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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 %
SFA
951
Sequoia Financial Advisors
Ohio
$1.03M -$72.7K -1,804 -7%
TPWA
952
TRUE Private Wealth Advisors
Oregon
$1.03M – – –
FCCM
953
First City Capital Management
Georgia
$1.03M +$27.8K +690 +3%
MC
954
Martin & Co
Tennessee
$1.03M +$23.8K +593 +2%
GC
955
GFG Capital
Florida
$1.02M +$18.9K +471 +2%
NEWAS
956
N.E.W. Advisory Services
Wisconsin
$1.02M +$52.9K +1,315 +5%
NL
957
NVWM LLC
Pennsylvania
$1.02M +$69.6K +1,729 +7%
RIL
958
Rothschild Investment LLC
Illinois
$1.02M -$335K -8,325 -25%
SS
959
Sunbelt Securities
Texas
$1.01M +$25.6K +637 +3%
SS
960
Simplicity Solutions
Minnesota
$1.01M +$253K +6,296 +33%
EF
961
Empowered Funds
Pennsylvania
$1.01M +$138K +3,430 +16%
PFGIA
962
Patriot Financial Group Insurance Agency
Massachusetts
$1.01M +$37.8K +941 +4%
SBIA
963
Sheaff Brock Investment Advisors
Indiana
$1M +$3.86K +96 +0.4%
RWA
964
Redhawk Wealth Advisors
Minnesota
$1M +$1M +24,956 New
ZIC
965
ZWJ Investment Counsel
Georgia
$1M – – –
LSAG
966
Lake Street Advisors Group
New Hampshire
$1M +$60.4K +1,503 +6%
QCG
967
Quadrant Capital Group
Ohio
$1M +$112K +2,780 +13%
SC
968
Sawyer & Company
Massachusetts
$993K – – –
IA
969
Insight Advisors
Pennsylvania
$992K – – –
HW
970
Hancock Whitney
Mississippi
$989K -$27K -671 -3%
CC
971
Cadinha & Co
Hawaii
$984K – – –
TAM
972
Tealwood Asset Management
Minnesota
$981K – – –
PK
973
Pflug Koory
Nebraska
$977K -$51.7K -1,287 -5%
BMM
974
Buffington Mohr McNeal
Idaho
$977K -$30.2K -750 -3%
APP
975
Avantax Planning Partners
Iowa
$973K -$1.09M -27,202 -53%
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