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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 %
HTC
701
Haverford Trust Company
Pennsylvania
$2.14M -$114K -2,837 -5%
VFA
702
Valeo Financial Advisors
Indiana
$2.13M -$41.1K -1,023 -2%
GGHC
703
Gilder Gagnon Howe & Co
New York
$2.13M -$45.3K -1,125 -2%
PAM
704
Private Asset Management
California
$2.11M -$188K -4,668 -8%
ABC
705
Associated Banc-Corp
Wisconsin
$2.1M +$10.7K +266 +0.5%
SCM
706
Schnieders Capital Management
California
$2.1M +$882K +21,925 +72%
MYAM
707
Meiji Yasuda Asset Management
Japan
$2.09M -$256K -6,370 -11%
LCOV
708
London Company of Virginia
Virginia
$2.08M +$5.87K +146 +0.3%
AFS
709
Aft Forsyth & Sober
Florida
$2.07M – – –
V
710
Veritable
Delaware
$2.07M -$432K -10,740 -17%
IWA
711
Intercontinental Wealth Advisors
Texas
$2.06M +$116K +2,880 +6%
SPIA
712
Steward Partners Investment Advisory
New York
$2.05M +$51.2K +1,273 +3%
CDH
713
Charles D. Hyman
$2.04M -$30.1K -748 -1%
Wealth Enhancement Advisory Services
714
Wealth Enhancement Advisory Services
Minnesota
$2.04M -$1.19M -28,384 -37%
BCP
715
Blackhawk Capital Partners
Wisconsin
$2.04M +$2.04M +50,634 New
CS
716
Capital Square
Tennessee
$2.03M – – –
KA
717
Kintegral Advisory
New York
$2.03M – – –
ZCA
718
Zeke Capital Advisors
Pennsylvania
$2.02M -$109K -2,705 -5%
E
719
Ergoteles
New York
$2.02M +$832K +20,677 +70%
HPC
720
HM Payson & Co
Maine
$2.02M -$158K -3,926 -7%
TGAM
721
TBH Global Asset Management
Tennessee
$2.01M -$666K -16,485 -25%
IR
722
IAT Reinsurance
New York
$2.01M – – –
UM
723
Ulysses Management
New York
$2.01M +$402K +10,000 +25%
GWM
724
Geneos Wealth Management
Colorado
$2M -$1.44M -35,697 -42%
XWM
725
Xcel Wealth Management
Florida
$2M +$32.2K +800 +2%
27 28
29
30 31