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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 %
ETC
2001
Exchange Traded Concepts
Oklahoma
$9.17K -$5.62K -136 -38%
CM
2002
Cornerstone Management
Georgia
$9.08K – – –
GG
2003
Gleason Group
Kentucky
$9K +$83 +2 +0.9%
MUMSS
2004
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K -$9K -210 -50%
KA
2005
Kozak & Associates
Colorado
$9K – – –
FCG
2006
Financial Connections Group
California
$9K – – –
R
2007
Rebalance
California
$8.96K +$8.96K +217 New
ACP
2008
Arcus Capital Partners
Georgia
$8.26K +$8.26K +200 New
FNBOSM
2009
First National Bank of South Miami
Florida
$8K – – –
PGAM
2010
Princeton Global Asset Management
New Jersey
$8K +$42 +1 +0.5%
KIA
2011
Kraematon Investment Advisors
Massachusetts
$7.85K +$7.85K +190 New
LSA
2012
Lansing Street Advisors
Pennsylvania
$7.43K +$7.43K +180 New
BA
2013
Bellwether Advisors
Nebraska
$7.1K -$23.6K -572 -77%
BEI
2014
Benjamin Edwards Inc
Missouri
$7K -$5.56K -127 -44%
CP
2015
Castleview Partners
Texas
$6.94K – – –
DI
2016
Disciplined Investments
Oklahoma
$6.9K -$743 -18 -10%
WWM
2017
Wolff Wiese Magana
California
$6.81K -$139K -3,372 -95%
OLVIG
2018
Oliver Lagore Vanvalin Investment Group
Michigan
$6.77K -$2.11K -51 -24%
MSCM
2019
McElhenny Sheffield Capital Management
Texas
$6.73K +$6.73K +163 New
LS
2020
Leelyn Smith
Illinois
$6.48K +$6.19K +150 +2,143%
TCA
2021
Trifecta Capital Advisors
Illinois
$6.28K +$6.28K +152 New
TFGT
2022
TS Financial Group (TSFG)
Illinois
$6K – – –
CCC
2023
Chelsea Counsel Company
California
$5.99K +$5.99K +145 New
SL
2024
Savior LLC
Massachusetts
$5.24K – – –
GFL
2025
Granite FO LLC
New Hampshire
$5.18K +$5.18K +108 New
79 80
81
82 83