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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 %
TPWA
1026
TRUE Private Wealth Advisors
Oregon
$1.18M -$3.68K -80 -0.3%
HH
1027
Hilltop Holdings
Texas
$1.18M +$532K +10,984 +83%
QCIG
1028
Quad-Cities Investment Group
Iowa
$1.17M +$48 +1 +0%
CC
1029
Courier Capital
New York
$1.17M +$109K +2,258 +10%
NB
1030
Nicolet Bankshares
Wisconsin
$1.17M – – –
LWANC
1031
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.17M -$9.69K -200 -0.8%
CA
1032
Claris Advisors
Missouri
$1.17M -$353K -7,292 -23%
HCM
1033
Hutchinson Capital Management
California
$1.17M -$9.45K -195 -0.8%
JWM
1034
Jeppson Wealth Management
California
$1.17M +$2.91K +60 +0.2%
HJMC
1035
Hellman Jordan Management Company
Massachusetts
$1.16M +$1.16M +23,900 New
RCAG
1036
Rehmann Capital Advisory Group
Michigan
$1.15M +$51K +1,053 +5%
BAAM
1037
Baker Avenue Asset Management
California
$1.15M +$1.15M +23,666 New
NEI
1038
Northwest & Ethical Investments
Ontario, Canada
$1.15M -$58.9K -1,215 -5%
BNP Paribas Asset Management
1039
BNP Paribas Asset Management
France
$1.13M -$2.2M -45,475 -66%
ACA
1040
Atlas Capital Advisors
Wyoming
$1.13M +$4.75K +98 +0.4%
SWA
1041
Stratos Wealth Advisors
Ohio
$1.13M -$231K -4,769 -17%
NL
1042
NVWM LLC
Pennsylvania
$1.12M -$267K -5,514 -19%
CCM
1043
Compton Capital Management
Rhode Island
$1.12M -$4.85K -100 -0.4%
FWCM
1044
Ferguson Wellman Capital Management
Oregon
$1.12M +$18.6K +383 +2%
MCM
1045
Mengis Capital Management
Oregon
$1.12M +$69.5K +1,434 +7%
LWCFA
1046
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.12M -$45.3K -934 -4%
GVAG
1047
Great Valley Advisor Group
Delaware
$1.12M +$642K +13,248 +134%
EH
1048
Equitable Holdings
New York
$1.12M +$164K +3,376 +17%
CCM
1049
Carlson Capital Management
Minnesota
$1.12M +$5.86K +121 +0.5%
FPCP
1050
Fort Point Capital Partners
California
$1.11M -$12.7K -262 -1%
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