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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 %
C
1801
Covestor
United Kingdom
$154K -$14.2K -344 -8%
WOC
1802
West Oak Capital
California
$151K -$20.7K -500 -12%
BLC
1803
Brown, Lisle/Cummings
Rhode Island
$150K -$1.36K -33 -0.9%
AWM
1804
Atticus Wealth Management
Florida
$147K -$2.48K -60 -2%
SFM
1805
Spartan Fund Management
Canada
$146K – – –
CFD
1806
Creative Financial Designs
Indiana
$145K -$4.29K -104 -3%
KTC
1807
Kistler-Tiffany Companies
Pennsylvania
$145K -$22.5K -545 -13%
YDMI
1808
Y.D. More Investments
Israel
$145K +$145K +3,500 New
BWAM
1809
Boyd Watterson Asset Management
Ohio
$144K +$144K +3,482 New
MHR
1810
Matthew Hamilton Rosenberg
$143K – – –
ABLA
1811
Alan B. Lancz & Associates
Ohio
$133K +$133K +3,000 New
PIA
1812
Powell Investment Advisors
Florida
$131K – – –
SFO
1813
Standard Family Office
South Dakota
$130K -$270K -6,532 -68%
CYG
1814
Clean Yield Group
Vermont
$128K +$10K +243 +9%
AIM
1815
Acropolis Investment Management
Missouri
$127K -$8.05K -195 -6%
AAP
1816
Arax Advisory Partners
Colorado
$126K -$93.2K -2,256 -43%
GTCM
1817
Gyon Technologies Capital Management
New Jersey
$124K -$6.04M -146,261 -98%
ANBT
1818
American National Bank & Trust
Texas
$120K +$44.8K +1,089 +60%
RFA
1819
Register Financial Advisors
Georgia
$119K +$119K +2,879 New
ACM
1820
AUA Capital Management
Pennsylvania
$116K – – –
HC
1821
Hoese & Co
Minnesota
$114K – – –
GEA
1822
Glen Eagle Advisors
New Jersey
$114K +$75.9K +1,837 +199%
CIR
1823
Clear Investment Research
Georgia
$113K – – –
CWA
1824
Clearview Wealth Advisors
Oregon
$111K -$43.8K -1,061 -28%
PWMG
1825
Prestige Wealth Management Group
New Jersey
$110K +$5.2K +126 +5%
71 72
73
74 75