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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 %
PWPS
1126
Pinnacle Wealth Planning Services
Ohio
$662K +$213K +5,283 +47%
HCM
1127
Hutner Capital Management
Vermont
$661K -$12.3K -305 -2%
GFP
1128
Gryphon Financial Partners
Ohio
$661K +$153K +3,794 +30%
PFM
1129
Parsec Financial Management
North Carolina
$660K – – –
ALAM
1130
Asahi Life Asset Management
Japan
$660K +$10.1K +250 +2%
GPA
1131
Garrison Point Advisors
California
$659K – – –
TBA
1132
Tower Bridge Advisors
Pennsylvania
$658K -$133K -3,300 -17%
FCA
1133
FinTrust Capital Advisors
South Carolina
$657K -$12K -268 -2%
NSAM
1134
North Star Asset Management
Wisconsin
$651K – – –
SVWAG
1135
Sound View Wealth Advisors Group
Georgia
$651K +$523 +13 +0.1%
RIA
1136
Richwood Investment Advisors
Ohio
$649K -$39K -970 -6%
ET
1137
Equitable Trust
Tennessee
$648K +$218K +5,420 +51%
EW
1138
Element Wealth
Mississippi
$647K +$18.3K +455 +3%
RT
1139
Rockland Trust
Massachusetts
$646K -$15.7K -391 -2%
NIM
1140
Northeast Investment Management
Massachusetts
$645K – – –
HWAM
1141
Hennion & Walsh Asset Management
New Jersey
$644K +$41.9K +1,041 +7%
SYBT
1142
Stock Yards Bank & Trust
Kentucky
$642K -$4.1K -102 -0.6%
DG
1143
DMC Group
Alabama
$642K -$4.16K -100 -0.6%
SFG
1144
Sather Financial Group
Texas
$641K – – –
AWA
1145
Arkadios Wealth Advisors
Georgia
$636K +$523 +13 +0.1%
APC
1146
Aspire Private Capital
North Carolina
$634K +$540K +13,426 +576%
ONST
1147
Old North State Trust
North Carolina
$633K +$633K +15,735 +157,350%
DI
1148
Diligent Investors
California
$631K -$603 -15 -0.1%
BCM
1149
Becker Capital Management
Oregon
$630K -$11.6K -289 -2%
Tudor Investment Corp
1150
Tudor Investment Corp
Connecticut
$630K +$630K +15,671 New
44 45
46
47 48