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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 %
NIC
1101
Northwest Investment Counselors
Oregon
$700K -$2.01K -50 -0.3%
SB
1102
Simmons Bank
Arkansas
$697K -$12.1K -300 -2%
Legacy Financial Group (Iowa)
1103
Legacy Financial Group (Iowa)
Iowa
$694K -$97.7K -2,430 -12%
FMLI
1104
Fukoku Mutual Life Insurance
Japan
$693K -$180K -4,482 -21%
IWM
1105
IHT Wealth Management
Illinois
$693K +$308K +7,663 +80%
CC
1106
Chicago Capital
Illinois
$691K – – –
LF
1107
Lantz Financial
Illinois
$691K +$6.68K +166 +1%
CWM
1108
C2C Wealth Management
Arizona
$690K -$85.3K -1,959 -11%
BCM
1109
Brookstone Capital Management
Illinois
$685K +$30.2K +747 +5%
ISL
1110
Ingalls & Snyder LLC
New York
$684K -$2.29M -56,997 -77%
SIA
1111
Strategic Investment Advisors
Michigan
$683K +$683K +16,998 New
DWA
1112
Douglass Winthrop Advisors
New York
$680K -$42.1K -1,046 -6%
GAG
1113
GM Advisory Group
New York
$679K +$7.2K +179 +1%
MCM
1114
Mainstay Capital Management
Michigan
$678K -$2.01K -50 -0.3%
NWM
1115
Northwest Wealth Management
Iowa
$676K -$7.04K -175 -1%
PMA
1116
Prudent Man Advisors
Illinois
$675K +$35.9K +893 +6%
WAM
1117
Wakefield Asset Management
Colorado
$675K +$65.6K +1,630 +11%
LD
1118
Lipe & Dalton
New York
$674K +$40.2K +1,000 +6%
VT
1119
Vise Technologies
New York
$672K +$234K +5,831 +54%
CIA
1120
Cladis Investment Advisory
Montana
$670K – – –
PWA
1121
Providence Wealth Advisors
Illinois
$670K -$28.9K -619 -4%
SG
1122
Stonnington Group
California
$668K – – –
Koshinski Asset Management
1123
Koshinski Asset Management
Illinois
$667K +$16.4K +408 +3%
SFO
1124
Stokes Family Office
Louisiana
$665K +$40.2K +998 +6%
KMWM
1125
Keudell/Morrison Wealth Management
Oregon
$662K -$2.66K -66 -0.4%
43 44
45
46 47