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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 %
PWA
1501
Physician Wealth Advisors
Utah
$294K -$4.33K -100 -1%
ICP
1502
Interchange Capital Partners
Pennsylvania
$294K +$294K +7,317 New
HFG
1503
Heron Financial Group
New York
$292K – – –
WA
1504
Waddell & Associates
Tennessee
$292K +$161 +4 +0.1%
CWM
1505
CarsonAllaria Wealth Management
Illinois
$291K -$2.53K -63 -0.9%
TC
1506
TwinBeech Capital
New York
$291K +$291K +7,242 New
RWP
1507
RWA Wealth Partners
Massachusetts
$290K +$40 +1 +0%
MCCP
1508
Mission Creek Capital Partners
California
$290K +$443 +11 +0.2%
TFA
1509
Tranquilli Financial Advisor
New Jersey
$290K +$52.2K +1,296 +22%
AFT
1510
Alpha Family Trust
California
$289K +$289K +7,185 New
AIM
1511
Achmea Investment Management
Netherlands
$288K -$7.56M -188,203 -96%
CPA
1512
Court Place Advisors
Maryland
$288K -$33.3K -828 -10%
LA
1513
Lynch & Associates
Indiana
$288K – – –
MA
1514
MONECO Advisors
Connecticut
$288K +$36.3K +904 +14%
WDL
1515
Well Done LLC
Michigan
$287K -$239K -5,932 -45%
AW
1516
Avion Wealth
Texas
$287K -$28.7K -715 -9%
MIC
1517
Means Investment Company
Maine
$287K +$363 +9 +0.1%
WA
1518
Wealth Architects
California
$287K +$2.05K +51 +0.7%
ZIG
1519
Zullo Investment Group
Pennsylvania
$287K +$5.92K +147 +2%
PNC
1520
Park National Corp
Ohio
$287K +$49.2K +1,224 +21%
WF
1521
Wayfinding Financial
Washington
$286K +$11.2K +279 +4%
EWA
1522
Exencial Wealth Advisors
Oklahoma
$285K -$26K -648 -8%
EFSCE
1523
Enterprise Financial Services Corp (EFSC)
Missouri
$285K +$40.4K +1,006 +17%
SSB
1524
Sandy Spring Bank
Maryland
$284K +$1.97K +49 +0.7%
GA
1525
Greenspring Advisors
Maryland
$284K +$72.8K +1,809 +34%
59 60
61
62 63