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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 %
CSPIA
1326
Cary Street Partners Investment Advisory
Virginia
$477K -$38.7K -938 -8%
BHBT
1327
Burke & Herbert Bank & Trust
Virginia
$476K -$8.25K -200 -2%
PAM
1328
Premier Asset Management
Illinois
$476K +$26.2K +635 +6%
PWP
1329
Pursue Wealth Partners
California
$475K – – –
PPP
1330
Private Portfolio Partners
New Jersey
$475K +$330 +8 +0.1%
BMC
1331
Beaton Management Company
Massachusetts
$473K -$6.61K -160 -1%
GL
1332
Graypoint LLC
New York
$473K +$88.5K +2,144 +23%
OWP
1333
Obermeyer Wealth Partners
Colorado
$471K -$495 -12 -0.1%
TCOV
1334
Trust Company of Vermont
Vermont
$471K +$107K +2,590 +29%
RCM
1335
Radnor Capital Management
Pennsylvania
$470K – – –
AWS
1336
AJ Wealth Strategies
New York
$468K +$413 +10 +0.1%
CFA
1337
Cahill Financial Advisors
Minnesota
$468K +$2.44K +59 +0.5%
FWP
1338
FAS Wealth Partners
Kansas
$466K +$5.33K +129 +1%
HWP
1339
Highline Wealth Partners
California
$466K – – –
BOH
1340
Bank of Hawaii
Hawaii
$465K +$2.85K +69 +0.6%
IHWM
1341
Iron Horse Wealth Management
Iowa
$463K +$326K +7,907 +238%
PCS
1342
Personal CFO Solutions
New Jersey
$458K +$49.1K +1,189 +12%
FIM
1343
Freedom Investment Management
Connecticut
$456K -$26.2K -634 -5%
BCG
1344
Breakwater Capital Group
New Jersey
$454K +$454K +11,007 New
WP
1345
WealthSpring Partners
California
$454K +$413 +10 +0.1%
KSWA
1346
Kathleen S. Wright Associates
Pennsylvania
$453K -$159K -3,842 -26%
AI
1347
AXS Investments
New York
$452K -$110K -2,670 -20%
FFG
1348
Fortem Financial Group
California
$452K -$40.9K -991 -8%
PCM
1349
Pointe Capital Management
Michigan
$451K – – –
AMIM
1350
Aull & Monroe Investment Management
Alabama
$450K -$23.5K -570 -5%
52 53
54
55 56