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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 %
MAM
801
Meeder Asset Management
Ohio
$2.24M -$2.64M -54,421 -54%
UHC
802
Union Heritage Capital
Michigan
$2.23M – – –
LWAC
803
Laurel Wealth Advisors (California)
California
$2.23M +$99.2K +2,047 +5%
BFIM
804
Beese Fulmer Investment Management
Ohio
$2.2M +$436 +9 +0%
RHAM
805
Round Hill Asset Management
California
$2.2M – – –
PBC
806
Pavion Blue Capital
California
$2.19M -$18.1K -374 -0.8%
DBT
807
Dubuque Bank & Trust
Iowa
$2.18M – – –
SLI
808
Sumitomo Life Insurance
Japan
$2.16M -$37K -764 -2%
APP
809
Avantax Planning Partners
Iowa
$2.15M -$116K -2,393 -5%
EIM
810
Essex Investment Management
Massachusetts
$2.15M -$277K -5,723 -11%
DT
811
Diversified Trust
Tennessee
$2.15M +$235K +4,846 +12%
SA
812
SRH Advisors
Kansas
$2.14M -$5.23K -108 -0.2%
LNC
813
Lincoln National Corp
Pennsylvania
$2.14M +$98.6K +2,034 +5%
TMAM
814
Tokio Marine Asset Management
Japan
$2.12M +$169K +3,486 +9%
CWS
815
Cypress Wealth Services
California
$2.1M +$78.9K +1,629 +4%
FSA
816
Franklin Street Advisors
North Carolina
$2.09M +$30.4K +628 +1%
ED
817
Exane Derivatives
France
$2.08M +$2.08M +42,872 New
OIA
818
OneDigital Investment Advisors
Kansas
$2.08M +$102K +2,113 +5%
HT
819
HAP Trading
New York
$2.06M -$24.4M -503,638 -92%
MAP
820
Moody Aldrich Partners
Massachusetts
$2.04M – – –
TAM
821
Trust Asset Management
Texas
$2.03M +$7.56K +156 +0.4%
CIA
822
Cohen Investment Advisors
New Hampshire
$2.01M +$2.42K +50 +0.1%
NB
823
NBT Bank
New York
$2.01M -$43.1K -890 -2%
UAS
824
United Asset Strategies
New York
$2M +$20.9K +431 +1%
KLCM
825
KG&L Capital Management
Louisiana
$2M -$248K -5,126 -11%
31 32
33
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