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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 %
FRM
1051
Fox Run Management
Connecticut
$866K +$866K +20,982 New
IMA
1052
Investment Management Associates
Colorado
$866K -$21.7K -525 -2%
CAAS
1053
Capital Asset Advisory Services
Michigan
$860K +$366K +8,855 +74%
BB
1054
Busey Bank
Illinois
$855K -$7.52K -182 -0.9%
FNT
1055
First National Trust
Pennsylvania
$854K -$12.3K -297 -1%
SRC
1056
Sage Rhino Capital
California
$854K +$9.5K +230 +1%
IWM
1057
Iams Wealth Management
Nebraska
$853K +$853K +20,661 New
STA
1058
Summit Trail Advisors
New York
$852K +$109K +2,648 +15%
BA
1059
Bristlecone Advisors
Washington
$850K – – –
MMA
1060
Miracle Mile Advisors
California
$845K +$57.6K +1,395 +7%
IRC
1061
Investors Research Corp
Georgia
$845K -$8.26K -200 -1%
LI
1062
Lafayette Investments
Maryland
$844K – – –
CA
1063
Claris Advisors
Missouri
$843K +$4.29K +104 +0.5%
HI
1064
Harbour Investments
Wisconsin
$840K +$240K +5,801 +40%
GIA
1065
GHP Investment Advisors
Colorado
$837K +$61K +1,477 +8%
SPC
1066
Stewart & Patten Company
California
$836K -$94.3K -2,284 -10%
LIA
1067
LS Investment Advisors
Michigan
$835K – – –
BBNA
1068
Bremer Bank National Association
Minnesota
$831K – – –
PWG
1069
Private Wealth Group
Florida
$830K – – –
FL
1070
Fourthstone LLC
Missouri
$830K +$830K +20,110 New
CS
1071
Comerica Securities
Michigan
$827K +$37.5K +909 +5%
HA
1072
Harbor Advisors
Florida
$826K – – –
ECP
1073
Epacria Capital Partners
Colorado
$823K +$823K +19,925 New
DI
1074
DFPG Investments
Utah
$822K +$822K +19,225 New
LI
1075
LMCG Investments
Massachusetts
$814K -$50.9K -1,232 -6%
41 42
43
44 45