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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 %
MCM
1176
MV Capital Management
Maryland
$577K +$26.6K +662 +5%
GI
1177
Gradient Investments
Minnesota
$576K +$3.42K +85 +0.6%
KA
1178
Kovack Advisors
Florida
$574K -$34.3K -853 -6%
SN
1179
Sittner & Nelson
Oregon
$572K -$42.7K -1,062 -7%
ESB
1180
Essex Savings Bank
Connecticut
$572K – – –
SW
1181
SteelPeak Wealth
California
$571K -$44.2K -1,100 -7%
OWA
1182
One Wealth Advisors
California
$571K +$116K +2,875 +25%
HI
1183
Harbour Investments
Wisconsin
$570K – – –
DWM
1184
Drive Wealth Management
Utah
$570K +$14.6K +364 +3%
VIM
1185
VELA Investment Management
Ohio
$569K +$282 +7 +0%
PWMAG
1186
Pinnacle Wealth Management Advisory Group
New Jersey
$568K +$268K +6,670 +89%
CT
1187
Coastline Trust
Rhode Island
$563K +$329K +8,175 +140%
SWM
1188
Shakespeare Wealth Management
Wisconsin
$560K -$3.02K -75 -0.5%
OCM
1189
Osterweis Capital Management
California
$559K – – –
WLPWM
1190
Walled Lake Planning & Wealth Management
Illinois
$559K – – –
WBCM
1191
Wilson & Boucher Capital Management
California
$558K – – –
FFA
1192
First Foundation Advisors
California
$555K +$33.2K +825 +6%
TCM
1193
Triumph Capital Management
Colorado
$553K -$4.14K -103 -0.7%
AIA
1194
AIMZ Investment Advisors
California
$552K – – –
FMWA
1195
Forvis Mazars Wealth Advisors
Missouri
$551K -$34.1K -847 -6%
BP
1196
BBR Partners
New York
$550K -$314K -7,817 -36%
WIC
1197
Woodmont Investment Counsel
Tennessee
$550K – – –
AI
1198
AXS Investments
New York
$548K -$97.7K -2,430 -15%
RC
1199
Rovin Capital
Arizona
$548K -$15.6K -388 -3%
CIP
1200
Convergence Investment Partners
Florida
$545K -$166K -4,138 -23%
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48
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