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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 %
SQA
2126
Simon Quick Advisors
New Jersey
– -$225K -4,638 Closed
CTI
2127
Community Trust & Investment
Kentucky
– -$224K -4,619 Closed
FPIS
2128
Financial Planning & Information Services
Wisconsin
– -$222K -4,590 Closed
VFP
2129
Verus Financial Partners
Virginia
– -$222K -4,589 Closed
AWC
2130
Adamsbrown Wealth Consultants
Kansas
– -$222K -4,583 Closed
LF
2131
LifeSteps Financial
California
– -$222K -4,572 Closed
PSP
2132
Principal Street Partners
Tennessee
– -$220K -4,546 Closed
ZF
2133
Zhang Financial
Michigan
– -$218K -4,503 Closed
AA
2134
Apriem Advisors
California
– -$218K -4,500 Closed
ML
2135
McAdam LLC
Pennsylvania
– -$217K -4,482 Closed
WAAG
2136
Wealth Alliance Advisory Group
Kansas
– -$215K -4,433 Closed
RA
2137
Riversedge Advisors
Delaware
– -$214K -4,411 Closed
FW
2138
FirstPurpose Wealth
Utah
– -$212K -4,376 Closed
FWTB
2139
First Western Trust Bank
Colorado
– -$218K -4,356 Closed
BONST
2140
Bank of Nova Scotia Trust
Ontario, Canada
– -$211K -4,353 Closed
CPWMP
2141
Cardinal Point Wealth Management Partners
California
– -$211K -4,347 Closed
WCA
2142
Waypoint Capital Advisors
Minnesota
– -$209K -4,321 Closed
SFG
2143
StrategIQ Financial Group
Indiana
– -$208K -4,297 Closed
MCP
2144
Mirador Capital Partners
California
– -$208K -4,295 Closed
SMH
2145
Sanders Morris Harris
Texas
– -$208K -4,289 Closed
HT
2146
Heritage Trust
Oklahoma
– -$208K -4,285 Closed
FA
2147
Fermata Advisors
California
– -$208K -4,282 Closed
HWMG
2148
Hurlow Wealth Management Group
Indiana
– -$207K -4,280 Closed
MM
2149
MQS Management
New York
– -$207K -4,280 Closed
PP
2150
PDS Planning
Ohio
– -$207K -4,267 Closed
84 85
86
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