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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
1
T. Rowe Price Associates
Maryland
$4.25B
2
Capital International Investors
2
Capital International Investors
California
$1.04B
3
Harris Associates
3
Harris Associates
Illinois
$855M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$347M
5
Citadel Advisors
5
Citadel Advisors
Florida
$351M

Top Sellers

1
AS
1
Altshuler Shaham
Israel
$83.5M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$241M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$96.5M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$20.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCG
2026
Fort Pitt Capital Group
Pennsylvania
– -$202K -5,146 Closed
TCM
2027
Traynor Capital Management
Pennsylvania
– -$201K -5,133 Closed
SICM
2028
Sustainable Insight Capital Management
New York
– -$213K -4,900 Closed
SOW
2029
State of Wyoming
Wyoming
– -$133K -3,385 Closed
GC
2030
Garde Capital
Washington
– -$131K -3,336 Closed
ABLA
2031
Alan B. Lancz & Associates
Ohio
– -$132K -3,000 Closed
CA
2032
CoreCap Advisors
Michigan
– -$117K -2,975 Closed
FBC
2033
Fairfield, Bush & Co
Connecticut
– -$100K -2,556 Closed
1IA
2034
1834 Investment Advisors
Wisconsin
– -$95K -2,417 Closed
NIM
2035
NuWave Investment Management
New Jersey
– -$82K -2,087 Closed
PH
2036
Pinnacle Holdings
Oklahoma
– -$67.8K -1,732 Closed
AW
2037
ACG Wealth
Georgia
– -$57K -1,461 Closed
SFG
2038
Steward Financial Group
Texas
– -$43K -1,113 Closed
WOSD
2039
WFA of San Diego
California
– -$39K -1,000 Closed
RIM
2040
Rockbridge Investment Management
New York
– -$36.8K -940 Closed
CH
2041
Canton Hathaway
Rhode Island
– -$32K -815 Closed
AWM
2042
Activest Wealth Management
Florida
– -$32K -812 Closed
AIL
2043
AGF Investments LLC
Ontario, Canada
– -$26K -673 Closed
CWM
2044
Curi Wealth Management
North Carolina
– -$19K -490 Closed
T2I
2045
Turim 21 Investimentos
Brazil
– -$16K -412 Closed
TFP
2046
Tilia Fiduciary Partners
North Carolina
– -$15K -375 Closed
AIP
2047
Ahrens Investment Partners
Louisiana
– -$15K -370 Closed
HF
2048
Halpern Financial
Virginia
– -$14.4K -368 Closed
TCWM
2049
Total Clarity Wealth Management
Illinois
– -$14K -349 Closed
TWP
2050
TFO Wealth Partners
Ohio
– -$13K -332 Closed
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