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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 %
CAG
1101
Csenge Advisory Group
Florida
$1M +$71.4K +1,472 +8%
ACS
1102
Archford Capital Strategies
Illinois
$1M +$186K +3,862 +23%
AC
1103
Apella Capital
Connecticut
$1M +$1M +20,680 New
IRC
1104
Investors Research Corp
Georgia
$1M – – –
CT
1105
Cambridge Trust
Massachusetts
$999K -$38.7K -799 -4%
ICG
1106
InterOcean Capital Group
Tennessee
$996K +$85.3K +1,759 +9%
AWMT
1107
AAFMAA Wealth Management & Trust
North Carolina
$995K – – –
LI
1108
Lafayette Investments
Maryland
$991K -$1.9M -39,265 -66%
PFSC
1109
Peoples Financial Services Corp
Pennsylvania
$989K -$71.4K -1,474 -7%
CPIG
1110
Chicago Partners Investment Group
Illinois
$983K -$140K -3,316 -12%
MGIA
1111
Moneta Group Investment Advisors
Missouri
$983K -$11.8K -244 -1%
LIA
1112
LS Investment Advisors
Michigan
$980K – – –
SB
1113
Simmons Bank
Arkansas
$970K -$9.69K -200 -1%
HA
1114
Harbor Advisors
Florida
$969K – – –
CFAM
1115
Coury Firm Asset Management
Pennsylvania
$969K – – –
NEWAS
1116
N.E.W. Advisory Services
Wisconsin
$969K +$94.3K +2,415 +11%
EP
1117
Edgestream Partners
New Jersey
$968K -$3M -61,943 -76%
TBA
1118
Tower Bridge Advisors
Pennsylvania
$967K -$38.8K -800 -4%
QAM
1119
Q3 Asset Management
Michigan
$966K +$966K +19,995 New
FFG
1120
Fortem Financial Group
California
$960K +$404K +8,342 +73%
Legacy Financial Group (Iowa)
1121
Legacy Financial Group (Iowa)
Iowa
$958K +$958K +19,767 New
FMTC
1122
Farmers & Merchants Trust Company
California
$957K +$12.7K +263 +1%
FCAG
1123
First Capital Advisors Group
New Jersey
$956K -$134K -2,766 -12%
MMA
1124
Miracle Mile Advisors
California
$954K +$487K +10,055 +104%
FBT
1125
First Bank & Trust
South Dakota
$948K +$27.7K +572 +3%
43 44
45
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