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 %
GL
1376
Graypoint LLC
New York
$374K +$133K +3,304 +55%
DA
1377
Doliver Advisors
Texas
$373K -$1.57K -39 -0.4%
HI
1378
Humankind Investments
New York
$373K +$36K +895 +11%
DA
1379
DSC Advisors
Illinois
$372K -$84.8K -2,111 -19%
SMC
1380
Smith, Moore & Co
Missouri
$372K +$4.02K +100 +1%
PGIM
1381
Pacific Global Investment Management
California
$371K +$764 +19 +0.2%
BOTW
1382
Bank of the West
California
$371K +$4.92K +122 +1%
DWM
1383
Dakota Wealth Management
Florida
$368K +$151K +3,755 +70%
ASFA
1384
All Season Financial Advisors
Colorado
$368K +$368K +9,149 New
SCA
1385
Sippican Capital Advisors
Massachusetts
$367K -$55K -1,370 -13%
SAM
1386
S.A. Mason
Michigan
$367K – – –
MIP
1387
Marietta Investment Partners
Wisconsin
$367K – – –
HIMC
1388
Heritage Investors Management Corp
Maryland
$366K -$9.66K -240 -3%
FAM
1389
Formidable Asset Management
Ohio
$365K -$4.55K -100 -1%
LWM
1390
Lyell Wealth Management
California
$365K +$925 +23 +0.3%
NCM
1391
Novare Capital Management
North Carolina
$364K -$384K -9,566 -51%
RWA
1392
River Wealth Advisors
Pennsylvania
$364K +$8.49K +211 +2%
ZIM
1393
Zacks Investment Management
Illinois
$363K -$236K -5,851 -39%
SW
1394
Solidarity Wealth
Utah
$363K -$17.4K -370 -5%
CIM
1395
CIM Investment Management
Pennsylvania
$363K – – –
NIM
1396
Nexus Investment Management
Ontario, Canada
$362K – – –
CTA
1397
Colonial Trust Advisors
South Carolina
$361K -$7.48K -186 -2%
1WM
1398
1900 Wealth Management
Texas
$361K +$40 +1 +0%
MWP
1399
MYCIO Wealth Partners
Pennsylvania
$360K – – –
RFM
1400
Royal Fund Management
Florida
$359K +$1.77K +44 +0.5%
54 55
56
57 58