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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 %
FCCM
976
First City Capital Management
Georgia
$1.04M -$16.3K -394 -2%
WI
977
WrapManager Inc
California
$1.04M -$43.6K -1,055 -4%
NL
978
NVWM LLC
Pennsylvania
$1.04M -$7.97K -193 -0.8%
BC
979
Bartlett & Co
Ohio
$1.04M -$123K -2,968 -11%
FCI
980
Financial Counselors Inc
Kansas
$1.04M +$190K +4,604 +22%
LPAM
981
Lodestar Private Asset Management
California
$1.04M +$1.04M +25,081 New
BCWM
982
Bartlett & Co Wealth Management
Ohio
$1.04M -$123K -2,968 -11%
CCMT
983
CMT Capital Markets Trading
Germany
$1.03M +$826K +20,000 +400%
FHA
984
First Horizon Advisors
Tennessee
$1.03M -$38.6K -935 -4%
SBIA
985
Sheaff Brock Investment Advisors
Indiana
$1.03M -$3.59K -87 -0.3%
IA
986
Insight Advisors
Pennsylvania
$1.03M -$4.14K -99 -0.4%
LWANC
987
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.03M +$27K +655 +3%
MCM
988
Monarch Capital Management
Indiana
$1.02M -$134K -3,240 -12%
WP
989
Westmount Partners
California
$1.02M +$1.02M +24,702 New
LIP
990
Lighthouse Investment Partners
Florida
$1.02M +$1.02M +24,592 New
CC
991
Cadinha & Co
Hawaii
$1.01M – – –
TAM
992
Tealwood Asset Management
Minnesota
$1.01M – – –
QCG
993
Quadrant Capital Group
Ohio
$1.01M -$22.2K -538 -2%
BMM
994
Buffington Mohr McNeal
Idaho
$1M – – –
SC
995
Sawyer & Company
Massachusetts
$996K -$23.7K -575 -2%
AT
996
Arden Trust
Delaware
$989K -$87.4K -2,117 -8%
RIL
997
Rothschild Investment LLC
Illinois
$985K -$59.1K -1,430 -6%
FBT
998
First Bank & Trust
South Dakota
$979K +$137K +3,322 +16%
ZIC
999
ZWJ Investment Counsel
Georgia
$978K -$51.6K -1,250 -5%
SS
1000
Sunbelt Securities
Texas
$973K -$67K -1,623 -6%
38 39
40
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