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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
$4.25B
2
Capital International Investors
Capital International Investors
California
$1.04B
3
Harris Associates
Harris Associates
Illinois
$855M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$347M
5
Citadel Advisors
Citadel Advisors
Florida
$351M

Top Sellers

1
AS
Altshuler Shaham
Israel
$83.5M
2
Allianz Asset Management
Allianz Asset Management
Germany
$241M
3
Marshall Wace
Marshall Wace
United Kingdom
$96.5M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$20.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
1851
Tortoise Investment Management
New York
$32K – – –
TCM
1852
Tradewinds Capital Management
Washington
$32K – – –
AIC
1853
Archer Investment Corporation
Indiana
$31.8K – – –
FDCC
1854
Foster Dykema Cabot & Co
Massachusetts
$31K -$125K -3,154 -80%
DWP
1855
Destiny Wealth Partners
Florida
$31K – – –
DAC
1856
Dividend Assets Capital
South Carolina
$30K – – –
CHA
1857
Carmichael Hill & Associates
Maryland
$29K +$200 +5 +0.7%
BA
1858
Bellwether Advisors
Nebraska
$29K +$4.87K +125 +20%
IAS
1859
IMA Advisory Services
Colorado
$28K – – –
TCCM
1860
Timber Creek Capital Management
Massachusetts
$28K – – –
FMP
1861
Financial Management Professionals
Texas
$28K +$11.2K +275 +67%
KFS
1862
Kelly Financial Services
Massachusetts
$27.8K +$80 +2 +0.3%
BC
1863
Barrett & Company
Rhode Island
$27.5K +$27.5K +665 New
SIA
1864
SkyView Investment Advisors
New Jersey
$26K -$498K -12,250 -95%
TC
1865
Truvestments Capital
Florida
$25K -$1.07K -27 -4%
DIP
1866
DT Investment Partners
Pennsylvania
$25K +$25K +624 New
OSNBOA
1867
Old Second National Bank of Aurora
Illinois
$24K – – –
AWM
1868
AllSquare Wealth Management
New York
$24K – – –
TF
1869
TimeScale Financial
Massachusetts
$24K +$122 +3 +0.5%
AA
1870
AlphaMark Advisors
Kentucky
$24K +$2.8K +70 +13%
CMA
1871
Cedar Mountain Advisors
Oregon
$24K +$3.1K +77 +15%
MCC
1872
Money Concepts Capital
Florida
$24K +$6.5K +164 +37%
BWM
1873
Baystate Wealth Management
Massachusetts
$23K +$161 +4 +0.7%
CFFP
1874
Center for Financial Planning
Michigan
$23K +$7.02K +171 +44%
AFIA
1875
America First Investment Advisors
Nebraska
$23K +$9.02K +220 +65%
73 74
75
76 77