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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 %
AC
1176
Apella Capital
Connecticut
$662K -$71.3K -1,726 -10%
NCM
1177
Neumann Capital Management
California
$662K -$61.9K -1,500 -9%
CCG
1178
Ceeto Capital Group
Florida
$661K +$41.3K +1,000 +7%
MM
1179
MQS Management
New York
$660K +$660K +15,974 New
EW
1180
Element Wealth
Mississippi
$658K -$5.37K -130 -0.8%
MWM
1181
Meridian Wealth Management
Kentucky
$657K +$165K +3,993 +33%
FMLI
1182
Fukoku Mutual Life Insurance
Japan
$654K -$57.5K -1,392 -8%
WA1
1183
Wimmer Associates 1
California
$653K – – –
MC
1184
Machina Capital
France
$652K +$652K +15,799 New
SYBT
1185
Stock Yards Bank & Trust
Kentucky
$652K -$7.68K -186 -1%
DG
1186
DMC Group
Alabama
$651K +$6.52K +156 +1%
WANY
1187
Wealthspire Advisors (New York)
New York
$650K -$162K -3,920 -20%
HJMC
1188
Hellman Jordan Management Company
Massachusetts
$650K +$650K +15,733 New
SG
1189
Stonnington Group
California
$649K – – –
CCM
1190
Chiron Capital Management
Florida
$647K -$90.8K -2,200 -12%
CFG
1191
Citizens Financial Group
Rhode Island
$647K +$165K +3,993 +34%
PWPS
1192
Pinnacle Wealth Planning Services
Ohio
$645K -$34.5K -835 -5%
PFM
1193
Parsec Financial Management
North Carolina
$640K -$37.6K -910 -6%
EI
1194
Ethic Inc
New York
$640K +$220K +5,325 +52%
NWM
1195
Northwest Wealth Management
Iowa
$639K -$55.1K -1,335 -8%
ONGA
1196
O'Neil Global Advisors
California
$637K -$7.68K -186 -1%
AC
1197
Abbrea Capital
California
$636K -$8.88K -215 -1%
MCM
1198
Mengis Capital Management
Oregon
$633K -$2.14K -52 -0.3%
MPAM
1199
Murphy Pohlad Asset Management
Minnesota
$632K -$10.1K -244 -2%
SWM
1200
Spire Wealth Management
Virginia
$632K -$233K -5,640 -27%
46 47
48
49 50