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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 %
GLA
1276
Good Life Advisors
Pennsylvania
$536K +$28.6K +693 +6%
FNBT
1277
FineMark National Bank & Trust
Florida
$536K -$17.9K -434 -3%
ISL
1278
Ingalls & Snyder LLC
New York
$535K -$167K -4,045 -24%
MW
1279
Marcum Wealth
Ohio
$534K +$19.2K +465 +4%
HH
1280
Hilltop Holdings
Texas
$534K -$78.9K -1,912 -13%
SSWM
1281
Sheets Smith Wealth Management
North Carolina
$532K +$372 +9 +0.1%
PWW
1282
Pettyjohn Wood & White
Virginia
$532K -$18.5K -449 -3%
LC
1283
Lindbrook Capital
California
$532K +$17.8K +431 +3%
WIC
1284
Woodmont Investment Counsel
Tennessee
$531K -$33.6K -813 -6%
HCM
1285
Highlander Capital Management
New Jersey
$530K -$8.26K -200 -2%
IIA
1286
IPG Investment Advisors
California
$528K -$10.3K -250 -2%
MHS
1287
M Holdings Securities
Oregon
$527K -$743 -18 -0.1%
LA
1288
Lakeside Advisors
Washington
$523K – – –
OPCM
1289
Osborne Partners Capital Management
California
$522K -$1.12M -27,102 -68%
WA
1290
Wealth Alliance
New York
$521K +$40.5K +982 +8%
JCM
1291
Jacobi Capital Management
Pennsylvania
$520K +$32.6K +790 +7%
MWM
1292
Madison Wealth Management
Ohio
$518K -$12.6K -306 -2%
MAA
1293
Mraz Amerine & Associates
California
$518K – – –
CWM
1294
C2C Wealth Management
Arizona
$515K -$169K -3,918 -25%
CG
1295
Cutler Group
California
$513K -$20.7K -502 -4%
CNC
1296
Canandaigua National Corp
New York
$512K -$17.2K -416 -3%
SAS
1297
Stelac Advisory Services
New York
$511K – – –
CFGS
1298
Concourse Financial Group Securities
Alabama
$511K -$13.2K -320 -3%
WB
1299
Webster Bank
Connecticut
$510K – – –
TH
1300
TCTC Holdings
Texas
$508K +$309K +7,472 +155%
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