WFC icon

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 %
LWANC
976
Laurel Wealth Advisors (North Carolina)
North Carolina
$973K +$603 +15 +0.1%
TCM
977
Telos Capital Management
California
$973K +$153K +3,800 +19%
CG
978
Colony Group
Massachusetts
$966K -$40.9K -1,018 -4%
NB
979
Nicolet Bankshares
Wisconsin
$966K -$5.35K -133 -0.6%
EH
980
Equitable Holdings
New York
$965K +$34.7K +863 +4%
CL
981
CSS LLC
Illinois
$954K -$47K -1,170 -5%
PCFFS
982
Pacific Center for Financial Services
California
$953K +$331K +8,232 +53%
TCPWM
983
Traverso Chambers Private Wealth Management
California
$951K +$80 +2 +0%
NEI
984
Northwest & Ethical Investments
Ontario, Canada
$950K – – –
MFS
985
Mirabella Financial Services
United Kingdom
$947K -$1.89M -46,528 -67%
AP
986
Appleton Partners
Massachusetts
$944K -$308K -7,656 -25%
F
987
F3Logic
Minnesota
$943K -$3.41K -85 -0.4%
RL
988
Ruffer LLP
United Kingdom
$929K – – –
PCA
989
Personal Capital Advisors
California
$927K +$343K +8,525 +59%
BHB
990
Bank Hapoalim BM
Israel
$926K +$4.95K +123 +0.5%
LCM
991
Logan Capital Management
Pennsylvania
$919K +$82.2K +2,043 +10%
LWCFA
992
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$908K -$23.5K -584 -3%
EM
993
Excalibur Management
Massachusetts
$907K -$11K -273 -1%
AW
994
Alaethes Wealth
Nevada
$907K – – –
LS
995
Livforsakringsbolaget Skandia
Sweden
$906K -$841K -20,900 -48%
SPC
996
Stewart & Patten Company
California
$906K -$172K -4,270 -16%
RPCONE
997
Retirement Planning Company of New England
Rhode Island
$906K +$3.86K +96 +0.4%
IAMOG
998
Investors Asset Management of Georgia
Georgia
$905K +$32.6K +811 +4%
RPC
999
Rossmore Private Capital
Connecticut
$904K – – –
FWCM
1000
Ferguson Wellman Capital Management
Oregon
$900K +$2.46K +61 +0.3%
38 39
40
41 42