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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 %
VIG
576
Vienna Insurance Group
Poland
$4.82M – – –
PBT
577
Pictet Bank & Trust
Bahamas
$4.76M -$117K -2,405 -2%
SFA
578
Semmax Financial Advisors
North Carolina
$4.75M +$268K +5,540 +6%
SCM
579
Shelton Capital Management
Colorado
$4.74M -$2.35M -48,597 -33%
AC
580
Asio Capital
Kentucky
$4.73M +$279K +5,760 +6%
SAM
581
Sompo Asset Management
Japan
$4.71M -$315K -6,510 -6%
BIG
582
Boothe Investment Group
Delaware
$4.7M -$3.16M -64,811 -40%
WS
583
Wedbush Securities
California
$4.65M +$21.7K +447 +0.5%
AP
584
Advisor Partners
California
$4.63M +$419K +8,642 +10%
LFCM
585
Long Focus Capital Management
Puerto Rico
$4.6M – – –
MIFH
586
Migdal Insurance & Financial Holdings
Israel
$4.56M +$403K +8,263 +10%
BCM
587
Brookmont Capital Management
Texas
$4.53M -$34.8K -719 -0.8%
CCM
588
Covington Capital Management
California
$4.53M -$1.16M -23,956 -20%
BCM
589
BTC Capital Management
Iowa
$4.52M +$4.52M +93,132 New
WP
590
WealthPLAN Partners
Nebraska
$4.49M -$7.94M -181,874 -64%
WIM
591
WealthPlan Investment Management
Nebraska
$4.49M +$4.49M +102,857 New
ECM
592
Elgethun Capital Management
South Dakota
$4.48M +$105K +2,157 +2%
FT
593
Fiduciary Trust
Massachusetts
$4.45M -$153K -3,160 -3%
WFC
594
Western Financial Corp
California
$4.44M +$2.91K +60 +0.1%
GWM
595
Geneos Wealth Management
Colorado
$4.42M -$3.99M -82,376 -47%
PI
596
Putnam Investments
Massachusetts
$4.42M +$3.6M +74,350 +441%
IAA
597
Independent Advisor Alliance
North Carolina
$4.42M +$1.71M +35,388 +63%
KWM
598
Kingsview Wealth Management
Oregon
$4.42M +$483K +9,973 +12%
CK
599
Cohen Klingenstein
New York
$4.41M – – –
OLA
600
Oliver Luxxe Assets
New Jersey
$4.37M +$21.7K +447 +0.5%
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