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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 %
VCM
1751
Virtue Capital Management
Tennessee
$206K +$206K +4,998 New
MIA
1752
MMBG Investment Advisors
Florida
$206K – – –
GC
1753
Gratus Capital
Georgia
$206K – – –
CA
1754
Crewe Advisors
Utah
$205K -$18.4K -446 -8%
ML
1755
McAdam LLC
Pennsylvania
$205K +$205K +4,280 New
RCG
1756
Rock Creek Group
District of Columbia
$205K -$11.6K -282 -5%
AW
1757
Alaethes Wealth
Nevada
$205K -$726K -17,595 -78%
SSWM
1758
Smith Salley Wealth Management
North Carolina
$204K +$204K +4,939 New
UBV
1759
United Bank (Virginia)
Virginia
$203K +$203K +4,919 New
FCFS
1760
First Command Financial Services
Texas
$203K -$35.1K -850 -15%
FCB
1761
First Command Bank
Texas
$203K -$35.1K -850 -15%
CWM
1762
Centurion Wealth Management
Virginia
$203K +$203K +4,915 New
MFA
1763
Mayflower Financial Advisors
Massachusetts
$202K +$202K +4,901 New
GD
1764
Grandfield & Dodd
New York
$202K -$15.7K -380 -7%
SIC
1765
Samalin Investment Counsel
New York
$202K +$202K +4,892 New
WF
1766
WoodTrust Financial
Wisconsin
$202K +$202K +4,901 New
WCM
1767
Windsor Capital Management
Arizona
$202K +$202K +4,880 New
RWP
1768
Revolve Wealth Partners
New Jersey
$201K +$201K +4,879 New
TWP
1769
Tempus Wealth Planning
California
$201K +$201K +4,873 New
HKIM
1770
Hayek Kallen Investment Management
Alabama
$201K -$5.17K -125 -3%
CWA
1771
Cornerstone Wealth Advisors
Minnesota
$201K -$9.66K -234 -5%
PA
1772
PSI Advisors
Florida
$200K -$82.8K -2,005 -29%
NFSG
1773
Newbridge Financial Services Group
Florida
$199K +$132K +3,203 +198%
PCM
1774
Penserra Capital Management
California
$199K -$39.2K -951 -16%
HFS
1775
Hantz Financial Services
Michigan
$198K +$14.2K +343 +8%
69 70
71
72 73