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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 %
CIC
1376
Crawford Investment Counsel
Georgia
$429K +$91K +2,203 +27%
LOAMS
1377
Lombard Odier Asset Management (Switzerland)
Switzerland
$428K +$183K +4,439 +75%
MCC
1378
Money Concepts Capital
Florida
$427K +$402K +9,733 +1,606%
FPCP
1379
Fort Point Capital Partners
California
$427K -$298K -7,220 -41%
WBC
1380
West Branch Capital
Massachusetts
$426K +$124 +3 +0%
SIM
1381
SSI Investment Management
California
$425K -$330 -8 -0.1%
AIM
1382
Athena Investment Management
California
$424K -$4.96K -120 -1%
SC
1383
Steph & Co
Wisconsin
$423K – – –
CIS
1384
Capital International Sarl
California
$423K +$423K +10,236 New
GCP
1385
GSA Capital Partners
United Kingdom
$422K +$422K +10,220 New
HWA
1386
HCR Wealth Advisors
California
$422K – – –
AS
1387
AM Squared
Hong Kong
$421K +$421K +10,200 New
JSW
1388
Journey Strategic Wealth
New Jersey
$420K -$210K -5,091 -33%
LFA
1389
Lauterbach Financial Advisors
Texas
$420K +$2.02K +49 +0.5%
PAIM
1390
Punch & Associates Investment Management
Minnesota
$420K – – –
ASW
1391
Astoria Strategic Wealth
Texas
$419K +$419K +10,157 New
CFO
1392
Colony Family Offices
North Carolina
$419K -$578 -14 -0.1%
IF
1393
Intrua Financial
Texas
$418K -$90.5K -2,107 -18%
AIM
1394
Aspen Investment Management
Michigan
$416K -$454 -11 -0.1%
WA
1395
Waverly Advisors
Alabama
$416K -$20.8K -503 -5%
FPB
1396
First PREMIER Bank
South Dakota
$413K +$49.6K +1,200 +14%
HT
1397
Headlands Technologies
Illinois
$413K +$413K +9,999 New
CI
1398
Clal Insurance
Israel
$413K +$413K +10,000 New
ECM
1399
Evolution Capital Management
Nevada
$413K +$413K +10,000 New
MCM
1400
Monument Capital Management
Virginia
$412K -$118K -2,853 -22%
54 55
56
57 58