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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 %
FCA
1251
FinTrust Capital Advisors
South Carolina
$565K -$42.5K -1,029 -7%
WAP
1252
Wealthcare Advisory Partners
Pennsylvania
$564K +$108K +2,604 +24%
AHB
1253
Abner Herrman & Brock
New Jersey
$562K +$562K +13,606 New
EA
1254
Eclectic Associates
California
$562K +$6.9K +167 +1%
CIP
1255
Convergence Investment Partners
Florida
$558K -$1.32K -32 -0.2%
RC
1256
Rovin Capital
Arizona
$558K -$4.58K -111 -0.8%
AIA
1257
AIMZ Investment Advisors
California
$554K -$12.8K -310 -2%
CPA
1258
Cardiff Park Advisors
California
$554K +$124 +3 +0%
AWM
1259
Alterna Wealth Management
Texas
$552K +$2.35K +57 +0.4%
CWS
1260
Cypress Wealth Services
California
$552K -$19K -459 -3%
CCM
1261
Chilton Capital Management
Texas
$550K -$41 -1 -0%
KC
1262
Knuff & Co
California
$549K – – –
BCM
1263
Bluefin Capital Management
New York
$549K -$2.57M -62,224 -82%
FMWA
1264
Forvis Mazars Wealth Advisors
Missouri
$549K -$16.7K -404 -3%
AIA
1265
Arbor Investment Advisors
North Carolina
$548K +$548K +13,266 New
CC
1266
Cannell & Co
New York
$546K +$107K +2,580 +24%
WAM
1267
Weatherly Asset Management
California
$544K – – –
FSCM
1268
Front Street Capital Management
Montana
$543K -$12.3K -299 -2%
WTB
1269
Washington Trust Bank
Washington
$542K +$142K +3,448 +36%
BP
1270
BBR Partners
New York
$541K -$23.7K -575 -4%
PWM
1271
Purus Wealth Management
California
$541K +$3.47K +84 +0.6%
WB
1272
West Bancorporation
Iowa
$541K – – –
GCM
1273
Gladius Capital Management
Illinois
$540K +$540K +13,080 New
JIC
1274
Johnson Investment Counsel
Ohio
$538K -$2.68K -65 -0.5%
WG
1275
Welch Group
Alabama
$537K -$11.9K -288 -2%
49 50
51
52 53