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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 %
QC
1701
Quent Capital
New York
$190K +$23K +572 +14%
TC
1702
Trust Company
Kansas
$189K -$960K -23,904 -84%
TTWM
1703
TCV Trust & Wealth Management
Virginia
$188K -$205K -4,478 -52%
CCA
1704
Catalyst Capital Advisors
New York
$186K – – –
HWA
1705
Heritage Wealth Advisors
Virginia
$181K -$84.5K -2,100 -32%
HFS
1706
Hantz Financial Services
Michigan
$179K +$241 +6 +0.1%
WPWM
1707
Western Pacific Wealth Management
Illinois
$177K +$145K +3,621 +459%
LJHT
1708
Laurie J. Hall Trustee
$171K – – –
TFS
1709
TrustCore Financial Services
Tennessee
$170K +$121 +3 +0.1%
Kayne Anderson Rudnick Investment Management
1710
Kayne Anderson Rudnick Investment Management
California
$169K – – –
HBW
1711
Hazlett, Burt & Watson
West Virginia
$169K +$16K +400 +10%
WOC
1712
West Oak Capital
California
$167K -$16.1K -400 -9%
NSB
1713
Norway Savings Bank
Maine
$167K -$6.04K -150 -3%
C
1714
Covestor
United Kingdom
$164K -$68.8K -1,711 -30%
HR
1715
Howe & Rusling
New York
$163K -$52.7K -1,311 -24%
PFA
1716
Professional Financial Advisors
Nebraska
$163K +$1.05K +26 +0.6%
KTC
1717
Kistler-Tiffany Companies
Pennsylvania
$163K +$8.83K +220 +6%
CWC
1718
Carolinas Wealth Consulting
North Carolina
$159K -$21.4K -531 -12%
BBPWM
1719
Blue Bell Private Wealth Management
Pennsylvania
$158K – – –
EW
1720
Evoke Wealth
California
$153K -$29.9K -743 -16%
TF
1721
Tompkins Financial
New York
$153K – – –
CWA
1722
Clearview Wealth Advisors
Oregon
$151K -$2.57K -64 -2%
CCA
1723
Column Capital Advisors
Indiana
$150K – – –
MPWT
1724
MassMutual Private Wealth & Trust
Connecticut
$150K +$29.9K +742 +25%
BLC
1725
Brown, Lisle/Cummings
Rhode Island
$147K +$10.1K +250 +7%
67 68
69
70 71