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Wells Fargo
WFC

Overview Fund Activity

1,982 hedge funds and large institutions have $108B invested in Wells Fargo in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 742 increasing their positions, 836 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,982
Holders Change
-147
Holders Change %
-6.9%
% of All Funds
33.51%
Holding in Top 10
70
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.66%
% of All Funds
1.18%
New
97
Increased
742
Reduced
836
Closed
215
Calls
$2.32B
Puts
$3.21B
Net Calls
-$890M
Net Calls Change
+$235M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$730M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$682M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$648M
4
Capital World Investors
Capital World Investors
California
+$631M
5
Norges Bank
Norges Bank
Norway
+$418M

Top Sellers

1
State Street
State Street
Massachusetts
-$614M
2
BlackRock
BlackRock
New York
-$361M
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$278M
4
Citadel Advisors
Citadel Advisors
Florida
-$204M
5
Marshall Wace
Marshall Wace
United Kingdom
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGP
651
Metis Global Partners
California
$2.55M -$67.4K -1,721 -3%
MIAN
652
Mariner Independent Advisor Network
Kansas
$2.55M +$103K +2,604 +4%
KCM
653
Kanawha Capital Management
Virginia
$2.54M -$174K -4,430 -6%
LBC
654
Lowe Brockenbrough & Co
Virginia
$2.54M – – –
IC
655
IEQ Capital
California
$2.51M -$657K -16,778 -21%
LDB
656
Lee, Danner & Bass
Tennessee
$2.51M +$307K +7,834 +14%
PRS
657
Pinkerton Retirement Specialists
Idaho
$2.5M +$4.19K +107 +0.2%
WJWM
658
Williams Jones Wealth Management
New York
$2.5M +$81.8K +2,087 +3%
VCM
659
Vetamer Capital Management
California
$2.5M +$2.5M +63,748 New
PCTC
660
Perkins Coie Trust Company
Washington
$2.49M +$153K +3,911 +7%
HNB
661
Huntington National Bank
Ohio
$2.49M +$1.29K +33 +0.1%
SJL
662
Shayne & Jacobs LLC
Tennessee
$2.48M – – –
ICM
663
IMS Capital Management
Oregon
$2.47M +$416K +10,610 +20%
CA
664
Cetera Advisors
Colorado
$2.47M -$189K -4,812 -7%
HI
665
Hoey Investments
Pennsylvania
$2.47M +$481K +12,285 +24%
YIA
666
YHB Investment Advisors
Connecticut
$2.46M +$1.06K +27 +0%
SAM
667
Sabadell Asset Management
Spain
$2.46M – – –
SP
668
SWS Partners
Ohio
$2.46M +$67.4K +1,721 +3%
RSWM
669
Robertson Stephens Wealth Management
California
$2.45M +$90.6K +2,313 +4%
DCM
670
Dupont Capital Management
Delaware
$2.45M -$1.04M -26,451 -30%
AWM
671
Altium Wealth Management
New York
$2.45M +$143K +3,659 +6%
Lido Advisors
672
Lido Advisors
California
$2.44M -$2.01M -51,277 -45%
CIA
673
Capital Investment Advisors
Georgia
$2.44M +$901 +23 +0%
V
674
Veritable
Delaware
$2.44M -$151K -3,862 -6%
ACP
675
Ashfield Capital Partners
California
$2.42M -$2.82K -72 -0.1%
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