WFC icon

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
$1.63B
2
Capital International Investors
Capital International Investors
California
$1.47B
3
Renaissance Technologies
Renaissance Technologies
New York
$281M
4
Vanguard Group
Vanguard Group
Pennsylvania
$13.7B
5
Lazard Asset Management
Lazard Asset Management
New York
$533M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.72B
2
Capital World Investors
Capital World Investors
California
$2.5B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.15B
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
5
Bank of America
Bank of America
North Carolina
$862M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
1926
BDO Wealth Advisors
Florida
$36.1K – – –
OCM
1927
Orion Capital Management
California
$35.1K -$2.07K -50 -6%
FIA
1928
FNY Investment Advisers
New York
$34K +$34K +846 New
TIM
1929
Tortoise Investment Management
New York
$33K – – –
TCM
1930
Tradewinds Capital Management
Washington
$32.8K – – –
CTB
1931
Country Trust Bank
Illinois
$32.1K -$36.1K -875 -53%
BDS
1932
Banco de Sabadell
Florida
$32K +$2.75K +48 +9%
DWP
1933
Destiny Wealth Partners
Florida
$31.7K – – –
AA
1934
Addison Advisors
Vermont
$30.3K -$4.58K -111 -13%
CHA
1935
Carmichael Hill & Associates
Maryland
$30.1K +$206 +5 +0.7%
CAL
1936
Capital Advisors Ltd
Ohio
$30K +$25K +2,291 +495%
PO
1937
Private Ocean
California
$29.7K -$12.7K -307 -30%
TCCM
1938
Timber Creek Capital Management
Massachusetts
$28.9K – – –
IAS
1939
IMA Advisory Services
Colorado
$28.6K – – –
KFS
1940
Kelly Financial Services
Massachusetts
$28.6K +$83 +2 +0.3%
SIM
1941
Studio Investment Management
Illinois
$28.2K +$28.2K +683 New
UAML
1942
US Asset Management LLC
Pennsylvania
$28K +$28K +680 New
BC
1943
Barrett & Company
Rhode Island
$27.5K – – –
CPG
1944
Cornerstone Planning Group
New Jersey
$27.3K +$27.3K +636 New
SVCP
1945
Silicon Valley Capital Partners
California
$26.4K +$26.4K +639 New
SIA
1946
SkyView Investment Advisors
New Jersey
$26K – – –
DIP
1947
DT Investment Partners
Pennsylvania
$25.8K – – –
TC
1948
Truvestments Capital
Florida
$25.3K -$702 -17 -3%
AWM
1949
AllSquare Wealth Management
New York
$25K – – –
AP
1950
Arlington Partners
Alabama
$24.9K -$23.8K -576 -49%
76 77
78
79 80