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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 %
CA
1201
Carson Advisory
Georgia
$545K -$10.7K -265 -2%
RWA
1202
RGT Wealth Advisors
Texas
$544K +$97.8K +2,432 +22%
FSCM
1203
Front Street Capital Management
Montana
$541K -$12.7K -315 -2%
EA
1204
Eclectic Associates
California
$540K -$32K -796 -6%
CPA
1205
Cardiff Park Advisors
California
$539K -$41.4K -1,031 -7%
FNBT
1206
FineMark National Bank & Trust
Florida
$539K -$6.79K -169 -1%
WSTAM
1207
Wilbanks Smith & Thomas Asset Management
Virginia
$537K +$126K +3,120 +31%
AWM
1208
Alterna Wealth Management
Texas
$536K -$54.3K -1,350 -9%
CCM
1209
Chilton Capital Management
Texas
$536K -$14.1K -350 -3%
PWW
1210
Pettyjohn Wood & White
Virginia
$536K +$80 +2 +0%
KC
1211
Knuff & Co
California
$535K – – –
GWM
1212
Guardian Wealth Management
Illinois
$535K +$322 +8 +0.1%
WG
1213
Welch Group
Alabama
$534K +$12.1K +300 +2%
BCAM
1214
Boston Common Asset Management
Massachusetts
$533K +$1.09K +27 +0.2%
MIFH
1215
Migdal Insurance & Financial Holdings
Israel
$530K -$244K -6,046 -32%
WAM
1216
Weatherly Asset Management
California
$530K – – –
BIC
1217
Beach Investment Counsel
Pennsylvania
$529K -$3.01K -75 -0.6%
WB
1218
West Bancorporation
Iowa
$527K – – –
JIC
1219
Johnson Investment Counsel
Ohio
$526K -$2.49K -62 -0.5%
GS
1220
Gagnon Securities
New York
$525K – – –
IIA
1221
IPG Investment Advisors
California
$524K -$62.5K -1,554 -11%
HCM
1222
Highlander Capital Management
New Jersey
$524K -$80.4K -2,000 -13%
PWM
1223
Purus Wealth Management
California
$523K +$3.42K +85 +0.7%
CG
1224
Cutler Group
California
$520K -$995K -24,771 -66%
WI
1225
Wintrust Investments
Illinois
$519K -$21.3K -529 -4%
47 48
49
50 51