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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 %
NC
601
Naman Capital
Brazil
$4.36M – – –
CWM
602
Concentric Wealth Management
California
$4.36M -$45.6K -940 -1%
GGHC
603
Gilder Gagnon Howe & Co
New York
$4.36M +$4.36M +89,873 New
Cerity Partners
604
Cerity Partners
New York
$4.35M +$4.07M +84,031 +1,454%
NC
605
NBW Capital
Massachusetts
$4.33M +$4.33M +89,353 New
DCM
606
Dupont Capital Management
Delaware
$4.31M +$2.83M +58,328 +191%
JWM
607
Jupiter Wealth Management
Colorado
$4.29M – – –
GFA
608
Gifford Fong Associates
California
$4.27M – – –
SPC
609
Sigma Planning Corp
Michigan
$4.23M +$282K +5,810 +7%
RA
610
RFG Advisory
Alabama
$4.21M +$28.5K +588 +0.7%
TCM
611
Twin Capital Management
Pennsylvania
$4.21M +$855K +17,633 +25%
LFAS
612
Level Four Advisory Services
Texas
$4.2M +$147K +3,042 +4%
WDC
613
Woodward Diversified Capital
California
$4.2M -$31.8K -656 -0.8%
UAM
614
Unison Asset Management
Florida
$4.19M – – –
WAS
615
Wesleyan Assurance Society
United Kingdom
$4.19M – – –
RFC
616
Regions Financial Corp
Alabama
$4.14M +$590K +12,168 +17%
GIM
617
Goelzer Investment Management
Indiana
$4.13M -$372K -7,683 -8%
PAA
618
Peregrine Asset Advisers
Oregon
$4.1M -$15.6K -322 -0.4%
PGFC
619
Peapack-Gladstone Financial Corp
New Jersey
$4.09M -$1.14M -23,563 -22%
BBHC
620
Brown Brothers Harriman & Co
New York
$4.07M +$5.52K +114 +0.1%
PB
621
Pinnacle Bancorp
Nebraska
$4.05M +$12.5K +258 +0.3%
APA
622
American Portfolios Advisors
New York
$4.02M +$60.5K +1,248 +2%
CIC
623
Cornercap Investment Counsel
Georgia
$4.01M +$469K +9,686 +13%
KIA
624
KCM Investment Advisors
California
$3.97M -$232K -4,792 -6%
BIP
625
Bouvel Investment Partners
Pennsylvania
$3.95M +$143K +2,956 +4%
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