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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 %
Cetera Investment Advisers
501
Cetera Investment Advisers
Illinois
$4.74M -$2.65M -65,794 -36%
MPM
502
Meritage Portfolio Management
Kansas
$4.66M -$176K -4,381 -4%
PA
503
PFG Advisors
Arizona
$4.64M -$38K -944 -0.8%
FNBOO
504
First National Bank of Omaha
Nebraska
$4.58M -$128K -3,185 -3%
MP
505
MSD Partners
New York
$4.52M – – –
CB
506
Cooke & Bieler
Pennsylvania
$4.48M -$35.9M -893,157 -89%
BFS
507
Bard Financial Services
Connecticut
$4.44M -$20.1K -500 -0.5%
TCM
508
Teza Capital Management
Illinois
$4.43M +$738K +18,355 +20%
ATPW
509
Ashton Thomas Private Wealth
Arizona
$4.43M -$234K -5,807 -5%
MPIM
510
McGinn Penninger Investment Management
Virginia
$4.36M +$1.11M +27,517 +34%
ASN
511
Advisory Services Network
Georgia
$4.35M +$98.4K +2,447 +2%
HCM
512
Hutchinson Capital Management
California
$4.33M -$2.33K -58 -0.1%
Luther King Capital Management (LKCM)
513
Luther King Capital Management (LKCM)
Texas
$4.31M +$123K +3,049 +3%
MA
514
Montag & Associates
Georgia
$4.29M -$786K -19,546 -15%
BS
515
Boenning & Scattergood
Pennsylvania
$4.29M -$285K -7,077 -6%
AC
516
Asio Capital
Kentucky
$4.26M +$83.3K +2,070 +2%
LFAS
517
Level Four Advisory Services
Texas
$4.25M +$227K +5,655 +6%
PWM
518
Perigon Wealth Management
California
$4.21M +$158K +3,928 +4%
DWM
519
Dorchester Wealth Management
Quebec, Canada
$4.21M -$40.8K -1,015 -1%
NC
520
NBW Capital
Massachusetts
$4.19M +$671K +16,689 +19%
PTB
521
Pioneer Trust Bank
Oregon
$4.16M +$8.08K +201 +0.2%
KOCAA
522
Knights of Columbus Asset Advisors
Connecticut
$4.16M -$155K -3,859 -4%
BIG
523
Boothe Investment Group
Delaware
$4.13M +$182K +4,527 +5%
MHIC
524
Marble Harbor Investment Counsel
Massachusetts
$4.12M -$137K -3,400 -3%
WAM
525
Winslow Asset Management
Ohio
$4.12M -$83.9K -2,085 -2%
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