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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 %
ROTUOC
1076
Regents of the University of California
California
$728K – – –
EFS
1077
Essex Financial Services
Connecticut
$728K +$80 +2 +0%
AG
1078
Ascent Group
Virginia
$727K -$61.6K -1,339 -8%
WA1
1079
Wimmer Associates 1
California
$727K -$3.22K -70 -0.4%
AG
1080
AIA Group
Hong Kong
$726K -$447K -11,130 -38%
BOC
1081
Barbara Oil Co
Illinois
$724K – – –
STA
1082
Summit Trail Advisors
New York
$723K -$166K -4,129 -19%
GVAG
1083
Great Valley Advisor Group
Delaware
$721K +$41.5K +1,031 +6%
KFSC
1084
Keystone Financial Services (Colorado)
Colorado
$719K -$36.5K -800 -5%
DAS
1085
Dynamic Advisor Solutions
Arizona
$719K -$4.79K -119 -0.7%
CCM
1086
Chiron Capital Management
Florida
$719K +$20.1K +501 +3%
YWP
1087
YorkBridge Wealth Partners
New York
$716K -$38.4K -955 -5%
LAS
1088
LWM Advisory Services
Florida
$716K +$15K +372 +2%
AC
1089
Apella Capital
Connecticut
$714K -$746K -18,562 -51%
HBT
1090
Heartland Bank & Trust
Illinois
$713K -$11.9K -295 -2%
WBG
1091
Wharton Business Group
Pennsylvania
$711K +$8.64K +215 +1%
AP
1092
Adero Partners
California
$710K -$2.44K -54 -0.3%
SFG
1093
Summit Financial Group
West Virginia
$709K – – –
CW
1094
CreativeOne Wealth
Kansas
$708K -$166K -4,121 -19%
FPCP
1095
Fort Point Capital Partners
California
$706K -$220K -5,460 -24%
AF
1096
Advisornet Financial
Minnesota
$706K -$31.8K -792 -4%
NCM
1097
Neumann Capital Management
California
$705K – – –
VBFP
1098
Valtinson Bruner Financial Planning
Minnesota
$704K +$563 +14 +0.1%
XF
1099
XML Financial
Maryland
$703K +$36.2K +900 +5%
NCM
1100
Narwhal Capital Management
Georgia
$702K +$25.1K +623 +4%
42 43
44
45 46