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Wells Fargo
WFC

Overview Fund Activity

1,982 hedge funds and large institutions have $108B invested in Wells Fargo in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 742 increasing their positions, 836 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,982
Holders Change
-147
Holders Change %
-6.9%
% of All Funds
33.51%
Holding in Top 10
70
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.66%
% of All Funds
1.18%
New
97
Increased
742
Reduced
836
Closed
215
Calls
$2.32B
Puts
$3.21B
Net Calls
-$890M
Net Calls Change
+$235M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$1.54B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.39B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.42B
4
Capital World Investors
4
Capital World Investors
California
$2.74B
5
Norges Bank
5
Norges Bank
Norway
$1.69B

Top Sellers

1
State Street
1
State Street
Massachusetts
$6.31B
2
BlackRock
2
BlackRock
New York
$10.4B
3
RCWMU
3
Rothschild & Co Wealth Management (UK)
United Kingdom
$9.68M
4
Citadel Advisors
4
Citadel Advisors
Florida
$91.6M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$297M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
2076
Calton & Associates
Florida
– -$302K -6,235 Closed
DU
2077
Delphia (USA)
Ontario, Canada
– -$297K -6,137 Closed
GG
2078
Greenwood Gearhart
Arkansas
– -$297K -6,128 Closed
GCP
2079
GSA Capital Partners
United Kingdom
– -$296K -6,106 Closed
FA
2080
Faithward Advisors
Pennsylvania
– -$287K -5,932 Closed
CWP
2081
Curated Wealth Partners
California
– -$272K -5,640 Closed
EWM
2082
Empirical Wealth Management
Washington
– -$273K -5,636 Closed
MPW
2083
Monterey Private Wealth
California
– -$275K -5,482 Closed
HPC
2084
Hobart Private Capital
North Carolina
– -$266K -5,481 Closed
PC
2085
Pecaut & Co
Iowa
– -$262K -5,400 Closed
SIC
2086
Samalin Investment Counsel
New York
– -$262K -5,399 Closed
OWA
2087
Octavia Wealth Advisors
Ohio
– -$254K -5,249 Closed
BFA
2088
Bill Few Associates
Pennsylvania
– -$251K -5,175 Closed
HAS
2089
HBW Advisory Services
California
– -$250K -5,161 Closed
NDSI
2090
Newman Dignan & Sheerar Inc
Rhode Island
– -$250 -5,141 Closed
WJA
2091
Willis Johnson & Associates
Texas
– -$249K -5,136 Closed
AMBIA
2092
Allen Mooney & Barnes Investment Advisors
Georgia
– -$248K -5,122 Closed
BHWM
2093
Bar Harbor Wealth Management
New Hampshire
– -$247K -5,108 Closed
CCM
2094
CTC Capital Management
Illinois
– -$247K -5,100 Closed
NWM
2095
Northcape Wealth Management
New York
– -$246K -5,084 Closed
DC
2096
Defender Capital
North Carolina
– -$246K -5,074 Closed
BWA
2097
Burt Wealth Advisors
Maryland
– -$246K -5,070 Closed
WEG
2098
World Equity Group
Illinois
– -$244K -5,030 Closed
PCA
2099
Pallas Capital Advisors
Massachusetts
– -$232K -5,013 Closed
LW
2100
Linscomb Wealth
Texas
– -$242K -5,005 Closed
82 83
84
85 86