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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 %
Jones Financial Companies
1001
Jones Financial Companies
Missouri
$898K +$21.7K +538 +2%
BAAM
1002
Baker Avenue Asset Management
California
$897K -$21K -523 -2%
CPO
1003
Cerity Partners OCIO
New York
$896K -$28.3K -704 -3%
WA
1004
WP Advisors
California
$894K -$21.3K -530 -2%
EGM
1005
Engineers Gate Manager
New York
$890K -$977K -24,279 -52%
WHG
1006
Westwood Holdings Group
Texas
$890K -$11.4K -284 -1%
CAG
1007
Csenge Advisory Group
Florida
$882K +$28.2K +700 +3%
GLLW
1008
Graves Light Lenhart Wealth
Virginia
$881K +$161 +4 +0%
BBA
1009
BLB&B Advisors
Pennsylvania
$879K – – –
SIC
1010
Salem Investment Counselors
North Carolina
$878K -$2.69K -67 -0.3%
GA
1011
GFS Advisors
Texas
$875K – – –
AA
1012
Argent Advisors
Louisiana
$872K +$23K +571 +3%
AIC
1013
Argus Investors Counsel
New York
$869K +$106K +2,641 +14%
WPC
1014
Wedmont Private Capital
Pennsylvania
$865K +$127K +3,147 +17%
IMA
1015
Investment Management Associates
Colorado
$864K -$5.91K -147 -0.7%
FB
1016
Fulton Bank
Pennsylvania
$861K +$127K +3,160 +17%
JIP
1017
Jaffetilchin Investment Partners
Florida
$857K +$28.5K +709 +3%
BO
1018
BRR OpCo
Ohio
$853K +$282 +7 +0%
IAIM
1019
International Assets Investment Management
Florida
$850K +$204K +5,062 +31%
SWA
1020
Stratos Wealth Advisors
Ohio
$846K -$64.6K -1,605 -7%
GC
1021
Gilbert & Cook
Iowa
$845K +$4.97K +106 +0.6%
AIIMS
1022
Analyst IMS Investment Management Services
Israel
$844K -$52.9K -1,305 -6%
FNT
1023
First National Trust
Pennsylvania
$844K +$7.85K +195 +0.9%
LI
1024
LMCG Investments
Massachusetts
$843K -$468K -11,631 -36%
SWM
1025
Spire Wealth Management
Virginia
$842K -$332K -8,245 -28%
39 40
41
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