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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 %
Bank Julius Baer & Co
1876
Bank Julius Baer & Co
Switzerland
$67K +$910 +22 +1%
KFI
1877
Key Financial Inc
Pennsylvania
$66.6K – – –
AWM
1878
Accel Wealth Management
Iowa
$66.2K +$5.04K +122 +8%
FMTCOCP
1879
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$65K -$7.84K -190 -11%
SIC
1880
SJS Investment Consulting
Ohio
$64.9K +$4.05K +98 +7%
OIA
1881
Optimum Investment Advisors
Illinois
$62.1K -$41.3K -1,000 -40%
AFS
1882
Annapolis Financial Services
Maryland
$61.3K +$83 +2 +0.1%
LWP
1883
Lumature Wealth Partners
Georgia
$61.1K -$11.1K -270 -15%
BCMLT
1884
Beacon Capital Management LLC (Tennessee)
Tennessee
$60.6K +$248 +6 +0.4%
AIC
1885
Archer Investment Corporation
Indiana
$60.5K +$27.9K +675 +85%
UIA
1886
Ulland Investment Advisors
Minnesota
$59K – – –
DAC
1887
Dividend Assets Capital
South Carolina
$59K +$27.8K +670 +89%
AWM
1888
Abound Wealth Management
Tennessee
$57.9K +$4.67K +113 +9%
HB
1889
Horizon Bancorp
Indiana
$57K +$57K +1,369 New
VCM
1890
Versant Capital Management
Arizona
$56.1K +$950 +23 +2%
HCM
1891
Hollencrest Capital Management
California
$56K +$56K +1,357 New
NECFA
1892
New England Capital Financial Advisors
Connecticut
$55.9K +$55.9K +1,272 New
FC
1893
Family CFO
California
$55.6K – – –
JMF
1894
Johnson Midwest Financial
Iowa
$55K +$332 +8 +0.6%
GJIA
1895
Glass Jacobson Investment Advisors
Maryland
$54.9K +$54.9K +1,329 New
BAM
1896
Bellevue Asset Management
Washington
$54.5K +$82 +2 +0.2%
EE
1897
EWG Elevate
California
$54.4K +$54.4K +1,318 New
MWM
1898
Mascoma Wealth Management
New Hampshire
$54.3K -$23.7K -575 -30%
IAIM
1899
Industrial Alliance Investment Management
Quebec, Canada
$54K -$31.9K -779 -37%
FCA
1900
Fortis Capital Advisors
Kansas
$53.7K +$53.7K +1,300 New
74 75
76
77 78