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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 %
CA
1501
Cornerstone Advisory
Maryland
$330K -$19.2K -466 -6%
DCM
1502
Donaldson Capital Management
Indiana
$330K +$20.8K +503 +7%
QL
1503
Quarry LP
New York
$329K +$329K +7,975 New
CA
1504
Cambridge Advisors
Nebraska
$329K -$3.22K -78 -1%
EWA
1505
Exencial Wealth Advisors
Oklahoma
$329K +$36K +871 +12%
GL
1506
GHE LLC
Tennessee
$327K – – –
FRA
1507
Front Row Advisors
California
$325K +$2.93K +71 +0.9%
CBFP
1508
Cedar Brook Financial Partners
Ohio
$325K +$16.3K +394 +5%
MBTD
1509
Mechanics Bank - Trust Department
California
$323K – – –
PP
1510
PrairieView Partners
Minnesota
$323K +$41 +1 +0%
FCFC
1511
First Citizens Financial Corp
Iowa
$323K +$8.27K +200 +3%
AIM
1512
Achmea Investment Management
Netherlands
$323K +$45.8K +1,185 +17%
WC
1513
Weil Company
California
$322K – – –
SXL
1514
Summit X LLC
Missouri
$322K -$50.3K -1,285 -14%
SF
1515
Summit Financial
New Jersey
$322K -$140K -3,381 -30%
MIP
1516
Marietta Investment Partners
Wisconsin
$322K -$1.86K -45 -0.6%
AP
1517
Atwood & Palmer
Missouri
$322K – – –
CA
1518
Claar Advisors
New York
$322K – – –
CWS
1519
Confluence Wealth Services
Pennsylvania
$321K -$41.5K -1,006 -11%
CB
1520
Cadence Bank
Mississippi
$321K -$12.1K -292 -4%
PCM
1521
Parsons Capital Management
Rhode Island
$321K +$867 +21 +0.3%
BFM
1522
Boothbay Fund Management
New York
$321K +$321K +7,765 New
BFIC
1523
Bedell Frazier Investment Counselling
California
$321K – – –
CWP
1524
Core Wealth Partners
California
$320K +$320K +28,914 New
SAM
1525
Seelaus Asset Management
New Jersey
$320K +$320K +7,761 New
59 60
61
62 63