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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 %
PFA
1826
Pathway Financial Advisers
Indiana
$109K +$109K +2,629 New
MTIC
1827
Missouri Trust & Investment Company
Missouri
$108K +$6.84K +165 +7%
FFA
1828
Farther Finance Advisors
California
$108K +$108K +2,608 New
APW
1829
Acima Private Wealth
Virginia
$106K – – –
GM
1830
GeoWealth Management
Illinois
$104K +$2.66K +64 +3%
LFG
1831
Larson Financial Group
Missouri
$104K -$6.48K -157 -6%
ICM
1832
Islay Capital Management
Texas
$103K – – –
FPFS
1833
First Personal Financial Services
North Carolina
$103K – – –
SWM
1834
Sugarloaf Wealth Management
Georgia
$101K -$33.6K -813 -25%
CB
1835
CNB Bank
Pennsylvania
$99.8K – – –
DWMG
1836
DB Wealth Management Group
California
$99.5K – – –
OC
1837
Oakworth Capital
Alabama
$98.9K -$41.3K -1,000 -29%
WPA
1838
West Paces Advisors
Georgia
$98.5K – – –
CAL
1839
Capital Analysts LLC
Pennsylvania
$98K -$11K -267 -10%
BFPW
1840
BOK Financial Private Wealth
Colorado
$97.7K -$3.59K -87 -4%
CAC
1841
Core Alternative Capital
Georgia
$97.5K -$8.63K -209 -8%
HFM
1842
Harvest Fund Management
China
$96K +$25.6K +622 +36%
CT
1843
Colonial Trust
South Carolina
$93.3K -$2.23K -54 -2%
ETH
1844
Exos TFP Holdings
New York
$92.8K -$5.49K -133 -6%
AAG
1845
Armstrong Advisory Group
Massachusetts
$92.2K +$92.2K +2,233 New
FFC
1846
First Financial Corp
Indiana
$91.3K – – –
FCT
1847
First Community Trust
Iowa
$91K – – –
KFP
1848
KB Financial Partners
New Jersey
$91K +$5.43K +131 +6%
FP
1849
Financial Perspectives
Minnesota
$90.6K +$206 +5 +0.2%
MS
1850
Madden Securities
Texas
$90.3K +$90.3K +2,188 New
72 73
74
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