -6%
VNA
941
Valley National Advisers
Pennsylvania
$1.14M -$42.5K -996 -4%
CNBTD
942
Citizens National Bank Trust Department
Mississippi
$1.14M -$6.52K -158 -0.6%
JWM
943
Jeppson Wealth Management
California
$1.14M +$67.7K +1,640 +6%
EML
944
Eos Management LP
New York
$1.14M – – –
RIA
945
Realta Investment Advisors
Delaware
$1.13M -$62.1K -1,504 -5%
ACM
946
AlphaStar Capital Management
North Carolina
$1.13M -$10.5K -255 -0.9%
CG
947
Colony Group
Massachusetts
$1.13M +$136K +3,283 +14%
PFGIA
948
Patriot Financial Group Insurance Agency
Massachusetts
$1.13M +$93.8K +2,271 +9%
CIC
949
Carnegie Investment Counsel
Ohio
$1.13M -$14.6K -354 -1%
NCM
950
Northside Capital Management
Oregon
$1.12M – – –
36 37
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