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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 %
CAM
1126
Chou Associates Management
Ontario, Canada
$947K – – –
QP
1127
Quilter Plc
United Kingdom
$944K – – –
MMHP
1128
Murphy Middleton Hinkle & Parker
Georgia
$940K – – –
FB
1129
Fulton Bank
Pennsylvania
$939K +$11.1K +229 +1%
AA
1130
Argent Advisors
Louisiana
$935K +$1.11K +23 +0.1%
MMPW
1131
Mitchell McLeod Pugh & Williams
Alabama
$930K +$1.84K +38 +0.2%
GCM
1132
Glynn Capital Management
California
$929K – – –
TIM
1133
Triad Investment Management
California
$922K – – –
T
1134
TOBAM
France
$922K +$325K +6,700 +54%
PWLP
1135
Prio Wealth Limited Partnership
Massachusetts
$921K -$13.7K -282 -1%
CRWM
1136
Castle Rock Wealth Management
California
$920K +$48 +1 +0%
VIA
1137
Vident Investment Advisory
Georgia
$917K +$102K +2,115 +13%
LWIC
1138
Leith Wheeler Investment Counsel
British Columbia, Canada
$917K +$917K +18,933 New
EFS
1139
Essex Financial Services
Connecticut
$914K +$54.8K +1,130 +6%
FWM
1140
Frontier Wealth Management
Missouri
$912K -$345K -7,118 -27%
CIAS
1141
Capital Investment Advisory Services
North Carolina
$911K -$272K -5,617 -23%
FWM
1142
Foresight Wealth Management
Utah
$910K +$48 +1 +0%
PWP
1143
Pursue Wealth Partners
California
$907K -$5.28M -110,627 -85%
YWP
1144
YorkBridge Wealth Partners
New York
$906K +$133K +2,751 +17%
GT
1145
Glenview Trust
Kentucky
$905K +$191K +3,944 +27%
AI
1146
Accredited Investors
Minnesota
$902K -$121K -2,494 -12%
LCM
1147
Logan Capital Management
Pennsylvania
$901K +$8.62K +178 +1%
PWP
1148
Principle Wealth Partners
Connecticut
$900K -$43.1K -890 -5%
GIA
1149
GHP Investment Advisors
Colorado
$899K +$15.4K +317 +2%
AP
1150
Adero Partners
California
$894K +$91.1K +1,880 +11%
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