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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 %
TCPWM
1001
Traverso Chambers Private Wealth Management
California
$969K -$7.39K -179 -0.8%
TCM
1002
Telos Capital Management
California
$966K -$33K -800 -3%
GC
1003
GFG Capital
Florida
$965K -$85.2K -2,063 -8%
PK
1004
Pflug Koory
Nebraska
$959K -$44.3K -1,072 -4%
GG
1005
Golden Green
South Carolina
$954K +$954K +23,102 New
FB
1006
Fulton Bank
Pennsylvania
$951K +$67.4K +1,634 +8%
LP
1007
LMR Partners
United Kingdom
$945K -$50.7M -1,226,963 -98%
FNBSF
1008
First National Bank Sioux Falls
South Dakota
$941K -$1.73M -41,862 -65%
CL
1009
CSS LLC
Illinois
$939K -$41.3K -1,000 -4%
MGIA
1010
Moneta Group Investment Advisors
Missouri
$938K -$13.6K -291 -1%
WPC
1011
Wedmont Private Capital
Pennsylvania
$938K +$17K +397 +2%
IAMOG
1012
Investors Asset Management of Georgia
Georgia
$935K +$6.28K +152 +0.7%
ECM
1013
Evergreen Capital Management
Washington
$935K -$145K -3,513 -13%
AP
1014
Appleton Partners
Massachusetts
$935K -$33.9K -820 -3%
SIC
1015
Salem Investment Counselors
North Carolina
$935K +$33.2K +805 +4%
RPCONE
1016
Retirement Planning Company of New England
Rhode Island
$932K +$1.24K +30 +0.1%
LWCFA
1017
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$932K – – –
LS
1018
Livforsakringsbolaget Skandia
Sweden
$930K – – –
RPC
1019
Rossmore Private Capital
Connecticut
$928K – – –
EM
1020
Excalibur Management
Massachusetts
$923K -$7.93K -192 -0.9%
JWCA
1021
J.W. Cole Advisors
Florida
$916K +$73K +1,768 +9%
KIG
1022
Kennedy Investment Group
New Jersey
$914K +$914K +22,145 New
WHG
1023
Westwood Holdings Group
Texas
$913K -$83 -2 -0%
RL
1024
Ruffer LLP
United Kingdom
$911K – – –
AIC
1025
Argus Investors Counsel
New York
$910K +$18.1K +439 +2%
39 40
41
42 43