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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 %
TSWM
1851
Tyler-Stone Wealth Management
Ohio
$89K +$6.22K +150 +8%
SBL
1852
Sargent Bickham Lagudis
Colorado
$88.5K – – –
PAI
1853
Pittenger & Anderson Inc
Nebraska
$88.2K +$30.3K +735 +53%
DJSG
1854
D.J. St. Germain
Massachusetts
$85.5K +$24 +83 +0%
ACA
1855
Atlas Capital Advisors
Wyoming
$85.1K -$43.4K -1,050 -34%
GFPC
1856
Global Financial Private Client
Florida
$83.4K – – –
AWM
1857
Ameliora Wealth Management
Switzerland
$82.6K – – –
TW
1858
Towerpoint Wealth
California
$82.3K – – –
KIG
1859
Kessler Investment Group
Indiana
$79K -$22.3K -542 -22%
JEST
1860
JTC Employer Solutions Trustee
Jersey
$79K – – –
LTI
1861
Laffer Tengler Investments
Tennessee
$78.6K – – –
WOSD
1862
WFA of San Diego
California
$78.5K +$78.5K +1,900 New
JGIA
1863
Jackson Grant Investment Advisers
Connecticut
$76.4K – – –
GGI
1864
Godsey & Gibb Inc
Virginia
$74.5K +$74.5K +1,805 New
GCM
1865
Gables Capital Management
Florida
$74.3K – – –
EWM
1866
Endurance Wealth Management
Rhode Island
$74K – – –
ATC
1867
Adirondack Trust Company
New York
$73.5K -$31.6K -766 -30%
WAS
1868
Winch Advisory Services
Wisconsin
$73K +$455 +11 +0.6%
EARNEST Partners
1869
EARNEST Partners
Georgia
$72.7K – – –
PH
1870
Pinnacle Holdings
Oklahoma
$71.5K +$71.5K +1,732 New
SWA
1871
SOA Wealth Advisors
New York
$70.9K – – –
PP
1872
Pacifica Partners
Canada
$70.2K – – –
AWM
1873
Accurate Wealth Management
Florida
$68.4K +$68.4K +1,614 New
BHWM
1874
Bay Harbor Wealth Management
Maryland
$68K -$248 -6 -0.4%
BWL
1875
Bogart Wealth LLC
Virginia
$67.1K -$8.46K -205 -11%
73 74
75
76 77