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 %
PNC
1651
Park National Corp
Ohio
$248K -$47.3K -1,145 -16%
MSWM
1652
McGlone Suttner Wealth Management
Wisconsin
$248K +$248K +5,996 New
LKIM
1653
Lawson Kroeker Investment Management
Nebraska
$247K -$13.4K -325 -5%
FW
1654
FirstPurpose Wealth
Utah
$245K +$6.57K +159 +3%
EWA
1655
Encompass Wealth Advisors
Oregon
$244K +$330 +8 +0.1%
BWG
1656
Beta Wealth Group
California
$244K +$244K +5,900 New
CFP
1657
Catalyst Financial Partners
Massachusetts
$243K +$243K +5,896 New
SL
1658
Salomon & Ludwin
Virginia
$243K +$33.6K +813 +16%
KNW
1659
Kesler Norman & Wride
Utah
$243K -$8.05K -195 -3%
BFG
1660
Berger Financial Group
Minnesota
$242K -$22.5K -544 -8%
AWA
1661
Acorn Wealth Advisors
Michigan
$242K -$10.9K -263 -4%
NCM
1662
Novare Capital Management
North Carolina
$242K -$132K -3,200 -35%
IAA
1663
Independent Advisor Alliance
North Carolina
$242K +$15K +5,568 +7%
LFASL
1664
Lugano Financial Advisors SA (LFA)
Switzerland
$242K -$242K -5,852 -50%
FCB
1665
First County Bank
Connecticut
$239K +$239K +5,789 New
CAMG
1666
CWA Asset Management Group
Florida
$239K +$32.3K +782 +16%
BWM
1667
Baron Wealth Management
Michigan
$238K +$238K +5,775 New
AI
1668
Atom Investors
Texas
$238K -$80.7K -1,954 -25%
GIA
1669
Guyasuta Investment Advisors
Pennsylvania
$238K -$51K -1,235 -18%
MFWP
1670
Mosaic Family Wealth Partners
Missouri
$237K +$237K +5,737 New
SSC
1671
Syverson Strege & Co
Iowa
$237K +$83 +2 +0%
TWA
1672
TCI Wealth Advisors
Arizona
$237K +$32.8K +794 +16%
WAM
1673
Weinberger Asset Management
California
$236K -$48.7K -1,179 -17%
PP
1674
Patten & Patten
Tennessee
$235K – – –
BI
1675
Ballast Inc
Kentucky
$235K -$77K -1,865 -25%
65 66
67
68 69