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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 %
AWM
1476
Axxcess Wealth Management
California
$308K +$4.91K +122 +2%
TCM
1477
Tributary Capital Management
Nebraska
$307K -$4.03K -100 -1%
FCFC
1478
First Citizens Financial Corp
Iowa
$306K -$17.5K -435 -5%
EA
1479
Evolution Advisers
Virginia
$306K – – –
LAM
1480
L2 Asset Management
Massachusetts
$305K +$37.8K +940 +14%
AF
1481
Arrow Financial
New York
$304K – – –
BFA
1482
Buttonwood Financial Advisors
Maryland
$304K +$10.2K +241 +3%
APIM
1483
Agate Pass Investment Management
Washington
$304K +$11.1K +275 +4%
FFA
1484
Founders Financial Alliance
North Carolina
$303K -$468K -11,645 -61%
BI
1485
Ballast Inc
Kentucky
$303K – – –
MCM
1486
Magnolia Capital Management
New York
$302K – – –
POIA
1487
Pin Oak Investment Advisors
Texas
$302K – – –
DCM
1488
Donaldson Capital Management
Indiana
$301K -$86.1K -2,139 -22%
CBFP
1489
Cedar Brook Financial Partners
Ohio
$300K +$4.95K +123 +2%
EGA
1490
E&G Advisors
Texas
$300K -$4.83K -120 -2%
IB
1491
Intrust Bank
Kansas
$300K +$1.08K +27 +0.4%
VCP
1492
Verus Capital Partners
Arizona
$300K +$36.6K +909 +14%
EMG
1493
ETF Managers Group
New Jersey
$300K +$300K +7,457 New
VWA
1494
Visionary Wealth Advisors
Illinois
$299K -$93.6K -2,328 -24%
Bank of Montreal
1495
Bank of Montreal
Ontario, Canada
$299K +$64.9K +1,386,026 +28%
NJBEST
1496
New Jersey Better Educational Savings Trust
New Jersey
$298K – – –
HCM
1497
Howland Capital Management
Massachusetts
$298K +$298K +7,405 New
FNBTCON
1498
First National Bank & Trust Co of Newtown
Pennsylvania
$297K – – –
DIM
1499
Delta Investment Management
California
$297K +$10.5K +260 +4%
PP
1500
Pegasus Partners
Wisconsin
$296K +$296K +7,353 New
58 59
60
61 62