WFC icon

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 %
AWM
1826
Abound Wealth Management
Tennessee
$51.9K +$51.9K +1,289 New
CWM
1827
Cranbrook Wealth Management
Michigan
$51K – – –
AIM
1828
Arcadia Investment Management
Michigan
$49K -$8K -200 -14%
BONH
1829
Bank of New Hampshire
New Hampshire
$49K – – –
SAM
1830
Selway Asset Management
$48K -$704K -17,600 -94%
ME
1831
McIlrath & Eck
Washington
$48K – – –
HNWAG
1832
High Net Worth Advisory Group
Florida
$48K +$40 +1 +0.1%
AP
1833
Arlington Partners
Alabama
$47K -$31.2K -783 -40%
MWC
1834
MBM Wealth Consultants
Missouri
$46K – – –
BIA
1835
Bell Investment Advisors
California
$44K +$25.6K +639 +139%
PO
1836
Private Ocean
California
$41K +$12.3K +307 +43%
WAM
1837
Westport Asset Management
Connecticut
$40K – – –
HS
1838
Horan Securities
United States
$40K +$40 +1 +0.1%
DWA
1839
Dougherty Wealth Advisers
Minnesota
$39K -$9.1K -225 -19%
RA
1840
Rational Advisors
New York
$39K +$2.16K +54 +6%
WAM
1841
Worth Asset Management
Texas
$38K – – –
MFT
1842
Moisand Fitzgerald Tamayo
Florida
$38K +$1.39K +35 +4%
GEA
1843
Glen Eagle Advisors
New Jersey
$37K -$125K -3,111 -77%
SIS
1844
Sound Income Strategies
Florida
$37K +$12.9K +318 +54%
CJL
1845
Cyrus J. Lawrence
New York
$36K – – –
OCM
1846
Orion Capital Management
California
$36K +$20K +500 +125%
MGIM
1847
M&G Investment Management
United Kingdom
$35.3K -$19.5K -488,647 -36%
BWA
1848
BDO Wealth Advisors
Florida
$35K +$4K +100 +13%
AA
1849
Addison Advisors
Vermont
$34K +$7.4K +184 +28%
CC
1850
Centiva Capital
New York
$33K -$2.21M -54,341 -99%
72 73
74
75 76