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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 %
CI
826
Conning Inc
Connecticut
$1.99M -$229K -4,720 -10%
SWM
827
Spire Wealth Management
Virginia
$1.99M -$370K -7,624 -16%
FG
828
Fiduciary Group
Georgia
$1.98M -$1.09M -25,595 -35%
SFI
829
Siemens Fonds Invest
Germany
$1.98M -$2.06M -42,573 -51%
HBWM
830
Hollow Brook Wealth Management
New York
$1.97M -$10.1K -209 -0.5%
TSWM
831
Triangle Securities Wealth Management
North Carolina
$1.97M -$132K -2,726 -6%
MWP
832
Meridian Wealth Partners
Pennsylvania
$1.96M -$26.9K -556 -1%
CS
833
Cannell & Spears
New York
$1.96M – – –
SIM
834
Sterling Investment Management
Arizona
$1.95M -$99.5K -2,054 -5%
DMBA
835
Deseret Mutual Benefit Administrators
Utah
$1.95M -$583K -12,025 -23%
EHC
836
Everett Harris & Co
California
$1.95M -$4.85K -100 -0.2%
GI
837
GS Investments
Minnesota
$1.94M – – –
CICI
838
Capital Investment Counsel Inc
North Carolina
$1.94M -$480K -9,900 -20%
ANI
839
American National Insurance
Texas
$1.94M -$321K -6,635 -14%
OPS
840
Orion Portfolio Solutions
Nebraska
$1.94M -$36.9K -762 -2%
HA
841
Heartland Advisors
Wisconsin
$1.94M +$31.8K +657 +2%
FAIM
842
Financial Advocates Investment Management
Washington
$1.93M +$1.38M +28,555 +253%
NRS
843
Neville Rodie & Shaw
New York
$1.93M – – –
CWM
844
Chemistry Wealth Management
New York
$1.92M +$1.92M +39,662 New
AWE
845
Avidian Wealth Enterprises
Texas
$1.92M +$270K +5,562 +16%
OCM
846
One Capital Management
California
$1.92M -$3.39K -70 -0.2%
EWM
847
Evercore Wealth Management
New York
$1.91M -$141K -2,899 -7%
CL
848
CPWM LLC
Washington
$1.91M +$6.06K +125 +0.3%
ERIC
849
Eagle Rock Investment Company
Georgia
$1.9M -$2.33M -48,082 -55%
JFGIW
850
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.9M +$1.57M +32,473 +479%
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