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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 %
WCM
2101
Washington Capital Management
Washington
– -$322K -8,000 Closed
EMG
2102
ETF Managers Group
New Jersey
– -$300K -7,457 Closed
ICP
2103
Interchange Capital Partners
Pennsylvania
– -$294K -7,317 Closed
HFG
2104
Heron Financial Group
New York
– -$292K -7,270 Closed
HPWM
2105
Highland Private Wealth Management
Washington
– -$269K -6,686 Closed
PWA
2106
Phoenix Wealth Advisors
North Carolina
– -$256K -6,362 Closed
DOA
2107
D'Orazio & Associates
Virginia
– -$247K -6,152 Closed
WPP
2108
Whalerock Point Partners
Rhode Island
– -$243K -6,040 Closed
JAIC
2109
Josh Arnold Investment Consultant
Minnesota
– -$241K -6,000 Closed
LSPW
2110
Lake Street Private Wealth
Illinois
– -$238K -5,907 Closed
SA
2111
Shilanski & Associates
Alaska
– -$228K -5,657 Closed
PCMC
2112
Private Capital Management (Colorado)
Colorado
– -$228K -5,657 Closed
PWM
2113
PBMares Wealth Management
Virginia
– -$221K -5,503 Closed
ACG
2114
Allen Capital Group
Nebraska
– -$218K -5,421 Closed
MTC
2115
McDaniel Terry & Co
Texas
– -$217K -5,396 Closed
NWM
2116
Northcape Wealth Management
New York
– -$217K -5,384 Closed
LFA
2117
Laraway Financial Advisors
Minnesota
– -$215K -5,350 Closed
CWG
2118
Cornerstone Wealth Group
North Carolina
– -$215K -5,348 Closed
FAG
2119
Financial Advisory Group
Texas
– -$215K -5,346 Closed
FPF
2120
First Pacific Financial
Washington
– -$213K -5,297 Closed
JWWM
2121
Johnson & White Wealth Management
Pennsylvania
– -$211K -5,258 Closed
CAGAS
2122
Capital Advisory Group Advisory Services
Minnesota
– -$206K -5,116 Closed
BFO
2123
Boston Family Office
Massachusetts
– -$206K -5,107 Closed
KFP
2124
KMG Fiduciary Partners
Ohio
– -$204K -5,084 Closed
GCIA
2125
Gabelli & Co Investment Advisers
New York
– -$203K -5,045 Closed
83 84
85
86 87