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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 %
LCS
1676
Levin Capital Strategies
New York
$234K – – –
FNBOH
1677
First National Bank of Hutchinson
Kansas
$234K – – –
HFRG
1678
Houlihan Financial Resource Group
Virginia
$234K – – –
AFG
1679
Allegheny Financial Group
Pennsylvania
$234K +$17K +411 +8%
MFG
1680
Magnus Financial Group
New York
$234K +$702 +17 +0.3%
WTA
1681
Washington Trust Advisors
Massachusetts
$234K -$199K -4,829 -46%
TFF
1682
The Family Firm
Maryland
$233K +$248 +6 +0.1%
BFM
1683
Boston Financial Management
Massachusetts
$233K – – –
CCFCSB
1684
Cape Cod Five Cents Savings Bank
Massachusetts
$232K +$10.1K +245 +5%
CPA
1685
Court Place Advisors
Maryland
$232K -$63.2K -1,531 -21%
AB
1686
Atlas Brown
Kentucky
$231K +$6.81K +165 +3%
DA
1687
Detalus Advisors
Missouri
$231K – – –
AA
1688
Advisory Alpha
Michigan
$230K +$3.8K +92 +2%
PAMG
1689
Patton Albertson Miller Group
Tennessee
$229K -$48.5K -1,175 -17%
BWM
1690
BlackDiamond Wealth Management
New York
$229K -$5.17K -122 -2%
PAG
1691
Powers Advisory Group
Illinois
$229K +$991 +24 +0.4%
CPA
1692
Capital Planning Advisors
California
$228K +$228K +5,533 New
WJA
1693
Willis Johnson & Associates
Texas
$227K +$18K +436 +9%
FAIM
1694
Financial Advocates Investment Management
Washington
$227K -$19.7K -478 -8%
CT
1695
Clearstead Trust
Maine
$227K +$222K +5,370 +4,838%
TAM
1696
Tucker Asset Management
Colorado
$227K +$41.7K +1,010 +23%
MCA
1697
MSH Capital Advisors
Arizona
$226K +$2.56K +62 +1%
VP
1698
Verum Partners
North Carolina
$226K +$226K +5,480 New
HWA
1699
HHM Wealth Advisors
Tennessee
$226K – – –
MSAM
1700
Moloney Securities Asset Management
Missouri
$226K +$4.91K +119 +2%
66 67
68
69 70