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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 %
SSB
1576
Sandy Spring Bank
Maryland
$287K -$5.29K -128 -2%
SAS
1577
Sanford Advisory Services
Michigan
$286K – – –
SEC
1578
Seven Eight Capital
New York
$285K -$1.59M -38,516 -85%
JWBC
1579
John W. Brooker & Co
California
$285K – – –
LB
1580
Legacy Bridge
Iowa
$285K +$20.1K +487 +8%
SMWM
1581
Silvia McColl Wealth Management
California
$284K +$284K +6,888 New
CAI
1582
Capital Advisors Inc
Oklahoma
$284K +$284K +6,879 New
SP
1583
Successful Portfolios
Florida
$284K -$6.78K -164 -2%
PCH
1584
PGIM Custom Harvest
New Jersey
$284K +$284K +6,869 New
FIM
1585
Fruth Investment Management
Texas
$281K – – –
FCMT
1586
Founders Capital Management (Texas)
Texas
$281K – – –
MRCM
1587
M&R Capital Management
New Jersey
$280K -$39.4K -955 -12%
TIA
1588
Traphagen Investment Advisors
New Jersey
$278K +$11.7K +386 +4%
DP
1589
Denver PWM
Colorado
$278K – – –
SHGA
1590
Sand Hill Global Advisors
California
$277K -$8.84K -214 -3%
WWM
1591
Wagner Wealth Management
South Carolina
$277K +$20.2K +489 +8%
IWA
1592
Icon Wealth Advisors
Texas
$277K +$18.6K +450 +7%
LRPA
1593
L. Roy Papp & Associates
Arizona
$277K -$3.63K -88 -1%
SWM
1594
Stockman Wealth Management
Montana
$277K – – –
BFG
1595
Bouchey Financial Group
New York
$276K – – –
ACM
1596
Avalon Capital Management
California
$275K – – –
AA
1597
Auxano Advisors
Washington
$275K +$165 +4 +0.1%
UL
1598
Unionview LLC
Washington
$274K – – –
ST
1599
Smithfield Trust
Pennsylvania
$273K – – –
WCM
1600
Wedge Capital Management
North Carolina
$273K +$273K +6,603 New
62 63
64
65 66