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

Top Sellers

1
State Street
State Street
Massachusetts
$6.31B
2
BlackRock
BlackRock
New York
$10.4B
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
$9.68M
4
Citadel Advisors
Citadel Advisors
Florida
$91.6M
5
Marshall Wace
Marshall Wace
United Kingdom
$297M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
2101
Middleton & Co
Massachusetts
– -$243K -5,005 Closed
MJP
2102
Michael J. Puzo
– -$242K -5,000 Closed
QFA
2103
Quattro Financial Advisors
Texas
– -$242K -5,000 Closed
WAS
2104
Wealth Advisory Solutions
Indiana
– -$242K -4,992 Closed
HKIM
2105
Hayek Kallen Investment Management
Alabama
– -$242K -4,985 Closed
FHC
2106
First Heartland Consultants
Missouri
– -$241K -4,983 Closed
MIA
2107
MMBG Investment Advisors
Florida
– -$241K -4,980 Closed
SSWM
2108
Smith Salley Wealth Management
North Carolina
– -$239K -4,938 Closed
LRIA
2109
Leonard Rickey Investment Advisors
Washington
– -$239K -4,938 Closed
CWM
2110
Chesapeake Wealth Management
Virginia
– -$239K -4,928 Closed
NICM
2111
Neo Ivy Capital Management
New York
– -$238K -4,918 Closed
LWM
2112
Laidlaw Wealth Management
New York
– -$237K -4,885 Closed
TWP
2113
Tempus Wealth Planning
California
– -$236K -4,873 Closed
UBV
2114
United Bank (Virginia)
Virginia
– -$234K -4,819 Closed
AAS
2115
Annex Advisory Services
Wisconsin
– -$233K -4,816 Closed
ACM
2116
Alta Capital Management
Utah
– -$232K -4,801 Closed
SIC
2117
Sigma Investment Counselors
Michigan
– -$231K -4,765 Closed
BCM
2118
Buckhead Capital Management
Georgia
– -$230K -4,750 Closed
PCMN
2119
Paradigm Capital Management (Nevada)
Nevada
– -$228K -4,707 Closed
VDI
2120
Vaughan David Investments
Illinois
– -$228K -4,706 Closed
SA
2121
Strategic Advisors
New York
– -$227K -4,700 Closed
RIM
2122
Reliant Investment Management
Tennessee
– -$227K -4,691 Closed
W
2123
Wealthquest
Ohio
– -$224K -4,678 Closed
SAMT
2124
Select Asset Management & Trust
Pennsylvania
– -$226K -4,661 Closed
KFC
2125
Klingenstein Fields & Co
New York
– -$226K -4,659 Closed
83 84
85
86 87