WFC icon

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 %
RWP
1626
RWA Wealth Partners
Massachusetts
$258K -$49.8K -1,164 -16%
CA
1627
Calton & Associates
Florida
$257K +$48.3K +1,170 +23%
FPWM
1628
FSB Premier Wealth Management
Iowa
$256K +$49.9K +1,209 +24%
CCIA
1629
Cherry Creek Investment Advisors
Colorado
$256K +$1.12K +27 +0.4%
CFG
1630
CKW Financial Group
Hawaii
$256K -$12.4K -300 -5%
TNBTD
1631
Trustmark National Bank Trust Department
Mississippi
$256K -$7.43K -180 -3%
RWA
1632
Ropes Wealth Advisors
Massachusetts
$255K +$28.8K +698 +13%
HHGA
1633
Halbert Hargrove Global Advisors
California
$255K -$153K -3,701 -37%
IAG
1634
Investment Advisory Group
Massachusetts
$255K -$2.97K -72 -1%
RSVP
1635
Ramsay Stattman Vela & Price
Colorado
$253K -$8.67K -210 -3%
APIM
1636
Agate Pass Investment Management
Washington
$253K -$58.8K -1,425 -19%
SMA
1637
Sage Mountain Advisors
Georgia
$252K +$252K +6,104 New
IBOK
1638
Independence Bank of Kentucky
Kentucky
$252K – – –
RP
1639
Riverbridge Partners
Minnesota
$252K – – –
PWM
1640
Prentice Wealth Management
New York
$252K +$27.6K +669 +12%
UWPG
1641
Ullmann Wealth Partners Group
Florida
$251K – – –
MFS
1642
Mirabella Financial Services
United Kingdom
$251K -$714K -17,302 -74%
WPWM
1643
Western Pacific Wealth Management
Illinois
$250K +$68.1K +1,650 +37%
NFG
1644
Nations Financial Group
Iowa
$250K +$36.3K +880 +17%
SIA
1645
SeaBridge Investment Advisors
New Jersey
$250K – – –
AWA
1646
Aaron Wealth Advisors
Illinois
$249K +$249K +6,037 New
BWP
1647
Bernardo Wealth Planning
Pennsylvania
$249K – – –
WCM
1648
Wallace Capital Management
Texas
$248K – – –
WSFS
1649
Wilmington Savings Fund Society
Delaware
$248K -$4.13K -100 -2%
FAM
1650
Fenimore Asset Management
New York
$248K +$248K +6,000 New
64 65
66
67 68