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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 %
ARIS
1776
Advanced Research Investment Solutions
California
$86K +$86K +2,145 New
HGERS
1777
Householder Group Estate & Retirement Specialist
Arizona
$86K +$86K +2,156 New
GFPC
1778
Global Financial Private Client
Florida
$84K – – –
IAIM
1779
Industrial Alliance Investment Management
Quebec, Canada
$84K -$11.9K -296 -12%
KFP
1780
KB Financial Partners
New Jersey
$83K -$362 -9 -0.4%
TW
1781
Towerpoint Wealth
California
$81K – – –
AWM
1782
Ameliora Wealth Management
Switzerland
$81K +$81K +2,000 New
TSWM
1783
Tyler-Stone Wealth Management
Ohio
$80K -$5.21K -130 -6%
JEST
1784
JTC Employer Solutions Trustee
Jersey
$77K -$28.2K -699 -27%
CWM
1785
Castle Wealth Management
Florida
$77K +$40 +1 +0.1%
LTI
1786
Laffer Tengler Investments
Tennessee
$76.5K – – –
MWM
1787
Mascoma Wealth Management
New Hampshire
$76K -$4.51K -112 -6%
JGIA
1788
Jackson Grant Investment Advisers
Connecticut
$74K – – –
BWL
1789
Bogart Wealth LLC
Virginia
$74K +$37.7K +933 +104%
ANBT
1790
American National Bank & Trust
Texas
$73K +$20.2K +506 +38%
RTC
1791
Riverview Trust Company
Washington
$72K -$96K -2,379 -57%
EWM
1792
Endurance Wealth Management
Rhode Island
$72K – – –
GCM
1793
Gables Capital Management
Florida
$72K – – –
PP
1794
Pacifica Partners
Canada
$71K -$1.66K -40 -2%
PWC
1795
PYA Waltman Capital
Tennessee
$71K – – –
FMTCOCP
1796
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$71K – – –
EARNEST Partners
1797
EARNEST Partners
Georgia
$71K – – –
WAS
1798
Winch Advisory Services
Wisconsin
$71K +$486 +12 +0.7%
LWP
1799
Lumature Wealth Partners
Georgia
$70K +$18K +450 +35%
HFM
1800
Harvest Fund Management
China
$69K -$33.7K -834 -33%
70 71
72
73 74