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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 %
AWA
1026
Alaska Wealth Advisors
Alaska
$910K +$910K +22,046 New
Jones Financial Companies
1027
Jones Financial Companies
Missouri
$910K -$11.5K -279 -1%
Fisher Asset Management
1028
Fisher Asset Management
Washington
$906K -$178K -4,301 -16%
SFA
1029
Source Financial Advisors
New York
$906K +$906K +21,937 New
AA
1030
Argent Advisors
Louisiana
$905K +$10.6K +256 +1%
SW
1031
SteelPeak Wealth
California
$903K +$317K +7,670 +54%
MYLI
1032
Meiji Yasuda Life Insurance
Japan
$903K -$211K -5,100 -19%
GLLW
1033
Graves Light Lenhart Wealth
Virginia
$903K -$1.9K -46 -0.2%
JIP
1034
Jaffetilchin Investment Partners
Florida
$903K +$22.6K +548 +3%
TCM
1035
Triumph Capital Management
Colorado
$899K +$331K +8,023 +58%
GA
1036
GFS Advisors
Texas
$898K – – –
AM
1037
AGF Management
Ontario, Canada
$897K +$897K +21,733 New
WA
1038
WP Advisors
California
$895K -$22.5K -544 -2%
BBA
1039
BLB&B Advisors
Pennsylvania
$893K -$10.3K -250 -1%
PP
1040
Paloma Partners
Connecticut
$893K +$893K +21,616 New
CRWM
1041
Castle Rock Wealth Management
California
$881K +$46 +1 +0%
F
1042
F3Logic
Minnesota
$881K -$91.6K -2,217 -9%
GBS
1043
Gallagher Benefit Services
Illinois
$881K +$881K +21,320 New
MPWT
1044
MassMutual Private Wealth & Trust
Connecticut
$876K +$722K +17,500 +470%
CIAS
1045
Capital Investment Advisory Services
North Carolina
$876K +$41.7K +1,009 +5%
CAG
1046
Csenge Advisory Group
Florida
$873K -$31.8K -771 -4%
LSAG
1047
Lake Street Advisors Group
New Hampshire
$872K -$157K -3,812 -15%
T
1048
TOBAM
France
$869K +$67.8K +1,642 +8%
SIM
1049
Sentry Investment Management
Wisconsin
$868K -$209K -5,062 -19%
PCM
1050
PAR Capital Management
Massachusetts
$867K +$388K +9,400 +81%
40 41
42
43 44