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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 %
SWM
1551
Stockman Wealth Management
Montana
$269K -$13.1K -325 -5%
BFG
1552
Bouchey Financial Group
New York
$269K – – –
HPWM
1553
Highland Private Wealth Management
Washington
$269K +$25.8K +641 +11%
ACM
1554
Avalon Capital Management
California
$268K – – –
UL
1555
Unionview LLC
Washington
$267K – – –
AA
1556
Auxano Advisors
Washington
$267K +$11.2K +278 +4%
ST
1557
Smithfield Trust
Pennsylvania
$265K -$4.02K -100 -1%
SAM
1558
Security Asset Management
New York
$265K – – –
WC
1559
Westhampton Capital
North Carolina
$265K – – –
VST
1560
Van Strum & Towne
California
$264K – – –
LIA
1561
LBMC Investment Advisors
Tennessee
$264K +$264K +6,561 New
GCS
1562
Gordian Capital (Singapore)
Singapore
$263K – – –
CWP
1563
Concord Wealth Partners
Virginia
$263K +$22.3K +555 +9%
ACA
1564
Aptus Capital Advisors
Alabama
$263K +$37.9K +940 +17%
CFG
1565
CKW Financial Group
Hawaii
$261K -$2.01K -50 -0.8%
SOAMC
1566
Spirit of America Management Corp
New York
$261K – – –
AP
1567
Americana Partners
Texas
$261K +$29.4K +732 +13%
PCIA
1568
Prime Capital Investment Advisors
Kansas
$260K +$23.2K +575 +10%
ITIM
1569
Indiana Trust & Investment Management
Indiana
$258K -$16.7K -415 -6%
BFG
1570
Berger Financial Group
Minnesota
$258K -$11.5K -285 -4%
LB
1571
Legacy Bridge
Iowa
$258K – – –
TNBTD
1572
Trustmark National Bank Trust Department
Mississippi
$257K – – –
PWA
1573
Phoenix Wealth Advisors
North Carolina
$256K – – –
CGH
1574
CMG Global Holdings
Texas
$256K +$80 +2 +0%
RSVP
1575
Ramsay Stattman Vela & Price
Colorado
$255K – – –
61 62
63
64 65