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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 %
AA
926
AF Advisors
California
$1.55M -$145K -3,000 -9%
KOC
927
Koss-Olinger Consulting
Florida
$1.55M +$2.42K +50 +0.2%
RIM
928
Reynolds Investment Management
South Carolina
$1.54M +$1.54M +31,786 New
SLWA
929
San Luis Wealth Advisors
California
$1.53M +$1.53M +31,923 New
TNB
930
Thomasville National Bank
Georgia
$1.52M -$2.66K -55 -0.2%
VVP
931
Venture Visionary Partners
Ohio
$1.52M +$13.8K +285 +0.9%
PA
932
Parallel Advisors
California
$1.5M -$13.6K -271 -0.9%
WTC
933
WhitTier Trust Company
Nevada
$1.5M -$30.2K -624 -2%
PFO
934
Pathstone Family Office
New Jersey
$1.5M +$135K +2,545 +10%
PAS
935
Park Avenue Securities
New York
$1.5M +$324K +6,679 +27%
CCP
936
Cunning Capital Partners
North Carolina
$1.5M +$1.5M +31,000 New
OQS
937
Occudo Quantitative Strategies
Florida
$1.5M +$1.5M +30,890 New
SSI
938
Scott & Selber Inc
Texas
$1.49M -$17.9K -369 -1%
PAM
939
Palisade Asset Management
Minnesota
$1.49M -$9.69K -200 -0.6%
CCM
940
Coldstream Capital Management
Washington
$1.49M -$156K -3,226 -10%
WGAM
941
Wilkinson Global Asset Management
New York
$1.47M -$9.69K -200 -0.7%
AL
942
Aspiriant LLC
California
$1.47M +$231K +4,768 +19%
MIC
943
Meridian Investment Counsel
California
$1.47M -$11.2K -232 -0.8%
MAM
944
Mystic Asset Management
Rhode Island
$1.47M +$19.4K +400 +1%
H
945
HoyleCohen
California
$1.46M -$25.4K -523 -2%
SWM
946
Shelton Wealth Management
Texas
$1.45M +$78.9K +1,628 +6%
SIG
947
Stonegate Investment Group
Alabama
$1.45M +$2.18K +45 +0.2%
PAM
948
Peak Asset Management
Colorado
$1.45M +$28.7K +592 +2%
CIA
949
Citadel Investment Advisory
Ohio
$1.44M -$19.8K -409 -1%
BHB
950
Bank Hapoalim BM
Israel
$1.44M -$118K -2,434 -8%
36 37
38
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