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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 %
RIL
901
Rothschild Investment LLC
Illinois
$1.63M +$32.8K +676 +2%
Assenagon Asset Management
902
Assenagon Asset Management
Luxembourg
$1.63M -$43.9K -905 -3%
LF
903
Lee Financial
Texas
$1.61M +$4.12K +85 +0.3%
VFA
904
Voya Financial Advisors
Connecticut
$1.61M +$378K +7,548 +31%
FFS
905
Founders Financial Securities
Maryland
$1.61M -$27.5K -568 -2%
LI
906
LMCG Investments
Massachusetts
$1.6M +$1.6M +33,063 New
PFG
907
Peterson Financial Group
Iowa
$1.6M +$60.2K +1,243 +4%
FMAEN1
908
Fund Management at Engine No 1
California
$1.59M +$1.59M +32,893 New
CPM
909
Connective Portfolio Management
New York
$1.58M +$738K +15,000 +87%
S
910
SignatureFD
Georgia
$1.58M +$6.16K +127 +0.4%
BCV
911
Banque Cantonale Vaudoise
Switzerland
$1.58M +$77.6K +1,600 +5%
DPIM
912
Duff & Phelps Investment Management
Illinois
$1.58M -$96.9K -2,000 -6%
IVP
913
Intrinsic Value Partners
Arizona
$1.58M -$23.7K -490 -1%
GC
914
Grimes & Company
Massachusetts
$1.58M – – –
OFS
915
Oldfather Financial Services
Nebraska
$1.58M – – –
RWA
916
Roberts Wealth Advisors
California
$1.58M +$11.6K +239 +0.7%
ACM
917
AlphaStar Capital Management
North Carolina
$1.57M +$105K +2,171 +7%
QCM
918
Quantinno Capital Management
New York
$1.57M +$334K +6,890 +27%
ER
919
Enlightenment Research
Florida
$1.57M +$1.57M +32,300 New
SCM
920
Sterneck Capital Management
Missouri
$1.56M -$7.41K -153 -0.5%
SACTSONJ
921
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.56M – – –
IWC
922
Integrated Wealth Concepts
Massachusetts
$1.56M +$35.8K +738 +2%
EAM
923
Erste Asset Management
Austria
$1.56M +$432K +8,614 +38%
SWM
924
SeaCrest Wealth Management
New York
$1.56M +$152K +3,135 +11%
SIM
925
Sentry Investment Management
Wisconsin
$1.55M +$852K +17,575 +121%
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37
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