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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 %
SL
1926
Savior LLC
Massachusetts
$5K – – –
FWA
1927
FSC Wealth Advisors
New York
$5K – – –
MOS
1928
MGO One Seven
Ohio
$4.19K +$1.98K +15,338 +89%
SAM
1929
Strategic Asset Management
Minnesota
$4K – – –
CAM
1930
ClariVest Asset Management
California
$4K – – –
TFA
1931
Toth Financial Advisory
Virginia
$4K – – –
EAM
1932
Eukles Asset Management
Ohio
$4K – – –
FEG
1933
Financial Enhancement Group
Indiana
$4K – – –
CT
1934
Clearstead Trust
Maine
$4K – – –
YAL
1935
Your Advocates Ltd
Texas
$3K -$2.11K -50 -41%
AFG
1936
Albion Financial Group
Utah
$3K – – –
DAL
1937
Delta Accumulation LLC
California
$3K – – –
FGAM
1938
Financial Gravity Asset Management
Texas
$2.9K -$280 -62 -9%
SJIM
1939
St. Johns Investment Management
Florida
$2K – – –
IIL
1940
Insight Inv LLC
California
$2K – – –
DWA
1941
Delos Wealth Advisors
Texas
$2K +$2K +50 New
PI
1942
PFS Investments
Georgia
$1.75K +$82 +2,045 +5%
SC
1943
Sierra Capital
Florida
$1K -$186K -3,720 -99%
UFF
1944
USA Financial Formulas
Michigan
$1K – – –
PWP
1945
Principle Wealth Partners
Connecticut
$741 – – –
JMF
1946
Johnson Midwest Financial
Iowa
$53 – +9 +0.7%
WIM
1947
Westside Investment Management
California
$12 – – –
VCM
1948
Voleon Capital Management
California
– -$90.1M -2,300,000 Closed
SC
1949
Sculptor Capital
New York
– -$71.4M -1,823,215 Closed
PA
1950
Paralel Advisors
Colorado
– -$55.8M -1,425,000 Closed
76 77
78
79 80