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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 %
GW
2151
GW & Wade
Massachusetts
– -$206K -4,256 Closed
SCG
2152
Sonata Capital Group
Washington
– -$206K -4,250 Closed
CWM
2153
Cordatus Wealth Management
Pennsylvania
– -$206K -4,248 Closed
MFA
2154
Mayflower Financial Advisors
Massachusetts
– -$206K -4,245 Closed
APG
2155
Abacus Planning Group
South Carolina
– -$205K -4,235 Closed
FAB
2156
First American Bank
Illinois
– -$205K -4,235 Closed
IIC
2157
Integrated Investment Consultants
Michigan
– -$205K -4,234 Closed
SWM
2158
Segment Wealth Management
Texas
– -$205K -4,231 Closed
MWM
2159
MinichMacGregor Wealth Management
New York
– -$204K -4,227 Closed
AMC
2160
Asset Management Corp
Illinois
– -$204K -4,212 Closed
GAM
2161
Gould Asset Management
California
– -$204K -4,212 Closed
PAM
2162
Premier Asset Management
Illinois
– -$204K -4,202 Closed
IF
2163
Integrity Financial
Wyoming
– -$202K -4,160 Closed
RCA
2164
Resonant Capital Advisors
Wisconsin
– -$202K -4,152 Closed
NCMW
2165
Northern Capital Management (Washington)
Washington
– -$201K -4,143 Closed
MAG
2166
Mokosak Advisory Group
Iowa
– -$200K -4,106 Closed
BFC
2167
Bedel Financial Consulting
Indiana
– -$195K -4,020 Closed
ADL
2168
Asset Dedication LLC
California
– -$159K -3,231 Closed
FAG
2169
Fortitude Advisory Group
Washington
– -$150K -3,090 Closed
CIR
2170
Clear Investment Research
Georgia
– -$132K -2,734 Closed
SFO
2171
Standard Family Office
South Dakota
– -$99K -2,035 Closed
FFA
2172
Freedman Financial Associates
Massachusetts
– -$81K -1,664 Closed
PAG
2173
Paladin Advisory Group
Iowa
– -$76K -1,578 Closed
FAM
2174
Fred Alger Management
New York
– -$60K -1,244 Closed
T
2175
TCWP
Ohio
– -$55K -1,144 Closed
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