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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 %
MSE
1326
MUFG Securities EMEA
United Kingdom
$420K -$223K -5,540 -35%
HIA
1327
Harbor Investment Advisory
Maryland
$419K -$7.84K -195 -2%
AIM
1328
Athena Investment Management
California
$418K +$6.04K +150 +1%
CBA
1329
Coastal Bridge Advisors
Connecticut
$417K -$6.64K -165 -2%
EFG
1330
Everhart Financial Group
Ohio
$417K +$200K +4,965 +92%
HI
1331
Hudock Inc
Pennsylvania
$415K -$60.5K -1,506 -13%
FNA
1332
First National Advisers
Nebraska
$415K +$116K +2,890 +39%
WBC
1333
West Branch Capital
Massachusetts
$414K -$26.1K -649 -6%
SIM
1334
SSI Investment Management
California
$414K +$1K +25 +0.2%
VA
1335
Valmark Advisers
Ohio
$413K +$15.7K +391 +4%
SC
1336
Steph & Co
Wisconsin
$412K – – –
HWA
1337
HCR Wealth Advisors
California
$411K -$2.17K -54 -0.5%
B
1338
Bailard
California
$409K -$317K -7,892 -44%
PAIM
1339
Punch & Associates Investment Management
Minnesota
$409K – – –
FFMBT
1340
First Farmers & Merchants Bank Trust
Tennessee
$409K – – –
CFO
1341
Colony Family Offices
North Carolina
$409K +$563 +14 +0.1%
EI
1342
Ethic Inc
New York
$409K +$116K +2,875 +39%
TFO
1343
Tarbox Family Office
California
$408K – – –
WCWM
1344
Willow Creek Wealth Management
California
$408K +$362 +9 +0.1%
RCM
1345
RB Capital Management
Nevada
$407K -$198K -4,931 -33%
LFA
1346
Lauterbach Financial Advisors
Texas
$407K +$1.97K +49 +0.5%
AIM
1347
Aspen Investment Management
Michigan
$406K – – –
ZIG
1348
Zuckerman Investment Group
Illinois
$401K – – –
CL
1349
Choreo LLC
Illinois
$399K -$16.3K -406 -4%
PCS
1350
Personal CFO Solutions
New Jersey
$398K -$28.8K -715 -7%
52 53
54
55 56