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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 %
VNIM
676
Vaughan Nelson Investment Management
Texas
$3.29M +$271K +5,600 +9%
CA
677
Cetera Advisors
Colorado
$3.29M +$387K +7,995 +13%
CSC
678
Cove Street Capital
California
$3.29M -$150K -3,100 -4%
MGP
679
Metis Global Partners
California
$3.23M +$1.3M +26,807 +67%
TSS
680
Two Sigma Securities
New York
$3.21M +$1.9M +39,287 +146%
V
681
Veritable
Delaware
$3.2M -$148K -3,061 -4%
PFM
682
Patton Fund Management
Texas
$3.18M +$1.76M +36,406 +125%
USCWA
683
U.S. Capital Wealth Advisors
Texas
$3.18M -$20.4K -422 -0.6%
HAI
684
Hennessy Advisors Inc
California
$3.17M -$218K -4,500 -6%
PAM
685
Private Asset Management
California
$3.16M -$290K -5,981 -8%
LBC
686
Lowe Brockenbrough & Co
Virginia
$3.14M – – –
MIAN
687
Mariner Independent Advisor Network
Kansas
$3.14M +$1.16M +22,701 +58%
MCM
688
MAI Capital Management
Ohio
$3.14M -$62.4K -1,288 -2%
BAMF
689
BI Asset Management Fondsmaeglerselskab
Denmark
$3.14M +$2.02M +41,688 +181%
FP
690
Factorial Partners
New York
$3.13M -$1.42M -29,300 -31%
CA
691
Clearstead Advisors
Ohio
$3.13M +$193K +3,977 +7%
PPW
692
Parcion Private Wealth
Washington
$3.12M -$163K -3,387 -5%
WB
693
WesBanco Bank
West Virginia
$3.11M -$188K -3,889 -6%
CBB
694
Citizens Business Bank
California
$3.1M -$325K -6,714 -9%
PRS
695
Pinkerton Retirement Specialists
Idaho
$3.09M +$106K +2,185 +4%
HNB
696
Huntington National Bank
Ohio
$3.07M +$3.2K +66 +0.1%
SJL
697
Shayne & Jacobs LLC
Tennessee
$3.07M – – –
CWM
698
Circle Wealth Management
New Jersey
$3.07M +$1.51M +31,319 +97%
TCM
699
Teza Capital Management
Illinois
$3.07M -$1.2M -24,674 -28%
LGF
700
LGT Group Foundation
Liechtenstein
$3.06M +$33.5K +687 +1%
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