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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 %
WPW
1151
Waldron Private Wealth
Pennsylvania
$629K +$87.8K +2,185 +16%
AC
1152
Abbrea Capital
California
$628K -$58.5K -1,454 -9%
ONGA
1153
O'Neil Global Advisors
California
$628K -$121 -3 -0%
MPAM
1154
Murphy Pohlad Asset Management
Minnesota
$625K -$4.02K -100 -0.6%
PFA
1155
Pure Financial Advisors
California
$625K +$29.1K +725 +5%
ADIM
1156
Alpha DNA Investment Management
Maryland
$624K +$624K +15,537 New
AT
1157
American Trust
Kentucky
$621K -$14.5K -360 -2%
MCM
1158
Mengis Capital Management
Oregon
$619K -$135K -3,348 -18%
JFA
1159
JNBA Financial Advisors
Minnesota
$614K -$21.8K -542 -3%
JSW
1160
Journey Strategic Wealth
New Jersey
$614K +$190K +4,727 +45%
HSA
1161
HBK Sorce Advisory
Pennsylvania
$612K +$173K +4,309 +40%
Q
1162
QVR
California
$604K +$496K +12,332 +459%
CCG
1163
Ceeto Capital Group
Florida
$603K – – –
NSIM
1164
North Star Investment Management
Illinois
$602K -$38.4K -954 -6%
HH
1165
Hilltop Holdings
Texas
$597K -$28.3K -705 -5%
KSWA
1166
Kathleen S. Wright Associates
Pennsylvania
$596K – – –
TAM
1167
Tocqueville Asset Management
New York
$596K +$16.2K +402 +3%
BMA
1168
Brooks Moore & Associates
Tennessee
$593K – – –
HCP
1169
Hexagon Capital Partners
Arkansas
$592K +$97.7K +2,429 +20%
EWA
1170
EverSource Wealth Advisors
Alabama
$590K -$6.54K -163 -1%
BFA
1171
Bragg Financial Advisors
North Carolina
$589K +$178K +4,415 +43%
BWP
1172
Baldwin Wealth Partners
Massachusetts
$581K -$11.1K -275 -2%
LA
1173
LexAurum Advisors
Kansas
$579K +$483 +12 +0.1%
HWMA
1174
Heritage Wealth Management (Arizona)
Arizona
$579K +$9.54K +237 +2%
CWS
1175
Cypress Wealth Services
California
$577K -$1.33M -31,796 -70%
45 46
47
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