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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 %
SP
1526
Successful Portfolios
Florida
$283K +$5.91K +147 +2%
WC
1527
Woodstock Corp
Massachusetts
$281K -$16.1K -400 -5%
GIA
1528
Guyasuta Investment Advisors
Pennsylvania
$281K – – –
BWM
1529
BNC Wealth Management
Oregon
$281K +$40 +1 +0%
DP
1530
Denver PWM
Colorado
$280K – – –
Kovitz Investment Group Partners
1531
Kovitz Investment Group Partners
Illinois
$279K -$105K -2,621 -27%
SHGA
1532
Sand Hill Global Advisors
California
$279K -$31.4K -779 -10%
SAS
1533
Sanford Advisory Services
Michigan
$279K – – –
JWBC
1534
John W. Brooker & Co
California
$278K – – –
BFWA
1535
Benchmark Financial Wealth Advisors
Florida
$278K +$17.7K +441 +7%
WAM
1536
Weinberger Asset Management
California
$277K -$71.9K -1,787 -21%
NL
1537
NWAM LLC
Washington
$277K -$68.7K -1,711 -20%
DSC
1538
Duncker Streett & Co
Missouri
$277K +$403 +10 +0.1%
PA
1539
PSI Advisors
Florida
$276K -$58.4K -1,449 -17%
VCAM
1540
Van Cleef Asset Management
Ohio
$275K +$40 +1 +0%
SFG
1541
SNS Financial Group
Minnesota
$275K +$4K +99 +1%
FAIM
1542
Financial Advocates Investment Management
Washington
$275K +$7.18K +156 +3%
FIM
1543
Fruth Investment Management
Texas
$274K – – –
FCMT
1544
Founders Capital Management (Texas)
Texas
$274K +$201K +5,000 +276%
CL
1545
COWA LLC
Oklahoma
$273K -$100K -2,500 -27%
LRPA
1546
L. Roy Papp & Associates
Arizona
$273K +$483 +12 +0.2%
SIG
1547
Sky Investment Group
Connecticut
$272K +$16.1K +400 +6%
PAMG
1548
Patton Albertson Miller Group
Tennessee
$271K -$20.4K -506 -7%
BWP
1549
Bernardo Wealth Planning
Pennsylvania
$270K – – –
HIG
1550
Heritage Investment Group
Florida
$270K +$14.9K +369 +6%
60 61
62
63 64