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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 %
SWA
1801
SOA Wealth Advisors
New York
$69K – – –
VCM
1802
Vigilant Capital Management
Maine
$69K +$2.88K +71 +4%
KFI
1803
Key Financial Inc
Pennsylvania
$67K -$58.4K -1,445 -47%
GWSG
1804
GPS Wealth Strategies Group
Colorado
$66K -$4.45K -110 -6%
CTB
1805
Country Trust Bank
Illinois
$66K – – –
BHWM
1806
Bay Harbor Wealth Management
Maryland
$66K +$66K +1,648 New
NFSG
1807
Newbridge Financial Services Group
Florida
$65K +$120 +3 +0.2%
AWM
1808
Accel Wealth Management
Iowa
$64K -$1.6K -37 -2%
Bank Julius Baer & Co
1809
Bank Julius Baer & Co
Switzerland
$64K -$1.16K -29 -2%
AFS
1810
Annapolis Financial Services
Maryland
$60K -$21.6K -534 -26%
BWS
1811
BCR Wealth Strategies
Alabama
$60K – – –
SIC
1812
SJS Investment Consulting
Ohio
$59K +$59K +1,473 New
TAIM
1813
TD Ameritrade Investment Management
Nebraska
$58K -$69.6K -1,734 -55%
BCMLT
1814
Beacon Capital Management LLC (Tennessee)
Tennessee
$58K -$4.49K -113 -7%
UIA
1815
Ulland Investment Advisors
Minnesota
$58K – – –
EIP
1816
Ellis Investment Partners
Pennsylvania
$57K – – –
PAI
1817
Pittenger & Anderson Inc
Nebraska
$56K +$40K +1,000 +250%
BAM
1818
Bellevue Asset Management
Washington
$55K +$125 +3 +0.2%
FC
1819
Family CFO
California
$54.2K – – –
HIM
1820
Hillsdale Investment Management
Ontario, Canada
$54K -$21.6K -540 -29%
IRAG
1821
Investment Research & Advisory Group
Georgia
$54K – – –
VCM
1822
Versant Capital Management
Arizona
$54K +$606 +15 +1%
MW
1823
Milestone Wealth
New York
$52K – – –
RA
1824
Rise Advisors
New York
$52K +$324 +8 +0.6%
HIIFS
1825
Harel Insurance Investments & Financial Services
Israel
$52K +$24.3K +600 +88%
71 72
73
74 75