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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 %
MAM
876
Mystic Asset Management
Rhode Island
$1.26M +$7.84K +195 +0.6%
DT
877
Diversified Trust
Tennessee
$1.25M -$390K -9,690 -24%
NHC
878
Nicholas Hoffman & Company
Georgia
$1.25M +$55.8K +1,388 +5%
BOM
879
Bank of Marin
California
$1.24M -$28.8K -717 -2%
MSR
880
Main Street Research
Connecticut
$1.24M +$206K +5,113 +20%
VNA
881
Valley National Advisers
Pennsylvania
$1.24M -$10.4K -233 -0.8%
SSI
882
Scott & Selber Inc
Texas
$1.23M +$4.42K +110 +0.4%
CA
883
Continuum Advisory
Idaho
$1.22M +$37.6K +935 +3%
WGAM
884
Wilkinson Global Asset Management
New York
$1.22M – – –
IAN
885
Integrated Advisors Network
Texas
$1.22M +$36.3K +901 +3%
MIC
886
Meridian Investment Counsel
California
$1.22M +$724 +18 +0.1%
SWM
887
Shelton Wealth Management
Texas
$1.21M +$6.68K +166 +0.6%
LIM
888
Leavell Investment Management
Alabama
$1.21M +$53.8K +1,337 +5%
AL
889
Aspiriant LLC
California
$1.2M -$8.48K -211 -0.7%
SIM
890
Sterling Investment Management
Arizona
$1.19M -$334K -8,308 -22%
FCBT
891
First Citizens Bank & Trust
North Carolina
$1.19M -$30.7K -763 -3%
SWM
892
Sendero Wealth Management
Texas
$1.18M -$46.8K -1,163 -4%
IVP
893
Intrinsic Value Partners
Arizona
$1.18M -$4.02K -100 -0.3%
VIM
894
Vista Investment Management
Pennsylvania
$1.18M +$87.6K +2,178 +8%
CGL
895
Clarius Group LLC
Washington
$1.18M +$93.3K +2,319 +9%
GJIC
896
Gamble Jones Investment Counsel
California
$1.17M – – –
CIA
897
Choate Investment Advisors
Massachusetts
$1.17M -$5.79K -144 -0.5%
RIA
898
Realta Investment Advisors
Delaware
$1.17M +$310K +7,706 +36%
SAM
899
Silvercrest Asset Management
New York
$1.16M +$201 +5 +0%
TNB
900
Thomasville National Bank
Georgia
$1.16M -$49.3K -1,225 -4%
34 35
36
37 38