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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 %
CC
1776
Centiva Capital
New York
$196K +$162K +3,932 +485%
PPC
1777
Park Place Capital
Alabama
$191K +$191K +4,634 New
TC
1778
Trust Company
Kansas
$190K -$3.87K -94 -2%
RCM
1779
Raleigh Capital Management
North Carolina
$187K -$15.5K -376 -8%
RBC
1780
Romano Brothers & Co
Illinois
$181K +$181K +4,384 New
CWC
1781
Carolinas Wealth Consulting
North Carolina
$177K +$14.2K +344 +9%
HBW
1782
Hazlett, Burt & Watson
West Virginia
$177K +$4.11K +100 +2%
HIIFS
1783
Harel Insurance Investments & Financial Services
Israel
$177K +$124K +3,000 +234%
LJHT
1784
Laurie J. Hall Trustee
$175K – – –
Kayne Anderson Rudnick Investment Management
1785
Kayne Anderson Rudnick Investment Management
California
$175K +$1.12K +27 +0.6%
NSB
1786
Norway Savings Bank
Maine
$174K +$2.97K +72 +2%
MWM
1787
MinichMacGregor Wealth Management
New York
$174K +$174K +4,214 New
HWA
1788
Heritage Wealth Advisors
Virginia
$174K -$11.8K -285 -6%
JWM
1789
Janiczek Wealth Management
Colorado
$174K -$23.8K -555 -12%
TFS
1790
TrustCore Financial Services
Tennessee
$173K -$1.57K -38 -0.9%
CB
1791
Community Bank
New York
$170K +$74.1K +1,794 +77%
RTC
1792
Riverview Trust Company
Washington
$164K +$90.4K +2,190 +123%
EBA
1793
Eagle Bay Advisors
New York
$163K +$27.5K +665 +20%
BBPWM
1794
Blue Bell Private Wealth Management
Pennsylvania
$162K – – –
BSB
1795
Bangor Savings Bank
Maine
$162K -$39.2K -950 -19%
TF
1796
Tompkins Financial
New York
$158K – – –
AF
1797
Affiance Financial
Minnesota
$156K +$156K +3,786 New
SWA
1798
Sutton Wealth Advisors
Florida
$156K +$12.1K +292 +8%
CA
1799
CoreCap Advisors
Michigan
$154K +$154K +3,733 New
CCA
1800
Column Capital Advisors
Indiana
$154K – – –
70 71
72
73 74