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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 %
SAM
1426
Sawgrass Asset Management
Florida
$340K -$9.24K -230 -3%
CA
1427
Cornerstone Advisory
Maryland
$340K +$926 +23 +0.3%
PL
1428
Plancorp LLC
Missouri
$340K +$6.88K +171 +2%
NPA
1429
Nichols & Pratt Advisers
Massachusetts
$338K – – –
KPW
1430
Kore Private Wealth
New York
$338K +$1.33K +33 +0.4%
GBT
1431
Grove Bank & Trust
Florida
$337K – – –
TFS
1432
Thoroughbred Financial Services
Tennessee
$336K +$336K +8,360 New
FMB
1433
Field & Main Bank
Kentucky
$335K +$1.77K +44 +0.5%
EWM
1434
Evermay Wealth Management
Virginia
$334K – – –
CFO
1435
CVA Family Office
Colorado
$334K +$40.6K +1,010 +14%
CCM
1436
Cohen Capital Management
California
$333K – – –
BAM
1437
Blueshift Asset Management
New Jersey
$332K -$664K -16,509 -67%
RDWM
1438
Red Door Wealth Management
Tennessee
$332K +$18.6K +463 +6%
APA
1439
Astoria Portfolio Advisors
New York
$332K +$39.3K +975 +13%
CIC
1440
Crawford Investment Counsel
Georgia
$330K -$16.8K -418 -5%
NMG
1441
New Millennium Group
Utah
$328K +$8.36K +208 +3%
BTIM
1442
BancFirst Trust & Investment Management
Oklahoma
$328K +$328K +8,100 New
CAM
1443
Cidel Asset Management
Ontario, Canada
$326K – – –
CB
1444
Cadence Bank
Mississippi
$325K +$325K +8,062 New
CA
1445
Cambridge Advisors
Nebraska
$324K -$12K -298 -4%
PSB
1446
Piscataqua Savings Bank
New Hampshire
$324K -$3.22K -80 -1%
MMG
1447
Monetary Management Group
Missouri
$324K – – –
CIC
1448
Cutler Investment Counsel
Oregon
$324K – – –
OWIM
1449
Old West Investment Management
California
$323K -$103K -2,573 -24%
AFS
1450
Axiom Financial Strategies
Indiana
$323K -$39.1K -971 -11%
56 57
58
59 60