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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 %
MFA
1976
McClarren Financial Advisors
Pennsylvania
$16K +$16K +409 New
NC
1977
NewSquare Capital
Pennsylvania
$15.8K -$2.4K -58 -13%
SCA
1978
Stuart Chaussee & Associates
California
$15.1K – – –
CBT
1979
Central Bank & Trust
Kentucky
$15.1K – – –
CFFP
1980
Center for Financial Planning
Michigan
$14.7K -$8.42K -204 -36%
SC
1981
Stephens Consulting
Michigan
$14.7K – – –
MIM
1982
Meridiem Investment Management
United Kingdom
$14.5K – – –
NOI
1983
Newton One Investments
Delaware
$14.5K – – –
HDIM
1984
Hanson & Doremus Investment Management
Vermont
$14K -$6.08K -146 -30%
PWS
1985
Paragon Wealth Strategies
Florida
$13.3K +$13.3K +322 New
TFM
1986
TFC Financial Management
Massachusetts
$13.3K +$83 +2 +0.6%
Loomis, Sayles & Company
1987
Loomis, Sayles & Company
Massachusetts
$13K – – –
SC
1988
Schubert & Co
Texas
$12.9K -$1.98K -48 -13%
PP
1989
PFS Partners
New Jersey
$12.8K – – –
MLA
1990
MB, Levis & Associates
Pennsylvania
$12.8K +$12.8K +310 New
Q
1991
QVR
California
$12.8K -$607K -14,709 -98%
BCM
1992
Bourgeon Capital Management
Connecticut
$12.7K +$12.4K +300 +3,750%
PS
1993
PayPay Securities
Japan
$11.7K +$11.7K +284 New
GFWA
1994
Grey Fox Wealth Advisors
Delaware
$11.7K +$11.7K +284 New
DFCM
1995
Dark Forest Capital Management
Puerto Rico
$11.4K +$11.4K +276 New
FCAS
1996
First Command Advisory Services
Texas
$11K +$11K +272 New
CWM
1997
Cedar Wealth Management
California
$10.3K – – –
CMANY
1998
Capital Management Associates (New York)
New York
$10.3K +$10.3K +250 New
NF
1999
Norwood Financial
Pennsylvania
$10.3K – – –
FA
2000
Fiduciary Alliance
South Carolina
$9.62K +$9.62K +233 New
78 79
80
81 82