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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 %
9WM
1301
9258 Wealth Management
Ohio
$449K +$5.99K +149 +1%
NAS
1302
Nicolet Advisory Services
Wisconsin
$446K +$17.5K +422 +4%
VAM
1303
Vontobel Asset Management
New York
$445K -$3.19K -79 -0.7%
CA
1304
Claro Advisors
Massachusetts
$445K – – –
FDS
1305
First Dallas Securities
Texas
$445K +$8.05K +200 +2%
WAP
1306
Wealthcare Advisory Partners
Pennsylvania
$444K +$18.3K +456 +4%
RCM
1307
Radnor Capital Management
Pennsylvania
$443K – – –
WP
1308
WealthSpring Partners
California
$442K +$442K +10,982 New
PTP
1309
Platform Technology Partners
New York
$441K +$28.2K +700 +7%
PCM
1310
Pointe Capital Management
Michigan
$439K -$4.14K -103 -0.9%
MAM
1311
McCarthy Asset Management
California
$439K +$121 +3 +0%
PWMG
1312
Pinnacle Wealth Management Group
Michigan
$438K -$40.2K -1,000 -8%
PAM
1313
Premier Asset Management
Illinois
$438K +$438K +10,883 New
GIA
1314
Gladstone Institutional Advisory
Florida
$434K -$253K -6,289 -37%
KFGK
1315
Keystone Financial Group (Kentucky)
Kentucky
$434K +$9.24K +230 +2%
MA
1316
MCF Advisors
Kentucky
$434K +$71.9K +1,787 +20%
HT
1317
HighTower Trust
Texas
$430K -$120K -2,995 -22%
PCA
1318
Providence Capital Advisors
North Carolina
$429K -$4.02K -100 -0.9%
CC
1319
Cannell & Co
New York
$428K – – –
HTI
1320
Hikari Tsushin Inc
Japan
$428K – – –
SNBOSD
1321
Security National Bank of So Dak
Iowa
$427K – – –
WA
1322
Waverly Advisors
Alabama
$425K -$194K -4,825 -31%
JWA
1323
JFS Wealth Advisors
Pennsylvania
$424K -$83.7K -2,080 -16%
MWM
1324
Modera Wealth Management
New Jersey
$422K -$40.1K -998 -9%
WTA
1325
Washington Trust Advisors
Massachusetts
$422K +$11.7K +290 +3%
51 52
53
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