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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 %
TIM
1751
Tevis Investment Management
Texas
$106K +$17.3K +430 +19%
APW
1752
Acima Private Wealth
Virginia
$103K – – –
CAC
1753
Core Alternative Capital
Georgia
$103K +$5.69K +142 +6%
ATC
1754
Adirondack Trust Company
New York
$102K -$4.97K -124 -5%
PWMG
1755
Prestige Wealth Management Group
New Jersey
$102K +$928 +23 +0.9%
OIA
1756
Optimum Investment Advisors
Illinois
$101K -$11K -273 -10%
ICM
1757
Islay Capital Management
Texas
$101K – – –
FPFS
1758
First Personal Financial Services
North Carolina
$100K – – –
BFPW
1759
BOK Financial Private Wealth
Colorado
$99K – – –
KIG
1760
Kessler Investment Group
Indiana
$99K – – –
MTIC
1761
Missouri Trust & Investment Company
Missouri
$98K – – –
GM
1762
GeoWealth Management
Illinois
$98K +$98K +2,439 New
CB
1763
CNB Bank
Pennsylvania
$97K – – –
DWMG
1764
DB Wealth Management Group
California
$97K – – –
ETH
1765
Exos TFP Holdings
New York
$96K +$96K +2,380 New
WPA
1766
West Paces Advisors
Georgia
$95.9K -$885 -22 -0.9%
HC
1767
Hoese & Co
Minnesota
$95K – – –
CB
1768
Community Bank
New York
$94K +$73.8K +1,831 +366%
CT
1769
Colonial Trust
South Carolina
$93K +$93K +2,314 New
FCT
1770
First Community Trust
Iowa
$89K -$2.01K -50 -2%
FP
1771
Financial Perspectives
Minnesota
$88K +$241 +6 +0.3%
DA
1772
Denali Advisors
California
$88K -$156K -3,900 -64%
FFC
1773
First Financial Corp
Indiana
$88K +$6.37K +160 +8%
SWM
1774
Selective Wealth Management
Virginia
$87K +$57.2K +1,425 +192%
SBL
1775
Sargent Bickham Lagudis
Colorado
$86K +$1.76K +44 +2%
69 70
71
72 73