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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 %
SG
1701
StoneX Group
New York
$225K +$225K +5,458 New
BAG
1702
Bridgewealth Advisory Group
California
$225K +$225K +5,454 New
ADL
1703
Asset Dedication LLC
California
$225K +$1.64K +40 +0.7%
IIM
1704
Ipswich Investment Management
Massachusetts
$224K – – –
FPAS
1705
Focus Partners Advisor Solutions
Missouri
$224K -$613K -14,840 -73%
SGI
1706
Summit Global Investments
Utah
$223K -$2.97K -72 -1%
MPCG
1707
Matrix Private Capital Group
New York
$223K -$3.76K -91 -2%
PP
1708
Pegasus Partners
Wisconsin
$223K -$81.1K -1,964 -27%
PP
1709
PDS Planning
Ohio
$222K +$222K +5,377 New
WCG
1710
Weaver Consulting Group
California
$221K – – –
CG
1711
CFO4Life Group
Texas
$221K +$4.42K +107 +2%
C
1712
CFO4Life
Texas
$221K +$221K +5,354 New
DWM
1713
Denver Wealth Management
Colorado
$221K +$1.11K +27 +0.5%
EWM
1714
Empirical Wealth Management
Washington
$220K -$131K -3,177 -37%
QC
1715
Quent Capital
New York
$220K +$25.6K +619 +13%
KFA
1716
Kapstone Financial Advisors
Ohio
$220K +$220K +4,662 New
GW
1717
GW & Wade
Massachusetts
$220K +$10.7K +259 +5%
CNB
1718
Camden National Bank
Maine
$219K -$41.3K -1,000 -16%
CC
1719
Constitution Capital
Connecticut
$219K – – –
NFP
1720
Narus Financial Partners
Utah
$219K -$4.13K -100 -2%
KFC
1721
Klingenstein Fields & Co
New York
$219K – – –
SWM
1722
Silverlake Wealth Management
Vermont
$218K -$15.5K -376 -7%
PFBT
1723
Parkside Financial Bank & Trust
Missouri
$218K +$5.49K +133 +3%
DAM
1724
Deltec Asset Management
New York
$217K – – –
PAM
1725
Pegasus Asset Management
New York
$217K +$1.65K +40 +0.8%
67 68
69
70 71