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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
1
Morgan Stanley
New York
$1.63B
2
Capital International Investors
2
Capital International Investors
California
$1.47B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$281M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.7B
5
Lazard Asset Management
5
Lazard Asset Management
New York
$533M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.72B
2
Capital World Investors
2
Capital World Investors
California
$2.5B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.15B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
5
Bank of America
5
Bank of America
North Carolina
$862M
Name Holding Trade Value Shares
Change 		Shares
Change %
DS
2076
DRW Securities
Illinois
– -$1.64M -40,782 Closed
HCC
2077
Hirtle Callaghan & Co
Pennsylvania
– -$1.53M -38,050 Closed
HT
2078
HAP Trading
New York
– -$1.15M -28,702 Closed
IMC Chicago
2079
IMC Chicago
Illinois
– -$1.06M -26,407 Closed
RWA
2080
Redhawk Wealth Advisors
Minnesota
– -$1M -24,956 Closed
NEI
2081
Northwest & Ethical Investments
Ontario, Canada
– -$950K -23,630 Closed
IAIM
2082
International Assets Investment Management
Florida
– -$850K -21,142 Closed
CFAM
2083
Coury Firm Asset Management
Pennsylvania
– -$804K -20,000 Closed
FWM
2084
Foresight Wealth Management
Utah
– -$751K -18,664 Closed
LGA
2085
Lebenthal Global Advisors
New York
– -$744K -18,508 Closed
LAS
2086
LWM Advisory Services
Florida
– -$716K -17,812 Closed
WAM
2087
Wakefield Asset Management
Colorado
– -$675K -16,773 Closed
Tudor Investment Corp
2088
Tudor Investment Corp
Connecticut
– -$630K -15,671 Closed
WLPWM
2089
Walled Lake Planning & Wealth Management
Illinois
– -$559K -13,907 Closed
WI
2090
Wintrust Investments
Illinois
– -$519K -12,908 Closed
RCG
2091
Resource Consulting Group
Florida
– -$478K -11,896 Closed
EFG
2092
Everhart Financial Group
Ohio
– -$417K -10,351 Closed
WCWM
2093
Willow Creek Wealth Management
California
– -$408K -10,154 Closed
DA
2094
DSC Advisors
Illinois
– -$372K -9,260 Closed
ASFA
2095
All Season Financial Advisors
Colorado
– -$368K -9,149 Closed
HIC
2096
Hartline Investment Corp
Illinois
– -$355K -8,815 Closed
BAM
2097
Blueshift Asset Management
New Jersey
– -$332K -8,251 Closed
BTIM
2098
BancFirst Trust & Investment Management
Oklahoma
– -$328K -8,100 Closed
AFS
2099
Axiom Financial Strategies
Indiana
– -$323K -8,023 Closed
IP
2100
Investment Partners
Ohio
– -$322K -8,008 Closed
82 83
84
85 86