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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 %
CWM
851
Circle Wealth Management
New Jersey
$1.36M +$67.2K +1,670 +5%
LF
852
Lee Financial
Texas
$1.36M +$20.2K +502 +2%
SCM
853
Sterneck Capital Management
Missouri
$1.35M +$19.5K +484 +1%
FFS
854
Founders Financial Securities
Maryland
$1.35M +$3.9K +97 +0.3%
JFGIW
855
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.35M -$461K -10,016 -26%
DMBA
856
Deseret Mutual Benefit Administrators
Utah
$1.34M -$297K -7,389 -18%
MA
857
Mutual Advisors
Nebraska
$1.32M +$461K +11,464 +54%
IWC
858
Integrated Wealth Concepts
Massachusetts
$1.32M -$31K -770 -2%
QCIG
859
Quad-Cities Investment Group
Iowa
$1.32M +$341K +8,491 +35%
CPIG
860
Chicago Partners Investment Group
Illinois
$1.31M +$98.9K +2,101 +8%
DPIM
861
Duff & Phelps Investment Management
Illinois
$1.31M – – –
SWM
862
SeaCrest Wealth Management
New York
$1.31M -$68.6K -1,707 -5%
GC
863
Grimes & Company
Massachusetts
$1.3M +$161 +4 +0%
WTC
864
WhitTier Trust Company
Nevada
$1.3M -$3.06K -76 -0.2%
VVP
865
Venture Visionary Partners
Ohio
$1.3M +$4.18K +104 +0.3%
VAS
866
Vestmark Advisory Solutions
Massachusetts
$1.3M +$5.15K +128 +0.4%
SACTSONJ
867
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.3M – – –
AA
868
AF Advisors
California
$1.29M -$121K -3,000 -9%
SSW
869
Smith Shellnut Wilson
Mississippi
$1.28M – – –
BCV
870
Banque Cantonale Vaudoise
Switzerland
$1.28M – – –
BJL
871
Brighton Jones LLC
Washington
$1.28M +$13.4K +332 +1%
TWM
872
Tradition Wealth Management
Minnesota
$1.28M -$18.1K -451 -1%
EHC
873
Everett Harris & Co
California
$1.27M -$4.02K -100 -0.3%
EIM
874
Essex Investment Management
Massachusetts
$1.27M -$440K -10,929 -26%
BAMF
875
BI Asset Management Fondsmaeglerselskab
Denmark
$1.27M -$160K -3,981 -11%
33 34
35
36 37