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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 %
ZB
1251
Zions Bancorporation
Utah
$484K +$38.7K +963 +9%
CCA
1252
Childress Capital Advisors
Texas
$484K +$51.9K +1,247 +12%
MBT
1253
Montecito Bank & Trust
California
$481K +$6.76K +168 +1%
MWM
1254
Meridian Wealth Management
Kentucky
$480K -$578K -14,350 -55%
FFG
1255
Fortem Financial Group
California
$480K -$140K -3,492 -23%
CAAS
1256
Capital Asset Advisory Services
Michigan
$480K +$270K +6,715 +129%
RCG
1257
Resource Consulting Group
Florida
$478K +$478K +11,896 New
JC
1258
Jacobs & Co
California
$477K – – –
SAM
1259
Summit Asset Management
Tennessee
$477K – – –
PCI
1260
Pacifica Capital Investments
Texas
$476K – – –
IF
1261
Intrua Financial
Texas
$476K +$32K +796 +7%
DBIA
1262
Dumont & Blake Investment Advisors
New Jersey
$475K -$684 -17 -0.1%
LPT
1263
Legacy Private Trust
Wisconsin
$475K +$475K +11,807 New
PIA
1264
Perennial Investment Advisors
California
$474K +$5.07K +126 +1%
JCM
1265
Jacobi Capital Management
Pennsylvania
$474K +$16.2K +403 +4%
FTC
1266
Farmers Trust Company
Ohio
$473K +$47.1K +1,170 +11%
BHBT
1267
Burke & Herbert Bank & Trust
Virginia
$472K -$16.7K -415 -3%
LCM
1268
Leisure Capital Management
California
$472K +$17.2K +428 +4%
CT
1269
Chicago Trust
Illinois
$471K +$27.8K +692 +6%
LFASL
1270
Lugano Financial Advisors SA (LFA)
Switzerland
$471K +$236K +5,852 +100%
FIM
1271
Freedom Investment Management
Connecticut
$470K -$20.1K -499 -4%
CFG
1272
Citizens Financial Group
Rhode Island
$469K -$183K -4,554 -28%
ISB
1273
Iowa State Bank
Iowa
$469K -$12.1K -300 -3%
ST
1274
Spinnaker Trust
Maine
$468K -$416K -10,335 -47%
TC
1275
Titleist Capital
Texas
$468K -$35.8K -891 -7%
49 50
51
52 53