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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 %
TCWA
1576
Ten Capital Wealth Advisors
Washington
$254K – – –
CNB
1577
Camden National Bank
Maine
$253K -$82.9K -2,064 -25%
LKIM
1578
Lawson Kroeker Investment Management
Nebraska
$253K – – –
BAM
1579
Brave Asset Management
New Jersey
$253K – – –
IWA
1580
Icon Wealth Advisors
Texas
$252K +$252K +6,262 New
AF
1581
Alerus Financial
North Dakota
$251K -$281 -7 -0.1%
IAG
1582
Investment Advisory Group
Massachusetts
$251K +$40 +1 +0%
BWM
1583
BlackDiamond Wealth Management
New York
$251K +$11.8K +261 +5%
WWM
1584
Wagner Wealth Management
South Carolina
$250K -$2.21K -55 -0.9%
GWS
1585
Glassman Wealth Services
Virginia
$249K +$25.2K +626 +11%
SAMC
1586
Spectrum Asset Management (California)
California
$248K -$4.75K -118 -2%
CCIA
1587
Cherry Creek Investment Advisors
Colorado
$248K +$1.13K +28 +0.5%
DOA
1588
D'Orazio & Associates
Virginia
$247K +$247K +6,152 New
IBOK
1589
Independence Bank of Kentucky
Kentucky
$246K -$6.03K -150 -2%
AWA
1590
Acorn Wealth Advisors
Michigan
$246K -$4.34K -108 -2%
WSFS
1591
Wilmington Savings Fund Society
Delaware
$245K -$13.3K -332 -5%
UWPG
1592
Ullmann Wealth Partners Group
Florida
$245K – – –
RP
1593
Riverbridge Partners
Minnesota
$245K – – –
KNW
1594
Kesler Norman & Wride
Utah
$245K +$523 +13 +0.2%
IDA
1595
Intelligence Driven Advisers
California
$244K +$244K +5,773 New
SIA
1596
SeaBridge Investment Advisors
New Jersey
$243K – – –
WPP
1597
Whalerock Point Partners
Rhode Island
$243K – – –
WCM
1598
Wallace Capital Management
Texas
$242K -$32.4K -804 -12%
JAIC
1599
Josh Arnold Investment Consultant
Minnesota
$241K – – –
KP
1600
Keel Point
Alabama
$240K -$36.6K -909 -13%
62 63
64
65 66