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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 %
TAM
1676
Tucker Asset Management
Colorado
$206K +$52.7K +1,145 +34%
CWA
1677
Cornerstone Wealth Advisors
Minnesota
$205K +$205K +5,093 New
KFP
1678
KMG Fiduciary Partners
Ohio
$204K -$38.4K -957 -16%
AC
1679
AlphaCore Capital
California
$204K +$26.3K +654 +15%
GW
1680
GW & Wade
Massachusetts
$204K +$204K +5,060 New
WJA
1681
Willis Johnson & Associates
Texas
$204K +$204K +5,067 New
DC
1682
Defender Capital
North Carolina
$204K +$204K +5,074 New
SL
1683
Salomon & Ludwin
Virginia
$204K +$204K +5,081 New
GCIA
1684
Gabelli & Co Investment Advisers
New York
$203K -$26K -645 -11%
CA
1685
Calton & Associates
Florida
$202K +$202K +5,046 New
CCMT
1686
CMT Capital Markets Trading
Germany
$201K -$2.17M -53,900 -92%
AWM
1687
Angeles Wealth Management
California
$201K +$201K +4,991 New
CAMG
1688
CWA Asset Management Group
Florida
$201K +$201K +5,000 New
MJP
1689
Michael J. Puzo
$201K +$201K +5,000 New
MC
1690
Middleton & Co
Massachusetts
$201K +$201K +5,005 New
GC
1691
Gratus Capital
Georgia
$200K -$10.4K -258 -5%
MIA
1692
MMBG Investment Advisors
Florida
$200K +$200K +4,980 New
HKIM
1693
Hayek Kallen Investment Management
Alabama
$200K +$200K +4,985 New
FPWM
1694
FSB Premier Wealth Management
Iowa
$200K +$200K +4,996 New
TWA
1695
TCI Wealth Advisors
Arizona
$198K +$10.1K +252 +5%
IUHSA
1696
Itau Unibanco Holding S.A.
Brazil
$197K +$53.5K +1,327 +37%
RCM
1697
Raleigh Capital Management
North Carolina
$197K +$197K +4,905 New
BSB
1698
Bangor Savings Bank
Maine
$196K – – –
TH
1699
TCTC Holdings
Texas
$194K – – –
JWM
1700
Janiczek Wealth Management
Colorado
$191K -$3.32K -80 -2%
66 67
68
69 70