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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 %
WA
1276
Wealth Alliance
New York
$468K -$161 -4 -0%
BMC
1277
Beaton Management Company
Massachusetts
$467K +$16.7K +415 +4%
PCM
1278
PAR Capital Management
Massachusetts
$467K +$467K +11,600 New
S
1279
Surevest
California
$466K +$1.73K +43 +0.4%
AIM
1280
Anchor Investment Management
South Carolina
$465K +$39.2K +974 +9%
PWP
1281
Pursue Wealth Partners
California
$463K -$302K -7,500 -39%
FI
1282
Financial Insights
Washington
$463K +$463K +11,512 New
PPP
1283
Private Portfolio Partners
New Jersey
$462K +$362 +9 +0.1%
AMIM
1284
Aull & Monroe Investment Management
Alabama
$462K -$14.3K -354 -3%
OWP
1285
Obermeyer Wealth Partners
Colorado
$460K -$6.92K -172 -1%
AWAP
1286
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$457K -$27.4K -681 -6%
AWA
1287
Arete Wealth Advisors
Illinois
$457K +$171K +4,260 +60%
SB
1288
Sunflower Bank
Texas
$456K -$76.7K -1,907 -14%
GTAM
1289
Global Trust Asset Management
Florida
$456K -$1.45K -36 -0.3%
AWS
1290
AJ Wealth Strategies
New York
$456K +$443 +11 +0.1%
DLA
1291
Douglas Lane & Associates
New York
$455K -$3.38K -84 -0.7%
HWP
1292
Highline Wealth Partners
California
$454K +$454K +11,294 New
CCFM
1293
Clear Creek Financial Management
Washington
$454K -$18.7K -464 -4%
CFA
1294
Cahill Financial Advisors
Minnesota
$454K +$108K +2,683 +31%
BTW
1295
Boston Trust Walden
Massachusetts
$453K +$223K +5,552 +97%
BCM
1296
BTR Capital Management
California
$452K – – –
ATFA
1297
All Terrain Financial Advisors
Minnesota
$450K +$58.5K +1,455 +15%
BOH
1298
Bank of Hawaii
Hawaii
$450K +$195K +4,849 +76%
SF
1299
Summit Financial
New Jersey
$450K +$143K +3,554 +47%
FWP
1300
FAS Wealth Partners
Kansas
$449K +$2.94K +73 +0.7%
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