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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 %
TFA
2026
Transamerica Financial Advisors
Florida
$5K -$14.8K -350 -75%
CWA
2027
Carolina Wealth Advisors
South Carolina
$5K – – –
JIR
2028
James Investment Research
Ohio
$5K +$5K +116 New
BAM
2029
Baldrige Asset Management
Pennsylvania
$5K +$5K +126 New
CA
2030
Corrado Advisors
New Jersey
$4.96K +$4.96K +120 New
TFA
2031
Toth Financial Advisory
Virginia
$4.34K +$495 +12 +13%
CAM
2032
ClariVest Asset Management
California
$4K – – –
EAM
2033
Eukles Asset Management
Ohio
$4K – – –
M
2034
MOTCO
Texas
$3.39K -$14.3K -347 -81%
CSWM
2035
Cassady Schiller Wealth Management
Ohio
$3.26K +$3.26K +79 New
DAL
2036
Delta Accumulation LLC
California
$3.01K – – –
YAL
2037
Your Advocates Ltd
Texas
$2.96K +$41 +1 +1%
FWA
2038
FSC Wealth Advisors
New York
$2.81K -$2.68K -65 -49%
AFG
2039
Albion Financial Group
Utah
$2.77K – – –
SJIM
2040
St. Johns Investment Management
Florida
$2.19K – – –
IIL
2041
Insight Inv LLC
California
$2.07K – – –
DWA
2042
Delos Wealth Advisors
Texas
$2.06K – – –
ST
2043
Sageworth Trust
Pennsylvania
$2K -$6.98K -150 -78%
MYAM
2044
Meiji Yasuda Asset Management
Japan
$1.98K -$168 -4,074 -8%
GMA
2045
Glassy Mountain Advisors
Maryland
$1.61K +$1.61K +39 New
FGAM
2046
Financial Gravity Asset Management
Texas
$1.61K -$23.4K -599 -94%
TWP
2047
TFO Wealth Partners
Ohio
$1.28K +$1.28K +27 New
TCOT
2048
Trust Company of Toledo
Ohio
$1.11K +$12 +288 +1%
VWM
2049
Valley Wealth Managers
New Jersey
$1.07K -$16.5K -400 -94%
CCMI
2050
Creative Capital Management Investments
California
$1K +$1K +33 New
80 81
82
83 84