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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 %
ZIG
1401
Zuckerman Investment Group
Illinois
$412K – – –
CIM
1402
Contravisory Investment Management
Massachusetts
$411K +$48.9K +1,184 +13%
RCM
1403
RB Capital Management
Nevada
$410K -$7.68K -186 -2%
PGIM
1404
Pacific Global Investment Management
California
$410K +$29.2K +706 +8%
MWM
1405
Modera Wealth Management
New Jersey
$410K -$23.7K -573 -5%
AA
1406
Alta Advisers
United Kingdom
$409K – – –
LA
1407
LVW Advisors
New York
$408K +$79.6K +1,928 +24%
BFC
1408
Bedel Financial Consulting
Indiana
$407K +$407K +9,865 New
CCFM
1409
Clear Creek Financial Management
Washington
$405K -$61.4K -1,488 -13%
BCA
1410
Bray Capital Advisors
Florida
$404K +$248 +6 +0.1%
TAIM
1411
TD Ameritrade Investment Management
Nebraska
$403K +$343K +8,310 +575%
HT
1412
HighTower Trust
Texas
$402K -$37.7K -918 -9%
AC
1413
ASB Consultores
Florida
$402K +$43.4K +1,050 +12%
SCM
1414
Stevens Capital Management
Pennsylvania
$401K +$401K +9,716 New
BTW
1415
Boston Trust Walden
Massachusetts
$401K -$64K -1,550 -14%
WAG
1416
Wallace Advisory Group
California
$401K +$401K +9,709 New
RCWM
1417
Royal Capital Wealth Management
Indiana
$398K +$537 +13 +0.1%
HFM
1418
Hartford Financial Management
Connecticut
$396K – – –
SVWAG
1419
Sound View Wealth Advisors Group
Georgia
$396K -$401K -8,142 -50%
AMG
1420
Advisors Management Group
Wisconsin
$396K – – –
FCIM
1421
Fairview Capital Investment Management
California
$396K -$8.92K -216 -2%
BFO
1422
Biltmore Family Office
North Carolina
$395K +$34.8K +843 +10%
PSC
1423
Prentiss Smith & Co
Vermont
$394K – – –
RCG
1424
Regatta Capital Group
California
$393K +$15.9K +384 +4%
GIA
1425
Gladstone Institutional Advisory
Florida
$392K -$53.4K -1,293 -12%
55 56
57
58 59