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Wells Fargo
WFC

Overview Fund Activity

1,951 hedge funds and large institutions have $112B invested in Wells Fargo in 2022 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 771 increasing their positions, 757 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,951
Holders Change
-31
Holders Change %
-1.56%
% of All Funds
33.74%
Holding in Top 10
79
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.86%
% of All Funds
1.37%
New
110
Increased
771
Reduced
757
Closed
117
Calls
$2.22B
Puts
$3.26B
Net Calls
-$1.03B
Net Calls Change
-$143M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$734M
2
Capital International Investors
Capital International Investors
California
+$700M
3
Harris Associates
Harris Associates
Illinois
+$270M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$258M
5
Citadel Advisors
Citadel Advisors
Florida
+$257M

Top Sellers

1
AS
Altshuler Shaham
Israel
-$344M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$297M
3
Marshall Wace
Marshall Wace
United Kingdom
-$208M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$207M
5
Renaissance Technologies
Renaissance Technologies
New York
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
401
Glenview Trust
Kentucky
$7.97M +$7.59M +188,646 +1,974%
Lido Advisors
402
Lido Advisors
California
$7.91M +$5.41M +134,513 +216%
ACI
403
Alpha Cubed Investments
California
$7.91M +$1.39M +34,559 +21%
WP
404
WealthSource Partners
California
$7.88M -$500K -12,429 -6%
Capstone Investment Advisors
405
Capstone Investment Advisors
New York
$7.86M +$4.99M +124,145 +174%
CWA
406
Consilium Wealth Advisory
Texas
$7.8M -$10K -249 -0.1%
NMERB
407
New Mexico Educational Retirement Board
New Mexico
$7.8M -$869K -21,600 -10%
RJT
408
Raymond James Trust
Florida
$7.64M +$156K +3,881 +2%
ZCM
409
Ziegler Capital Management
Illinois
$7.63M -$342K -8,514 -4%
VI
410
Vestcor Inc
New Brunswick, Canada
$7.57M +$122K +3,031 +2%
AAA
411
Adams Asset Advisors
Texas
$7.54M +$92.6K +2,303 +1%
SM
412
Salzhauer Michael
$7.49M +$4.21M +104,757 +129%
SCI
413
Stableford Capital II
Arizona
$7.37M -$79.1K -1,764 -1%
AIA
414
Allied Investment Advisors
Montana
$7.26M +$278K +6,918 +4%
Fuller & Thaler Asset Management
415
Fuller & Thaler Asset Management
California
$7.17M +$1.02M +25,310 +17%
AssetMark Inc
416
AssetMark Inc
California
$7.16M +$2.56M +63,720 +56%
OCM
417
Olstein Capital Management
New York
$7.12M – – –
SAM
418
Sabadell Asset Management
Spain
$6.99M +$4.24M +97,926 +154%
RCWMU
419
Rothschild & Co Wealth Management (UK)
United Kingdom
$6.97M -$2.97M -73,842 -30%
JFL
420
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.87M -$1.03M -25,650 -13%
NEAM
421
New England Asset Management
Connecticut
$6.83M +$95.5K +2,375 +1%
VIG
422
Vienna Insurance Group
Poland
$6.82M – – –
GIM
423
Grassi Investment Management
California
$6.8M +$44.4K +1,103 +0.7%
LM
424
Lincluden Management
Ontario, Canada
$6.79M -$102K -2,540 -1%
CG
425
Cynosure Group
Utah
$6.76M -$301K -7,492 -4%
15 16
17
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