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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 %
AWM
2126
Angeles Wealth Management
California
– -$201K -4,991 Closed
VFP
2127
Verus Financial Partners
Virginia
– -$222K -4,966 Closed
CCA
2128
Catalyst Capital Advisors
New York
– -$186K -4,615 Closed
TTWM
2129
TCV Trust & Wealth Management
Virginia
– -$188K -4,115 Closed
HR
2130
Howe & Rusling
New York
– -$163K -4,056 Closed
PFA
2131
Professional Financial Advisors
Nebraska
– -$163K -4,045 Closed
EW
2132
Evoke Wealth
California
– -$153K -3,797 Closed
ODG
2133
O'Dell Group
Ohio
– -$110K -2,726 Closed
AIM
2134
Axiom Investment Management
New York
– -$111K -2,692 Closed
TIM
2135
Tevis Investment Management
Texas
– -$106K -2,641 Closed
DA
2136
Denali Advisors
California
– -$88K -2,200 Closed
SWM
2137
Selective Wealth Management
Virginia
– -$87K -2,167 Closed
HGERS
2138
Householder Group Estate & Retirement Specialist
Arizona
– -$86K -2,156 Closed
ARIS
2139
Advanced Research Investment Solutions
California
– -$86K -2,145 Closed
CWM
2140
Castle Wealth Management
Florida
– -$77K -1,919 Closed
PWC
2141
PYA Waltman Capital
Tennessee
– -$71K -1,765 Closed
VCM
2142
Vigilant Capital Management
Maine
– -$69K -1,704 Closed
GWSG
2143
GPS Wealth Strategies Group
Colorado
– -$66K -1,632 Closed
BWS
2144
BCR Wealth Strategies
Alabama
– -$60K -1,483 Closed
EIP
2145
Ellis Investment Partners
Pennsylvania
– -$57K -1,438 Closed
FDCC
2146
Foster Dykema Cabot & Co
Massachusetts
– -$31K -782 Closed
OSNBOA
2147
Old Second National Bank of Aurora
Illinois
– -$24K -600 Closed
EC
2148
EdgeRock Capital
Colorado
– -$18K -454 Closed
UCB
2149
United Community Bank
South Carolina
– -$8.29K -206 Closed
FEG
2150
Financial Enhancement Group
Indiana
– -$4K -100 Closed
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