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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 %
NIC
1226
Northwest Investment Counselors
Oregon
$602K -$117K -2,830 -16%
AG
1227
Ascent Group
Virginia
$601K -$51.7K -1,251 -8%
GI
1228
Gradient Investments
Minnesota
$597K +$6.36K +154 +1%
LF
1229
LifeSteps Financial
California
$597K +$597K +14,465 New
MCM
1230
MV Capital Management
Maryland
$595K +$2.48K +60 +0.4%
LA
1231
LexAurum Advisors
Kansas
$594K +$454 +11 +0.1%
OWA
1232
One Wealth Advisors
California
$593K +$7.52K +182 +1%
CCB
1233
Cutter & Co Brokerage
Missouri
$593K +$593K +14,355 New
BMA
1234
Brooks Moore & Associates
Tennessee
$592K -$16.5K -400 -3%
ESCM
1235
Echo Street Capital Management
New York
$591K +$591K +14,303 New
BCM
1236
Becker Capital Management
Oregon
$590K -$57K -1,380 -9%
KOC
1237
Koss-Olinger Consulting
Florida
$587K -$541K -13,094 -48%
BIP
1238
Blueprint Investment Partners
North Carolina
$587K +$189K +4,583 +48%
FLI
1239
Family Legacy Inc
South Carolina
$580K – – –
ESB
1240
Essex Savings Bank
Connecticut
$579K -$7.76K -188 -1%
QPWM
1241
Quadrant Private Wealth Management
Pennsylvania
$578K +$578K +14,003 New
SFO
1242
Stokes Family Office
Louisiana
$574K -$108K -2,610 -16%
SWM
1243
Shakespeare Wealth Management
Wisconsin
$574K -$619 -15 -0.1%
OCM
1244
Osterweis Capital Management
California
$574K – – –
WBCM
1245
Wilson & Boucher Capital Management
California
$573K – – –
WWM
1246
Western Wealth Management
Colorado
$572K -$803K -19,437 -58%
CBT
1247
CoreFirst Bank & Trust
Kansas
$572K -$183K -4,422 -24%
ZB
1248
Zions Bancorporation
Utah
$571K +$73.4K +1,778 +15%
DWP
1249
Daymark Wealth Partners
Ohio
$567K +$567K +13,744 New
FNA
1250
First National Advisers
Nebraska
$567K +$141K +3,405 +33%
48 49
50
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