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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 %
PAG
1626
Powers Advisory Group
Illinois
$222K -$9.83K -244 -4%
VV
1627
Verity & Verity
South Carolina
$222K – – –
VFP
1628
Verus Financial Partners
Virginia
$222K +$222K +4,966 New
HFRG
1629
Houlihan Financial Resource Group
Virginia
$222K +$222K +5,394 New
OAM
1630
Occidental Asset Management
California
$221K -$9.21K -229 -4%
PWM
1631
PBMares Wealth Management
Virginia
$221K – – –
MPCG
1632
Matrix Private Capital Group
New York
$221K +$3.3K +82 +2%
HWA
1633
HHM Wealth Advisors
Tennessee
$220K -$68.6K -1,706 -24%
AA
1634
Advisory Alpha
Michigan
$220K -$23.5K -585 -10%
SGI
1635
Summit Global Investments
Utah
$220K – – –
RWA
1636
Ropes Wealth Advisors
Massachusetts
$220K +$220K +5,475 New
AB
1637
Atlas Brown
Kentucky
$219K – – –
PWM
1638
Prentice Wealth Management
New York
$219K +$219K +5,430 New
IIM
1639
Ipswich Investment Management
Massachusetts
$218K -$185K -4,607 -46%
VIA
1640
Vident Investment Advisory
Georgia
$218K -$20.4K -1,386 -9%
ACG
1641
Allen Capital Group
Nebraska
$218K – – –
CA
1642
Crewe Advisors
Utah
$218K +$16K +397 +8%
ADL
1643
Asset Dedication LLC
California
$218K +$218K +5,442 New
MCA
1644
MSH Capital Advisors
Arizona
$218K +$724 +18 +0.3%
MTC
1645
McDaniel Terry & Co
Texas
$217K -$11.8K -294 -5%
NWM
1646
Northcape Wealth Management
New York
$217K +$217K +5,384 New
NFP
1647
Narus Financial Partners
Utah
$217K -$6.03K -150 -3%
CCFCSB
1648
Cape Cod Five Cents Savings Bank
Massachusetts
$216K -$3.73K -93 -2%
WCG
1649
Weaver Consulting Group
California
$216K -$2.38K -59 -1%
CWG
1650
Cornerstone Wealth Group
North Carolina
$215K -$3.66K -91 -2%
64 65
66
67 68