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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 %
LA
1526
Latitude Advisors
Florida
$319K -$44.8K -1,084 -12%
GA
1527
Greenspring Advisors
Maryland
$318K +$27.1K +656 +9%
TFCP
1528
Twin Focus Capital Partners
Massachusetts
$316K -$3.1K -75 -1%
SCP
1529
Sender Company & Partners
New York
$316K +$316K +7,654 New
PL
1530
Plancorp LLC
Missouri
$316K -$33.6K -814 -10%
CFO
1531
CVA Family Office
Colorado
$315K -$28.1K -680 -8%
HCM
1532
Howland Capital Management
Massachusetts
$312K +$6.69K +162 +2%
OFS
1533
OneAscent Financial Services
Alabama
$312K +$312K +7,558 New
CWP
1534
Cyndeo Wealth Partners
Florida
$310K +$310K +7,515 New
B
1535
Bailard
California
$310K -$110K -2,669 -26%
MCM
1536
Magnolia Capital Management
New York
$310K – – –
FFA
1537
Founders Financial Alliance
North Carolina
$309K -$1.94K -47 -0.6%
SFB
1538
STAR Financial Bank
Indiana
$308K +$308K +7,457 New
IB
1539
Intrust Bank
Kansas
$308K -$991 -24 -0.3%
EGA
1540
E&G Advisors
Texas
$308K – – –
GWM
1541
Guardian Wealth Management
Illinois
$307K -$242K -5,867 -44%
VCP
1542
Verus Capital Partners
Arizona
$306K -$1.53K -37 -0.5%
NJBEST
1543
New Jersey Better Educational Savings Trust
New Jersey
$306K – – –
BCCM
1544
Bridge Creek Capital Management
Massachusetts
$306K -$12.4K -300 -4%
CL
1545
COWA LLC
Oklahoma
$306K +$24.8K +600 +9%
EFM
1546
E Fund Management
China
$305K -$12.6K -304 -4%
AF
1547
Arrow Financial
New York
$305K -$7.23K -175 -2%
PWA
1548
Physician Wealth Advisors
Utah
$305K +$2.71K +61 +0.9%
RWPA
1549
Richard W. Paul & Associates
Michigan
$305K +$305K +7,378 New
MAM
1550
Meeder Asset Management
Ohio
$301K -$1.97M -47,688 -87%
60 61
62
63 64