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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 %
RA
1901
Rise Advisors
New York
$53.4K +$330 +8 +0.6%
CWM
1902
Cranbrook Wealth Management
Michigan
$52.6K – – –
MFG
1903
Mendota Financial Group
Wisconsin
$52.5K +$52.5K +1,271 New
RFA
1904
Resurgent Financial Advisors
Georgia
$51.5K +$51.5K +1,247 New
IRAG
1905
Investment Research & Advisory Group
Georgia
$50.6K -$4.96K -120 -9%
AIM
1906
Arcadia Investment Management
Michigan
$50.6K – – –
BONH
1907
Bank of New Hampshire
New Hampshire
$50K – – –
ME
1908
McIlrath & Eck
Washington
$49.3K – – –
HNWAG
1909
High Net Worth Advisory Group
Florida
$49K – – –
HS
1910
Horan Securities
United States
$48K +$6.98K +169 +17%
MS
1911
Mizuho Securities
Japan
$47.9K -$91.8K -2,224 -66%
HIM
1912
Hillsdale Investment Management
Ontario, Canada
$42.9K -$12.8K -310 -23%
BIA
1913
Bell Investment Advisors
California
$41.5K -$3.8K -92 -8%
RA
1914
Rational Advisors
New York
$41.3K +$1.07K +26 +3%
WAM
1915
Westport Asset Management
Connecticut
$41.3K – – –
BAM
1916
Byrne Asset Management
New Jersey
$40.8K +$22.3K +539 +120%
MFT
1917
Moisand Fitzgerald Tamayo
Florida
$40.5K +$1.16K +28 +3%
FWA
1918
Freedom Wealth Alliance
Wisconsin
$39.8K +$39.8K +965 New
WAM
1919
Worth Asset Management
Texas
$39.2K – – –
KI
1920
Kapitalo Investimentos
Brazil
$37.7K +$37.7K +914 New
SIS
1921
Sound Income Strategies
Florida
$37.6K – – –
MDCM
1922
Morgan Dempsey Capital Management
Wisconsin
$37.4K +$37.4K +906 New
LG
1923
LAM Group
Oregon
$37.2K +$37.2K +900 New
CJL
1924
Cyrus J. Lawrence
New York
$37K – – –
LAM
1925
Lakewood Asset Management
Illinois
$37K +$37K +904 New
75 76
77
78 79