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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 %
YWP
1351
YorkBridge Wealth Partners
New York
$450K -$285K -6,907 -39%
VAM
1352
Vontobel Asset Management
New York
$450K -$5.2K -126 -1%
BCA
1353
Bay Colony Advisors
Massachusetts
$447K +$55.7K +1,350 +14%
LFA
1354
LGT Financial Advisors
Texas
$447K +$447K +10,827 New
GTAM
1355
Global Trust Asset Management
Florida
$447K -$21.8K -527 -5%
AWAP
1356
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$446K -$23.3K -565 -5%
SB
1357
Sunflower Bank
Texas
$443K -$25.4K -614 -5%
MAM
1358
McCarthy Asset Management
California
$442K -$8.75K -212 -2%
CI
1359
CX Institutional
Indiana
$441K +$41.6K +1,007 +10%
KFGK
1360
Keystone Financial Group (Kentucky)
Kentucky
$441K -$5.45K -132 -1%
PTP
1361
Platform Technology Partners
New York
$440K -$12.4K -300 -3%
SNBOSD
1362
Security National Bank of So Dak
Iowa
$439K – – –
MSE
1363
MUFG Securities EMEA
United Kingdom
$439K +$7.84K +190 +2%
HTI
1364
Hikari Tsushin Inc
Japan
$439K – – –
HIA
1365
Harbor Investment Advisory
Maryland
$437K +$7.27K +176 +2%
ATFA
1366
All Terrain Financial Advisors
Minnesota
$437K -$25K -606 -5%
RMDI
1367
R.M. Davis Inc
Maine
$437K -$88.2K -2,136 -17%
CBA
1368
Coastal Bridge Advisors
Connecticut
$436K +$8.26K +200 +2%
FDS
1369
First Dallas Securities
Texas
$436K -$20.7K -500 -5%
FFM
1370
Flagstone Financial Management
Nebraska
$436K +$436K +10,553 New
PCA
1371
Providence Capital Advisors
North Carolina
$434K -$6.36K -154 -1%
CS
1372
Capital Square
Tennessee
$434K -$1.65M -40,000 -79%
PCM
1373
Prelude Capital Management
New York
$433K -$2.42M -58,675 -85%
DFG
1374
Delta Financial Group
New Jersey
$432K +$432K +10,522 New
TFO
1375
Tarbox Family Office
California
$430K -$41 -1 -0%
53 54
55
56 57