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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 %
ZIM
1476
Zacks Investment Management
Illinois
$350K -$22.5K -544 -6%
SAM
1477
Sawgrass Asset Management
Florida
$348K -$1.03K -25 -0.3%
PMFA
1478
Plante Moran Financial Advisors
Michigan
$347K -$9.5K -230 -3%
NPA
1479
Nichols & Pratt Advisers
Massachusetts
$347K – – –
CC
1480
Callan Capital
California
$346K +$346K +8,384 New
AFA
1481
Alpha Financial Advisors
North Carolina
$345K +$345K +8,357 New
SAM
1482
Summit Asset Management
Tennessee
$344K -$146K -3,530 -30%
EWM
1483
Evermay Wealth Management
Virginia
$343K – – –
CCM
1484
Cohen Capital Management
California
$342K – – –
FNBTCON
1485
First National Bank & Trust Co of Newtown
Pennsylvania
$338K +$33.7K +817 +11%
APA
1486
Astoria Portfolio Advisors
New York
$338K -$24.1K -549 -7%
FAM
1487
Formidable Asset Management
Ohio
$338K +$6.89K +167 +2%
NMG
1488
New Millennium Group
Utah
$337K +$330 +8 +0.1%
CAM
1489
Cidel Asset Management
Ontario, Canada
$334K – – –
MMG
1490
Monetary Management Group
Missouri
$333K – – –
CIC
1491
Cutler Investment Counsel
Oregon
$332K – – –
WWG
1492
West Wealth Group
California
$332K +$867 +21 +0.3%
OWIM
1493
Old West Investment Management
California
$332K – – –
PSB
1494
Piscataqua Savings Bank
New Hampshire
$331K -$1.73K -42 -0.5%
NHT
1495
New Hampshire Trust
New Hampshire
$331K +$331K +8,005 New
GWP
1496
Gateway Wealth Partners
Wisconsin
$330K +$330K +7,999 New
BCAM
1497
Boston Common Asset Management
Massachusetts
$330K -$218K -5,275 -40%
SIG
1498
Sky Investment Group
Connecticut
$330K +$51.3K +1,245 +18%
RDWM
1499
Red Door Wealth Management
Tennessee
$330K -$11.4K -277 -3%
PCI
1500
Planning Center Inc
Illinois
$330K – – –
58 59
60
61 62