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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 %
LWP
1426
LMG Wealth Partners
Louisiana
$390K +$390K +8,832 New
OAM
1427
Occidental Asset Management
California
$389K +$162K +3,913 +71%
CCWM
1428
Cassaday & Co Wealth Management
Virginia
$388K +$388K +9,394 New
PAM
1429
PVG Asset Management
Colorado
$388K +$388K +9,386 New
RWP
1430
Ridgecrest Wealth Partners
California
$387K – – –
WP
1431
WealthShield Partners
North Carolina
$387K -$3.14K -76 -0.8%
TCB
1432
Texas Capital Bancshares
Texas
$386K +$826 +20 +0.2%
BOTW
1433
Bank of the West
California
$383K +$2.81K +68 +0.7%
DA
1434
Doliver Advisors
Texas
$381K -$2.07K -50 -0.5%
IFWM
1435
Institute for Wealth Management
Colorado
$381K +$29.1K +704 +8%
TCM
1436
Tributary Capital Management
Nebraska
$380K +$65.1K +1,575 +21%
AFT
1437
Alpha Family Trust
California
$379K +$82.6K +2,000 +28%
WF
1438
Wayfinding Financial
Washington
$379K -$3.44K -64 -0.9%
HI
1439
Hudock Inc
Pennsylvania
$379K -$47.8K -1,157 -11%
SCA
1440
Sippican Capital Advisors
Massachusetts
$376K -$1.03K -25 -0.3%
VWA
1441
Visionary Wealth Advisors
Illinois
$375K +$67.8K +1,642 +22%
HI
1442
Humankind Investments
New York
$374K -$8.55K -207 -2%
CTA
1443
Colonial Trust Advisors
South Carolina
$373K +$2.85K +69 +0.8%
SMC
1444
Smith, Moore & Co
Missouri
$372K -$9.74K -236 -3%
PWMAG
1445
Pinnacle Wealth Management Advisory Group
New Jersey
$372K -$212K -5,128 -36%
TFA
1446
Tranquilli Financial Advisor
New Jersey
$371K +$74K +1,791 +25%
RFM
1447
Royal Fund Management
Florida
$371K +$1.73K +42 +0.5%
1WM
1448
1900 Wealth Management
Texas
$371K +$83 +2 +0%
TC
1449
Titleist Capital
Texas
$371K -$110K -2,669 -23%
XSC
1450
X-Square Capital
Puerto Rico
$370K -$30.2K -732 -8%
56 57
58
59 60