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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 %
FB
1401
First Bancorp
Maine
$359K +$6.03K +150 +2%
LJAC
1402
L.J. Altfest & Co
New York
$358K -$26.1K -650 -7%
RCG
1403
Regatta Capital Group
California
$358K +$53K +1,353 +17%
SMG
1404
Spectrum Management Group
Indiana
$357K – – –
TIA
1405
Traphagen Investment Advisors
New Jersey
$355K +$603 +15 +0.2%
LA
1406
Latitude Advisors
Florida
$355K -$40.2K -997 -10%
SFP
1407
Sweet Financial Partners
Minnesota
$355K +$81.7K +2,036 +30%
HIC
1408
Hartline Investment Corp
Illinois
$355K +$355K +8,815 New
FPB
1409
First PREMIER Bank
South Dakota
$354K -$11K -274 -3%
TCOV
1410
Trust Company of Vermont
Vermont
$354K – – –
CWS
1411
Confluence Wealth Services
Pennsylvania
$353K -$108K -2,692 -23%
BWA
1412
Bordeaux Wealth Advisors
California
$353K -$52.7K -1,311 -13%
CIM
1413
Contravisory Investment Management
Massachusetts
$353K -$12.8K -318 -3%
RIG
1414
Roosevelt Investment Group
New York
$352K +$57.4K +1,425 +19%
BFO
1415
Biltmore Family Office
North Carolina
$351K +$604 +15 +0.2%
AC
1416
ASB Consultores
Florida
$349K +$52.9K +1,315 +18%
IWA
1417
IVC Wealth Advisors
Pennsylvania
$348K +$644 +16 +0.2%
PMFA
1418
Plante Moran Financial Advisors
Michigan
$347K +$683 +17 +0.2%
Financial Engines Advisors
1419
Financial Engines Advisors
California
$345K -$11.6K -288 -3%
SC
1420
Schulhoff & Co
Ohio
$343K +$80 +2 +0%
EWM
1421
Empirical Wealth Management
Washington
$343K +$343K +8,517 New
IA
1422
IFG Advisory
Georgia
$343K +$343K +8,543 New
IFWM
1423
Institute for Wealth Management
Colorado
$342K -$134K -3,324 -28%
BG
1424
Bollard Group
Massachusetts
$341K – – –
MA
1425
MKT Advisors
California
$340K -$22K -548 -6%
55 56
57
58 59