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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 %
BOM
1201
Bank of Marin
California
$632K -$645K -15,617 -51%
IWA
1202
IVC Wealth Advisors
Pennsylvania
$631K +$404K +15,320 +177%
HWAM
1203
Hennion & Walsh Asset Management
New Jersey
$631K -$30.3K -734 -5%
CT
1204
Chicago Trust
Illinois
$631K +$147K +3,574 +31%
RIA
1205
Richwood Investment Advisors
Ohio
$631K -$34.8K -844 -5%
WPW
1206
Waldron Private Wealth
Pennsylvania
$629K – – –
ALAM
1207
Asahi Life Asset Management
Japan
$629K -$48.3K -1,170 -7%
DI
1208
Diligent Investors
California
$629K -$19.3K -467 -3%
DWM
1209
Dakota Wealth Management
Florida
$629K +$251K +6,090 +67%
VV
1210
Verity & Verity
South Carolina
$627K +$400K +9,677 +176%
TFS
1211
Thoroughbred Financial Services
Tennessee
$627K +$282K +6,848 +82%
AT
1212
American Trust
Kentucky
$626K -$11K -266 -2%
JFA
1213
JNBA Financial Advisors
Minnesota
$622K -$8.13K -197 -1%
JSL
1214
JT Stratford LLC
Georgia
$621K -$1.08M -26,178 -64%
CA
1215
Claro Advisors
Massachusetts
$620K +$152K +3,675 +32%
ET
1216
Equitable Trust
Tennessee
$620K -$45K -1,091 -7%
TAM
1217
Tocqueville Asset Management
New York
$617K +$4.87K +118 +0.8%
PWA
1218
Providence Wealth Advisors
Illinois
$615K +$6.36K +150 +1%
CA
1219
Carson Advisory
Georgia
$613K +$53.2K +1,289 +10%
PFA
1220
Pure Financial Advisors
California
$610K -$32.1K -777 -5%
CT
1221
Coastline Trust
Rhode Island
$605K +$27.3K +660 +5%
HCP
1222
Hexagon Capital Partners
Arkansas
$604K -$3.51K -85 -0.6%
AWM
1223
Axxcess Wealth Management
California
$604K +$288K +6,983 +91%
VIM
1224
VELA Investment Management
Ohio
$604K +$20K +485 +3%
BFA
1225
Bragg Financial Advisors
North Carolina
$603K -$1.9K -46 -0.3%
47 48
49
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