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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 %
DDC
726
DF Dent & Co
Maryland
$2.83M +$485K +10,000 +21%
LNWWM
727
Laird Norton Wetherby Wealth Management
California
$2.82M +$231K +4,772 +9%
ACM
728
Argyle Capital Management
Pennsylvania
$2.81M -$144K -2,967 -5%
CAM
729
Cresset Asset Management
Illinois
$2.78M -$134K -2,758 -5%
SCM
730
Schnieders Capital Management
California
$2.78M +$193K +3,984 +7%
WPA
731
Winning Points Advisors
Florida
$2.77M +$558K +11,486 +25%
HTC
732
Haverford Trust Company
Pennsylvania
$2.76M +$475K +9,797 +21%
IAS
733
IMA Advisory Services
Colorado
$2.75M +$1.73M +35,763 +171%
CA
734
Continental Advisors
Utah
$2.73M -$1.31M -27,000 -32%
LDB
735
Lee, Danner & Bass
Tennessee
$2.73M +$60.8K +1,255 +2%
SCM
736
SOL Capital Management
Maryland
$2.72M -$193K -3,985 -7%
RMC
737
Resources Management Corp
Connecticut
$2.72M -$40K -825 -1%
APC
738
Aristotle Pacific Capital
California
$2.71M – – –
HI
739
Horizon Investments
North Carolina
$2.71M +$240K +4,987 +10%
MYAM
740
Meiji Yasuda Asset Management
Japan
$2.7M -$461K -9,515 -15%
VFA
741
Valeo Financial Advisors
Indiana
$2.68M +$34.6K +714 +1%
AWM
742
Avior Wealth Management
Nebraska
$2.68M -$306K -6,326 -10%
HPC
743
HM Payson & Co
Maine
$2.67M -$37.2K -768 -1%
CS
744
Capital Square
Tennessee
$2.66M -$136K -2,798 -5%
WKWM
745
Walter & Keenan Wealth Management
Indiana
$2.64M – – –
BAM
746
Belpointe Asset Management
Nevada
$2.64M +$131K +2,696 +5%
RVM
747
Robinson Value Management
Texas
$2.64M -$56.9K -1,175 -2%
HWM
748
HighMark Wealth Management
Minnesota
$2.63M +$872 +18 +0%
APF
749
Alaska Permanent Fund
Alaska
$2.63M – – –
VCA
750
Verdence Capital Advisors
Maryland
$2.62M +$589K +12,162 +29%
28 29
30
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