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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 %
CCM
951
Carlson Capital Management
Minnesota
$1.12M +$326K +7,905 +41%
HWMA
952
Heritage Wealth Management (Arizona)
Arizona
$1.11M +$511K +12,376 +86%
FFBTD
953
First Financial Bank - Trust Division
Ohio
$1.1M -$1.12K -27 -0.1%
CC
954
Courier Capital
New York
$1.1M -$33.3K -806 -3%
MA
955
Mutual Advisors
Nebraska
$1.09M -$261K -6,318 -19%
SCM
956
Shelton Capital Management
Colorado
$1.09M -$3.12M -75,494 -74%
IIC
957
Ironwood Investment Counsel
Arizona
$1.09M -$36K -872 -3%
MSR
958
Main Street Research
Connecticut
$1.09M -$184K -4,463 -14%
FWCM
959
Ferguson Wellman Capital Management
Oregon
$1.09M +$164K +3,978 +18%
BCFD
960
Boit C.F. David
$1.08M – – –
HIC
961
Holderness Investments Company
North Carolina
$1.08M +$2.48K +60 +0.2%
WT
962
Washington Trust
Rhode Island
$1.08M -$104K -2,512 -9%
MC
963
Martin & Co
Tennessee
$1.08M +$17.9K +434 +2%
OCBCO
964
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.07M +$1.07M +26,021 New
DLG
965
Daniel L. Goodwin
$1.07M +$8.26K +200 +0.8%
HSA
966
Hussman Strategic Advisors
Maryland
$1.07M – – –
SIA
967
Soltis Investment Advisors
Utah
$1.07M -$61.6K -1,493 -5%
LWM
968
LJI Wealth Management
Indiana
$1.07M +$1.07M +25,959 New
RCAG
969
Rehmann Capital Advisory Group
Michigan
$1.07M +$8.05K +195 +0.8%
OC
970
Optimas Capital
Hong Kong
$1.07M +$1.07M +25,900 New
CIA
971
Citadel Investment Advisory
Ohio
$1.07M -$22.7K -550 -2%
TPWA
972
TRUE Private Wealth Advisors
Oregon
$1.06M +$41 +1 +0%
NEWAS
973
N.E.W. Advisory Services
Wisconsin
$1.05M +$4.09K +99 +0.4%
APP
974
Avantax Planning Partners
Iowa
$1.05M +$49.8K +1,205 +5%
NCM
975
Narwhal Capital Management
Georgia
$1.04M +$322K +7,797 +45%
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