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Wells Fargo
WFC

Overview Fund Activity

2,129 hedge funds and large institutions have $155B invested in Wells Fargo in 2022 Q1 according to their latest regulatory filings, with 195 funds opening new positions, 826 increasing their positions, 814 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,129
Holders Change
+68
Holders Change %
+3.3%
% of All Funds
33.69%
Holding in Top 10
83
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.78%
% of All Funds
1.31%
New
195
Increased
826
Reduced
814
Closed
104
Calls
$2.9B
Puts
$4.02B
Net Calls
-$1.13B
Net Calls Change
+$72.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.11B
2
Marshall Wace
Marshall Wace
United Kingdom
+$435M
3
Renaissance Technologies
Renaissance Technologies
New York
+$381M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$346M
5
Deutsche Bank
Deutsche Bank
Germany
+$261M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.74B
2
Dodge & Cox
Dodge & Cox
California
-$464M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$396M
4
Morgan Stanley
Morgan Stanley
New York
-$367M
5
Barclays
Barclays
United Kingdom
-$339M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
476
Beacon Financial Group
Texas
$7.11M +$349K +7,064 +5%
BBVA
477
Banco Bilbao Vizcaya Argentaria
Spain
$7.03M +$2.06M +42,003 +41%
ACL
478
Azora Capital LP
Florida
$6.95M +$6.95M +143,507 New
PHK
479
Point72 Hong Kong
Hong Kong
$6.86M +$1.1M +22,666 +19%
NAM
480
NorthCrest Asset Manangement
Minnesota
$6.79M +$778K +16,060 +13%
FFA
481
Fragasso Financial Advisors
Pennsylvania
$6.75M -$438K -9,046 -6%
OC
482
Optimas Capital
Hong Kong
$6.74M +$5.71M +117,875 +558%
ECM
483
Estabrook Capital Management
New York
$6.72M -$112K -2,305 -2%
BTWM
484
Baker Tilly Wealth Management
Wisconsin
$6.72M +$6.88K +142 +0.1%
RGI
485
River Global Investors
United Kingdom
$6.68M -$540K -11,138 -7%
MA
486
Montag & Associates
Georgia
$6.68M -$454K -9,363 -6%
AI
487
Atria Investments
North Carolina
$6.63M +$802K +16,546 +14%
PIM
488
Perpetual Investment Management
Australia
$6.62M +$126K +2,596 +2%
IPAM
489
ICICI Prudential Asset Management
India
$6.59M -$806K -16,082 -11%
BG
490
Bahl & Gaynor
Ohio
$6.57M -$595K -12,285 -8%
CM
491
Castleark Management
Illinois
$6.53M – – –
DWM
492
Dorchester Wealth Management
Quebec, Canada
$6.5M -$77.3K -1,277 -1%
KIG
493
Kessler Investment Group
Indiana
$6.47M +$59.9K +1,237 +0.9%
WT
494
Whittier Trust
California
$6.47M -$2.13K -44 -0%
BCM
495
Blume Capital Management
California
$6.43M -$310K -6,391 -5%
AIP
496
Ameritas Investment Partners
Nebraska
$6.43M -$82K -1,692 -1%
GCM
497
Gibraltar Capital Management
Oklahoma
$6.41M -$164K -3,384 -2%
TI
498
tru Independence
Oregon
$6.37M +$602K +12,426 +10%
GQG Partners
499
GQG Partners
Florida
$6.36M +$6.36M +131,343 New
MFG
500
Monte Financial Group
Connecticut
$6.35M -$69.7K -1,439 -1%
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