WFC icon

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 %
WSTAM
1151
Wilbanks Smith & Thomas Asset Management
Virginia
$702K +$151K +3,656 +27%
HAG
1152
HF Advisory Group
Maryland
$699K +$699K +16,922 New
DWA
1153
Douglass Winthrop Advisors
New York
$698K – – –
GAG
1154
GM Advisory Group
New York
$696K -$1.49K -36 -0.2%
CIA
1155
Cladis Investment Advisory
Montana
$693K +$5K +121 +0.7%
Koshinski Asset Management
1156
Koshinski Asset Management
Illinois
$691K +$5.91K +143 +0.9%
VBFP
1157
Valtinson Bruner Financial Planning
Minnesota
$690K -$70.2K -1,619 -9%
CIA
1158
Cascade Investment Advisors
Oregon
$685K +$685K +16,600 New
GVAG
1159
Great Valley Advisor Group
Delaware
$684K -$55.8K -1,352 -8%
AWA
1160
Arkadios Wealth Advisors
Georgia
$683K +$30.1K +729 +5%
AF
1161
Advisornet Financial
Minnesota
$683K -$42.4K -1,026 -6%
NICM
1162
Neo Ivy Capital Management
New York
$681K +$436K +10,548 +178%
JWA
1163
JFS Wealth Advisors
Pennsylvania
$681K +$246K +5,952 +56%
SB
1164
Simmons Bank
Arkansas
$680K -$34.7K -840 -5%
HBT
1165
Heartland Bank & Trust
Illinois
$679K -$52.9K -1,280 -7%
HCM
1166
Hutner Capital Management
Vermont
$679K +$41 +1 +0%
GPA
1167
Garrison Point Advisors
California
$677K – – –
RIM
1168
RW Investment Management
Idaho
$674K +$674K +16,313 New
IWM
1169
IHT Wealth Management
Illinois
$672K -$39.7K -962 -6%
KMWM
1170
Keudell/Morrison Wealth Management
Oregon
$670K -$9.37K -227 -1%
CB
1171
Centennial Bank
Arkansas
$668K +$668K +16,177 New
LF
1172
Lantz Financial
Illinois
$668K -$42K -1,016 -6%
GS
1173
Gagnon Securities
New York
$667K +$144K +3,602 +28%
Fayez Sarofim & Co
1174
Fayez Sarofim & Co
Texas
$666K -$4.32M -104,618 -87%
RT
1175
Rockland Trust
Massachusetts
$665K +$1.24K +30 +0.2%
45 46
47
48 49