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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
$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 %
RFG
1951
RFP Financial Group
Georgia
$24.9K +$24.9K +602 New
CMA
1952
Cedar Mountain Advisors
Oregon
$24.7K – – –
FFL
1953
Financial Freedom LLC
Ohio
$24.2K +$24.2K +585 New
BWM
1954
Baystate Wealth Management
Massachusetts
$24K +$126 +3 +0.5%
TF
1955
TimeScale Financial
Massachusetts
$23.7K +$40 +1 +0.2%
FMP
1956
Financial Management Professionals
Texas
$23K -$5.06K -124 -18%
BC
1957
Belmont Capital
California
$23K – – –
AFIA
1958
America First Investment Advisors
Nebraska
$23K – – –
DWA
1959
Dougherty Wealth Advisers
Minnesota
$22.1K -$17.7K -429 -45%
BCPWM
1960
Bradley & Co Private Wealth Management
Florida
$22K – – –
LFA
1961
Level Financial Advisors
New York
$22K +$125 +3 +0.6%
BHWM
1962
Beaird Harris Wealth Management
Texas
$21.5K +$12K +291 +127%
MWC
1963
MBM Wealth Consultants
Missouri
$21K -$25.8K -615 -55%
AA
1964
AlphaMark Advisors
Kentucky
$21K -$4.2K -100 -17%
RG
1965
Retirement Group
California
$21K – – –
RDIA
1966
RE Dickinson Investment Advisors
Iowa
$21K – – –
WAM
1967
WFA Asset Management
Wisconsin
$19.9K +$19.9K +483 New
SWM
1968
Sanctuary Wealth Management
Idaho
$19.7K +$19.7K +477 New
FWM
1969
Focused Wealth Management
New York
$19.3K +$867 +21 +5%
JFG
1970
JDM Financial Group
Texas
$19.2K +$19.2K +465 New
DMKJ
1971
David M. Knott Jr
$18K – – –
MPCL
1972
My Personal CFO LLC
Washington
$17.5K +$17.5K +425 New
TVWM
1973
Tower View Wealth Management
Wisconsin
$17K +$84 +2 +0.5%
RTL
1974
Red Tortoise LLC
Georgia
$17K +$17K +411 New
CAM
1975
Costello Asset Management
Pennsylvania
$16.4K – – –
77 78
79
80 81