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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 %
MWP
1451
MYCIO Wealth Partners
Pennsylvania
$370K – – –
MA
1452
MKT Advisors
California
$369K +$8.04K +188 +2%
DIM
1453
Delta Investment Management
California
$368K +$63.8K +1,544 +21%
PTC
1454
Petrus Trust Company
Texas
$368K +$368K +8,918 New
VC
1455
Vicus Capital
Pennsylvania
$368K -$26.5K -642 -7%
SFP
1456
Sweet Financial Partners
Minnesota
$367K +$1.65K +40 +0.5%
LJAC
1457
L.J. Altfest & Co
New York
$366K -$1.53K -37 -0.4%
RWA
1458
River Wealth Advisors
Pennsylvania
$366K -$7.89K -191 -2%
WA
1459
Waddell & Associates
Tennessee
$366K +$65.8K +1,593 +22%
PCI
1460
Pacifica Capital Investments
Texas
$365K -$124K -3,000 -25%
CAM
1461
Campion Asset Management
Virginia
$364K -$25.2K -610 -6%
BWA
1462
Bordeaux Wealth Advisors
California
$364K +$1.53K +37 +0.4%
MCM
1463
Manchester Capital Management
Vermont
$364K -$21.6K -523 -6%
FB
1464
First Bancorp
Maine
$363K -$5.49K -133 -1%
LWM
1465
Lyell Wealth Management
California
$363K -$12K -291 -3%
CIM
1466
CIM Investment Management
Pennsylvania
$362K -$10.2K -247 -3%
FMB
1467
Field & Main Bank
Kentucky
$360K +$16.3K +395 +5%
LAM
1468
L2 Asset Management
Massachusetts
$359K +$46.1K +1,116 +15%
Financial Engines Advisors
1469
Financial Engines Advisors
California
$358K +$3.47K +84 +1%
IIC
1470
Integrated Investment Consultants
Michigan
$358K +$128K +3,107 +56%
SAM
1471
S.A. Mason
Michigan
$357K -$20.6K -500 -5%
VST
1472
Van Strum & Towne
California
$354K +$82.6K +2,000 +30%
SC
1473
Schulhoff & Co
Ohio
$352K +$83 +2 +0%
HIMC
1474
Heritage Investors Management Corp
Maryland
$352K -$22.9K -556 -6%
BG
1475
Bollard Group
Massachusetts
$350K – – –
57 58
59
60 61