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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 %
AP
1076
Adero Partners
California
$814K +$165K +3,996 +25%
AI
1077
Accredited Investors
Minnesota
$810K -$54.7K -1,324 -6%
Dimensional Fund Advisors
1078
Dimensional Fund Advisors
Texas
$809K +$23.6K +571,850 +3%
QP
1079
Quilter Plc
United Kingdom
$809K – – –
CII
1080
Capital International Inc
California
$807K +$570K +13,798 +240%
CAM
1081
Chou Associates Management
Ontario, Canada
$807K – – –
CM
1082
Crestline Management
Texas
$807K -$9.9M -239,801 -92%
CPO
1083
Cerity Partners OCIO
New York
$806K -$114K -2,763 -12%
VT
1084
Vise Technologies
New York
$803K +$113K +2,732 +16%
ONST
1085
Old North State Trust
North Carolina
$800K +$150K +3,635 +23%
BHB
1086
Bank Hapoalim BM
Israel
$799K -$152K -3,680 -16%
AAS
1087
Ameritas Advisory Services
Nebraska
$799K -$40.7K -986 -5%
SWA
1088
Stratos Wealth Advisors
Ohio
$799K -$69.8K -1,691 -8%
HW
1089
Hancock Whitney
Mississippi
$798K -$218K -5,269 -21%
I
1090
InceptionR
California
$798K +$798K +19,317 New
MMPW
1091
Mitchell McLeod Pugh & Williams
Alabama
$798K +$6.24K +151 +0.8%
AIIMS
1092
Analyst IMS Investment Management Services
Israel
$797K -$64.3K -1,555 -7%
PAM
1093
Palisade Asset Management
Minnesota
$793K -$313K -7,570 -28%
GCM
1094
Glynn Capital Management
California
$791K – – –
XF
1095
XML Financial
Maryland
$788K +$66K +1,598 +9%
TIM
1096
Triad Investment Management
California
$786K – – –
AC
1097
Annandale Capital
Texas
$784K +$289 +7 +0%
FMTC
1098
Farmers & Merchants Trust Company
California
$780K +$16.6K +403 +2%
Wolverine Trading
1099
Wolverine Trading
Illinois
$778K -$2.43M -58,913 -76%
MMHP
1100
Murphy Middleton Hinkle & Parker
Georgia
$776K +$4.91K +119 +0.6%
42 43
44
45 46