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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 %
MC
1726
Middleton & Co
Massachusetts
$215K +$8.45K +205 +4%
HBT
1727
Hills Bank & Trust
Iowa
$214K -$124 -3 -0.1%
OWM
1728
OneAscent Wealth Management
Alabama
$214K – – –
BWM
1729
Buckley Wealth Management
Nevada
$213K -$3.26K -79 -2%
JWS
1730
Juncture Wealth Strategies
Arizona
$213K +$213K +5,160 New
SFI
1731
SPC Financial Inc
Maryland
$213K +$213K +5,150 New
IA
1732
IFG Advisory
Georgia
$212K -$140K -3,402 -40%
TWA
1733
TPB Wealth Advisors
Texas
$212K +$83 +2 +0%
VWM
1734
Venturi Wealth Management
Texas
$212K +$212K +5,124 New
HWM
1735
Hohimer Wealth Management
Washington
$211K – – –
BWA
1736
Burt Wealth Advisors
Maryland
$211K – – –
ORC
1737
O'Rourke & Company
Massachusetts
$211K +$211K +5,100 New
FWTB
1738
First Western Trust Bank
Colorado
$210K +$210K +5,091 New
AAM
1739
Augustine Asset Management
Florida
$210K +$210K +5,088 New
HC
1740
Hamilton Capital
Ohio
$210K +$210K +5,087 New
TW
1741
TrinityPoint Wealth
Connecticut
$210K +$210K +5,084 New
DC
1742
Defender Capital
North Carolina
$210K – – –
FM
1743
Family Management
New York
$209K +$209K +5,073 New
CWP
1744
Curated Wealth Partners
California
$209K +$209K +5,066 New
ANB
1745
Amarillo National Bank
Texas
$209K -$34.7K -840 -14%
AC
1746
AlphaCore Capital
California
$209K -$165 -4 -0.1%
GWANC
1747
Guardian Wealth Advisors (North Carolina)
North Carolina
$209K +$209K +5,057 New
KCFA
1748
Key Client Fiduciary Advisors
New Jersey
$207K +$207K +5,016 New
MJP
1749
Michael J. Puzo
$206K – – –
SC
1750
Shay Capital
New York
$206K +$206K +5,000 New
68 69
70
71 72