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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 %
SAM
1601
Security Asset Management
New York
$273K – – –
VCAM
1602
Van Cleef Asset Management
Ohio
$272K -$10.2K -247 -4%
WC
1603
Westhampton Capital
North Carolina
$272K – – –
GWS
1604
Glassman Wealth Services
Virginia
$272K +$16.5K +400 +6%
CSB
1605
City State Bank
Iowa
$272K -$229K -5,544 -46%
CQS
1606
Credential Qtrade Securities
$272K +$35.3K +854 +15%
MIC
1607
Means Investment Company
Maine
$271K -$23.2K -561 -8%
LIA
1608
LBMC Investment Advisors
Tennessee
$271K -$206 -5 -0.1%
AP
1609
Americana Partners
Texas
$269K +$785 +19 +0.3%
LC
1610
Lincoln Capital
Nebraska
$269K -$121K -2,931 -31%
NIM
1611
Nexus Investment Management
Ontario, Canada
$268K -$103K -2,500 -28%
SOAMC
1612
Spirit of America Management Corp
New York
$268K – – –
GBT
1613
Grove Bank & Trust
Florida
$267K -$78.4K -1,900 -23%
KF
1614
Krilogy Financial
Missouri
$267K -$122K -2,943 -31%
IDA
1615
Intelligence Driven Advisers
California
$266K +$18.5K +432 +7%
SAMC
1616
Spectrum Asset Management (California)
California
$264K +$9.58K +232 +4%
CGH
1617
CMG Global Holdings
Texas
$263K +$83 +2 +0%
KP
1618
Keel Point
Alabama
$263K +$16.6K +402 +7%
CWP
1619
Concord Wealth Partners
Virginia
$262K -$7.72K -187 -3%
MSFS
1620
Main Street Financial Solutions
Pennsylvania
$261K +$23.3K +563 +10%
HIG
1621
Heritage Investment Group
Florida
$261K -$15.2K -369 -6%
SAG
1622
SageView Advisory Group
California
$260K +$260K +6,303 New
TCWA
1623
Ten Capital Wealth Advisors
Washington
$260K – – –
BAM
1624
Brave Asset Management
New Jersey
$260K – – –
DSC
1625
Duncker Streett & Co
Missouri
$258K -$25.6K -620 -9%
63 64
65
66 67