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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 %
OPCM
801
Osborne Partners Capital Management
California
$1.6M +$103K +2,556 +7%
CA
802
Cullinan Associates
Kentucky
$1.59M – – –
CL
803
CPWM LLC
Washington
$1.59M -$7.8K -194 -0.5%
EWM
804
Evercore Wealth Management
New York
$1.59M – – –
TFA
805
Trinity Financial Advisors
Ohio
$1.57M +$119K +2,948 +8%
CIP
806
Cornerstone Investment Partners
Georgia
$1.56M – – –
CCP
807
Cunning Capital Partners
North Carolina
$1.56M – – –
OPS
808
Orion Portfolio Solutions
Nebraska
$1.55M +$11.7K +290 +0.8%
OCM
809
One Capital Management
California
$1.55M -$43.7K -1,087 -3%
SC
810
Sepio Capital
Utah
$1.54M -$2.23M -55,347 -59%
MIM
811
Miller Investment Management
Pennsylvania
$1.54M – – –
HCC
812
Hirtle Callaghan & Co
Pennsylvania
$1.53M +$1.53M +38,050 New
ERIC
813
Eagle Rock Investment Company
Georgia
$1.53M -$53.9K -1,340 -3%
VFA
814
Voya Financial Advisors
Connecticut
$1.52M +$49.4K +1,220 +3%
WIM
815
WealthPlan Investment Management
Nebraska
$1.52M +$1.52M +35,735 New
YC
816
Yarbrough Capital
Tennessee
$1.51M – – –
DILIC
817
Dai-ichi Life Insurance Company
Japan
$1.49M – – –
HAM
818
Hedges Asset Management
Nevada
$1.49M – – –
BPM
819
Bowling Portfolio Management
Ohio
$1.49M -$30.7K -762 -2%
PTC
820
Private Trust Company
Ohio
$1.49M +$5.27K +131 +0.4%
CM
821
Columbus Macro
Pennsylvania
$1.48M -$2.53K -63 -0.2%
SFI
822
Siemens Fonds Invest
Germany
$1.48M -$87.8K -2,184 -6%
AAM
823
Auxier Asset Management
Oregon
$1.47M -$10.1K -250 -0.7%
S
824
SignatureFD
Georgia
$1.47M +$337K +8,374 +30%
FMAEN1
825
Fund Management at Engine No 1
California
$1.47M -$72.3K -1,798 -5%
31 32
33
34 35