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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 %
NICM
1601
Neo Ivy Capital Management
New York
$239K +$239K +5,934 New
LOAMS
1602
Lombard Odier Asset Management (Switzerland)
Switzerland
$238K -$126K -3,128 -35%
LSPW
1603
Lake Street Private Wealth
Illinois
$238K -$1.49K -37 -0.6%
ANB
1604
Amarillo National Bank
Texas
$238K +$21.6K +535 +10%
EWA
1605
Encompass Wealth Advisors
Oregon
$238K +$238K +5,907 New
BDF
1606
Balasa Dinverno & Foltz
$236K +$236K +5,872 New
FW
1607
FirstPurpose Wealth
Utah
$233K +$233K +5,786 New
PCM
1608
Penserra Capital Management
California
$232K -$36.8K -917 -14%
FCB
1609
First Command Bank
Texas
$232K – – –
FCFS
1610
First Command Financial Services
Texas
$232K – – –
MSFS
1611
Main Street Financial Solutions
Pennsylvania
$231K -$10.8K -268 -4%
CII
1612
Capital International Inc
California
$231K +$231K +5,755 New
CQS
1613
Credential Qtrade Securities
$230K +$230K +5,730 New
SSC
1614
Syverson Strege & Co
Iowa
$230K -$20.4K -508 -8%
PP
1615
Patten & Patten
Tennessee
$229K – – –
LCS
1616
Levin Capital Strategies
New York
$228K -$40.2K -1,000 -15%
FNBOH
1617
First National Bank of Hutchinson
Kansas
$228K – – –
PCMC
1618
Private Capital Management (Colorado)
Colorado
$228K +$14.6K +363 +7%
SA
1619
Shilanski & Associates
Alaska
$228K +$228K +5,657 New
SWM
1620
Silverlake Wealth Management
Vermont
$228K +$282 +7 +0.1%
BFM
1621
Boston Financial Management
Massachusetts
$227K -$48.3K -1,200 -18%
TFF
1622
The Family Firm
Maryland
$227K -$39.8K -989 -15%
MFG
1623
Magnus Financial Group
New York
$227K -$19.9K -495 -8%
DA
1624
Detalus Advisors
Missouri
$225K – – –
IIC
1625
Integrated Investment Consultants
Michigan
$224K +$224K +5,565 New
63 64
65
66 67