WFC icon

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 %
SSWM
1226
Sheets Smith Wealth Management
North Carolina
$518K +$362 +9 +0.1%
MWM
1227
Madison Wealth Management
Ohio
$517K +$27.3K +679 +6%
CNC
1228
Canandaigua National Corp
New York
$516K -$71.5K -1,777 -12%
MCM
1229
Monument Capital Management
Virginia
$516K +$185K +4,589 +56%
FLI
1230
Family Legacy Inc
South Carolina
$515K – – –
MHS
1231
M Holdings Securities
Oregon
$514K -$7.56K -188 -1%
RMDI
1232
R.M. Davis Inc
Maine
$512K +$279K +6,941 +120%
CFGS
1233
Concourse Financial Group Securities
Alabama
$511K -$1.73K -43 -0.3%
LA
1234
Lakeside Advisors
Washington
$509K -$4.02K -100 -0.8%
FHA
1235
Flagship Harbor Advisors
Massachusetts
$507K -$6.52K -162 -1%
LWM
1236
Liberty Wealth Management
California
$507K +$3.09K +77 +0.6%
MAA
1237
Mraz Amerine & Associates
California
$505K -$1.01K -25 -0.2%
CSPIA
1238
Cary Street Partners Investment Advisory
Virginia
$503K +$10.5K +261 +2%
MW
1239
Marcum Wealth
Ohio
$502K +$47.4K +1,178 +10%
LC
1240
Lindbrook Capital
California
$501K +$177K +4,391 +54%
ECG
1241
Edge Capital Group
Georgia
$498K -$11.2K -278 -2%
SAS
1242
Stelac Advisory Services
New York
$498K – – –
WB
1243
Webster Bank
Connecticut
$496K -$20.8K -518 -4%
GLA
1244
Good Life Advisors
Pennsylvania
$494K +$3.7K +92 +0.8%
GSC
1245
G&S Capital
Colorado
$491K +$40 +1 +0%
LCAM
1246
London & Capital Asset Management
United Kingdom
$488K +$4.79K +119 +1%
CSB
1247
City State Bank
Iowa
$488K +$259K +6,437 +113%
CWM
1248
Cornerstone Wealth Management
Missouri
$487K +$15.8K +392 +3%
SC
1249
SouthState Corp
Florida
$486K -$65.6K -1,631 -12%
FSA
1250
Fort Sheridan Advisors
Illinois
$484K -$44.2K -1,100 -8%
48 49
50
51 52