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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 %
LFA
1651
Laraway Financial Advisors
Minnesota
$215K -$2.01K -50 -0.9%
MSAM
1652
Moloney Securities Asset Management
Missouri
$215K +$40 +1 +0%
FAG
1653
Financial Advisory Group
Texas
$215K +$40 +1 +0%
DWM
1654
Denver Wealth Management
Colorado
$215K +$1.45K +36 +0.7%
AAP
1655
Arax Advisory Partners
Colorado
$213K -$13.9K -345 -6%
CC
1656
Constitution Capital
Connecticut
$213K – – –
FPF
1657
First Pacific Financial
Washington
$213K – – –
KFC
1658
Klingenstein Fields & Co
New York
$213K +$213K +5,295 New
DAM
1659
Deltec Asset Management
New York
$212K – – –
CG
1660
CFO4Life Group
Texas
$211K -$18.1K -450 -8%
BWM
1661
Buckley Wealth Management
Nevada
$211K -$6.27K -156 -3%
AFG
1662
Allegheny Financial Group
Pennsylvania
$211K +$6.11K +152 +3%
RCG
1663
Rock Creek Group
District of Columbia
$211K +$17.2K +427 +9%
JWWM
1664
Johnson & White Wealth Management
Pennsylvania
$211K +$211K +5,258 New
GD
1665
Grandfield & Dodd
New York
$210K -$53.3K -1,340 -20%
PAM
1666
Pegasus Asset Management
New York
$210K – – –
HBT
1667
Hills Bank & Trust
Iowa
$209K -$4.42K -110 -2%
OWM
1668
OneAscent Wealth Management
Alabama
$209K +$3.43K +85 +2%
NFG
1669
Nations Financial Group
Iowa
$208K -$10.4K -260 -5%
CAGAS
1670
Capital Advisory Group Advisory Services
Minnesota
$206K -$8.05K -200 -4%
BFO
1671
Boston Family Office
Massachusetts
$206K -$1.01K -25 -0.5%
HWM
1672
Hohimer Wealth Management
Washington
$206K – – –
TWA
1673
TPB Wealth Advisors
Texas
$206K +$80 +2 +0%
PFBT
1674
Parkside Financial Bank & Trust
Missouri
$206K +$24.6K +614 +14%
BWA
1675
Burt Wealth Advisors
Maryland
$206K +$206K +5,117 New
65 66
67
68 69