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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 %
DLG
1001
Daniel L. Goodwin
$1.25M +$4.85K +100 +0.4%
ECM
1002
Evergreen Capital Management
Washington
$1.24M +$121K +2,490 +11%
PWG
1003
Private Wealth Group
Florida
$1.24M +$1.24M +25,612 New
CG
1004
Colony Group
Massachusetts
$1.24M +$264K +5,448 +27%
AT
1005
Arden Trust
Delaware
$1.24M -$182K -3,760 -13%
SS
1006
Sunbelt Securities
Texas
$1.23M -$267K -5,333 -18%
CA
1007
Cullinan Associates
Kentucky
$1.23M +$458K +9,455 +60%
FNBSF
1008
First National Bank Sioux Falls
South Dakota
$1.22M – – –
CNBTD
1009
Citizens National Bank Trust Department
Mississippi
$1.22M -$1.18K -27 -0.1%
CF
1010
Centaurus Financial
California
$1.22M -$25.9K -534 -2%
SCC
1011
Steel Canyon Capital
Arizona
$1.21M -$4.7M -96,944 -79%
BMM
1012
Buffington Mohr McNeal
Idaho
$1.21M – – –
CW
1013
CreativeOne Wealth
Kansas
$1.21M +$267K +5,503 +28%
CA
1014
Cumberland Advisors
Florida
$1.2M +$118K +2,438 +11%
SC
1015
Sawyer & Company
Massachusetts
$1.2M -$200K -4,125 -14%
GC
1016
GFG Capital
Florida
$1.19M +$6.74K +139 +0.6%
SBIA
1017
Sheaff Brock Investment Advisors
Indiana
$1.19M +$63.3K +1,306 +6%
SIA
1018
Soltis Investment Advisors
Utah
$1.19M +$357K +7,375 +43%
BB
1019
Busey Bank
Illinois
$1.19M +$14.5K +300 +1%
BCM
1020
Boltwood Capital Management
California
$1.19M -$13.6K -280 -1%
IA
1021
Insight Advisors
Pennsylvania
$1.19M +$1.79K +37 +0.2%
CC
1022
Cadinha & Co
Hawaii
$1.19M – – –
TAM
1023
Tealwood Asset Management
Minnesota
$1.18M +$5.09K +105 +0.4%
LSAG
1024
Lake Street Advisors Group
New Hampshire
$1.18M +$119K +2,452 +11%
MC
1025
Martin & Co
Tennessee
$1.18M -$104K -2,152 -8%
39 40
41
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