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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 %
CAG
701
Crestwood Advisors Group
Massachusetts
$3.05M -$26.6K -549 -0.9%
YIA
702
YHB Investment Advisors
Connecticut
$3.04M -$904K -18,653 -23%
SCM
703
Stevens Capital Management
Pennsylvania
$3.04M +$858K +17,709 +39%
SAM
704
Sabadell Asset Management
Spain
$3.03M -$8.18M -171,306 -73%
CIA
705
Capital Investment Advisors
Georgia
$3.01M -$19.1K -394 -0.6%
BL
706
Balentine LLC
Georgia
$3.01M +$1.73M +35,724 +135%
IRF
707
IBM Retirement Fund
New York
$3.01M -$221K -4,555 -7%
MIH
708
Meitav Investment House
Israel
$3M +$132K +2,683 +5%
ACP
709
Ashfield Capital Partners
California
$2.99M -$177K -3,656 -6%
WJWM
710
Williams Jones Wealth Management
New York
$2.99M +$110K +2,267 +4%
TNA
711
True North Advisors
Texas
$2.98M -$6.59K -136 -0.2%
PTCG
712
Pring Turner Capital Group
California
$2.97M +$146K +3,022 +5%
SP
713
SWS Partners
Ohio
$2.97M -$117K -2,407 -4%
IA
714
IFP Advisors
Florida
$2.96M +$57.7K +1,186 +2%
BC
715
Burleson & Co
California
$2.96M +$2.42K +50 +0.1%
SCA
716
Stonebridge Capital Advisors
Minnesota
$2.93M -$76.8K -1,586 -3%
RSWM
717
Robertson Stephens Wealth Management
California
$2.92M +$1.42M +29,289 +94%
WG
718
Winton Group
United Kingdom
$2.91M +$1.34M +27,679 +85%
AFM
719
Anson Funds Management
Texas
$2.91M +$969K +20,000 +50%
PCTC
720
Perkins Coie Trust Company
Washington
$2.9M +$145K +2,988 +5%
FFN
721
Focus Financial Network
Minnesota
$2.89M -$3.8M -78,400 -57%
SBH
722
Segall Bryant & Hamill
Illinois
$2.89M -$39.5K -816 -1%
CCB
723
Country Club Bank
Missouri
$2.88M +$2.88M +57,480 New
MSS
724
Mitchell Sinkler & Starr
Pennsylvania
$2.88M – – –
AWM
725
Altium Wealth Management
New York
$2.85M +$338K +6,969 +13%
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