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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 %
SAM
1101
Selway Asset Management
$776K +$727K +17,600 +1,467%
GSWM
1102
Greenup Street Wealth Management
Michigan
$775K -$4.87K -118 -0.6%
FFA
1103
First Foundation Advisors
California
$771K +$201K +4,866 +35%
PWLP
1104
Prio Wealth Limited Partnership
Massachusetts
$770K – – –
SN
1105
Sittner & Nelson
Oregon
$766K +$179K +4,346 +31%
BCM
1106
Brookstone Capital Management
Illinois
$766K +$42K +981 +6%
FI
1107
Financial Insights
Washington
$763K +$287K +6,956 +60%
MPW
1108
MGO Private Wealth
California
$761K -$19.8K -479 -3%
PWP
1109
Principle Wealth Partners
Connecticut
$758K -$3.26K -79 -0.4%
PFSC
1110
Peoples Financial Services Corp
Pennsylvania
$758K -$52.2K -1,265 -6%
NSAM
1111
North Star Asset Management
Wisconsin
$751K +$82.6K +2,000 +12%
VPP
1112
Vertex Planning Partners
Illinois
$750K +$750K +18,163 New
ROTUOC
1113
Regents of the University of California
California
$748K – – –
CT
1114
Cambridge Trust
Massachusetts
$747K -$16.2K -392 -2%
EWA
1115
EverSource Wealth Advisors
Alabama
$746K +$139K +3,377 +23%
GC
1116
Gilbert & Cook
Iowa
$744K – – –
LPT
1117
Legacy Private Trust
Wisconsin
$744K +$256K +6,208 +53%
BOC
1118
Barbara Oil Co
Illinois
$743K – – –
IVP
1119
Intrinsic Value Partners
Arizona
$743K -$467K -11,311 -39%
CWM
1120
Congress Wealth Management
Massachusetts
$741K +$741K +17,940 New
DMBA
1121
Deseret Mutual Benefit Administrators
Utah
$740K -$635K -15,384 -46%
DAS
1122
Dynamic Advisor Solutions
Arizona
$739K +$908 +22 +0.1%
KFSC
1123
Keystone Financial Services (Colorado)
Colorado
$738K +$281 +6 +0%
SFG
1124
Summit Financial Group
West Virginia
$738K +$10.3K +250 +1%
VIA
1125
Vident Investment Advisory
Georgia
$737K +$126K +3,063 +21%
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45
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