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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 %
AIA
2001
Arbor Investment Advisors
North Carolina
– -$346K -8,837 Closed
SFS
2002
Stiles Financial Services
Minnesota
– -$343K -8,745 Closed
Two Sigma Investments
2003
Two Sigma Investments
New York
– -$332K -8,472 Closed
WFI
2004
West Family Investments
California
– -$320K -8,164 Closed
ER
2005
Enlightenment Research
Florida
– -$313K -8,002 Closed
GA
2006
GoalVest Advisory
New York
– -$319K -7,955 Closed
ESCM
2007
Echo Street Capital Management
New York
– -$306K -7,808 Closed
CCC
2008
Chelsea Counsel Company
California
– -$282K -7,202 Closed
DWM
2009
Destination Wealth Management
California
– -$282K -7,198 Closed
CBN
2010
Cadence Bank NA
Texas
– -$280K -7,140 Closed
CA
2011
Capitolis Advisors
New York
– -$263K -6,727 Closed
WCM
2012
Wedge Capital Management
North Carolina
– -$260K -6,640 Closed
CCM
2013
Compton Capital Management
Rhode Island
– -$255K -6,500 Closed
F4L
2014
Fortune 45 LLC
Louisiana
– -$248K -6,355 Closed
BBNB
2015
Baker Boyer National Bank
Washington
– -$249K -6,354 Closed
ARC
2016
Advisor Resource Council
Texas
– -$245K -6,256 Closed
SMA
2017
Sage Mountain Advisors
Georgia
– -$238K -6,075 Closed
WP
2018
WMS Partners
Maryland
– -$237K -6,062 Closed
TAM
2019
Townsend Asset Management
North Carolina
– -$228K -5,817 Closed
WF
2020
WoodTrust Financial
Wisconsin
– -$218K -5,558 Closed
WCM
2021
Windsor Capital Management
Arizona
– -$217K -5,553 Closed
MJRIC
2022
Mogy Joel R Investment Counsel
California
– -$215K -5,500 Closed
AWM
2023
Aprio Wealth Management
Georgia
– -$214K -5,461 Closed
IC
2024
Inscription Capital
Texas
– -$212K -5,404 Closed
HR
2025
Hardy Reed
Mississippi
– -$203K -5,171 Closed
79 80
81
82 83