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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 %
WBG
1126
Wharton Business Group
Pennsylvania
$735K +$4.34K +105 +0.6%
CA
1127
Cumberland Advisors
Florida
$735K -$53.7K -1,300 -7%
DTC
1128
Davidson Trust Company
Washington
$730K -$95.1K -2,304 -12%
CW
1129
CIC Wealth
Maryland
$730K +$730K +17,680 New
EFS
1130
Essex Financial Services
Connecticut
$729K -$17.7K -428 -2%
PCIA
1131
Prime Capital Investment Advisors
Kansas
$727K +$461K +11,154 +173%
LD
1132
Lipe & Dalton
New York
$727K +$35.1K +850 +5%
BCM
1133
Boltwood Capital Management
California
$727K -$33K -800 -4%
PCA
1134
Personal Capital Advisors
California
$725K -$227K -5,497 -24%
BWP
1135
Baldwin Wealth Partners
Massachusetts
$724K +$128K +3,100 +21%
APC
1136
Aspire Private Capital
North Carolina
$722K +$71.4K +1,729 +11%
NSIM
1137
North Star Investment Management
Illinois
$721K +$103K +2,486 +17%
GFP
1138
Gryphon Financial Partners
Ohio
$717K +$39.2K +950 +6%
PCP
1139
Proficio Capital Partners
Massachusetts
$717K -$78K -1,883 -10%
CW
1140
CreativeOne Wealth
Kansas
$716K -$10.8K -262 -1%
CL
1141
Choreo LLC
Illinois
$712K +$298K +7,146 +72%
TBA
1142
Tower Bridge Advisors
Pennsylvania
$711K +$36.1K +875 +5%
ECG
1143
Edge Capital Group
Georgia
$710K +$199K +4,818 +39%
Legacy Financial Group (Iowa)
1144
Legacy Financial Group (Iowa)
Iowa
$709K -$3.84K -93 -0.5%
S
1145
Seeyond
France
$709K +$302K +7,311 +74%
CC
1146
Chicago Capital
Illinois
$709K – – –
MCM
1147
Mainstay Capital Management
Michigan
$707K +$11.4K +275 +2%
SIA
1148
Strategic Investment Advisors
Michigan
$707K +$5.33K +129 +0.8%
VA
1149
Valmark Advisers
Ohio
$704K +$281K +6,798 +66%
PMA
1150
Prudent Man Advisors
Illinois
$704K +$11K +266 +2%
44 45
46
47 48