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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 %
CWM
1151
C2C Wealth Management
Arizona
$890K -$26.5K -544 -3%
FHA
1152
First Horizon Advisors
Tennessee
$886K -$422K -8,706 -32%
PCP
1153
Proficio Capital Partners
Massachusetts
$879K +$395K +8,140 +81%
ROTUOC
1154
Regents of the University of California
California
$877K – – –
QC
1155
Quadrature Capital
United Kingdom
$876K +$876K +18,076 New
CTC
1156
Central Trust Company
Missouri
$874K +$103K +2,130 +13%
Q
1157
QVR
California
$874K +$874K +18,042 New
BOC
1158
Barbara Oil Co
Illinois
$872K – – –
AIC
1159
Argus Investors Counsel
New York
$870K +$870K +17,963 New
CIP
1160
Convergence Investment Partners
Florida
$868K +$22.2K +459 +3%
SG
1161
Swarthmore Group
Pennsylvania
$865K -$120K -2,476 -12%
DWA
1162
Douglass Winthrop Advisors
New York
$864K – – –
SFG
1163
Summit Financial Group
West Virginia
$862K – – –
PP
1164
Paloma Partners
Connecticut
$860K -$2.68M -55,190 -76%
NCM
1165
Novare Capital Management
North Carolina
$860K +$579K +11,955 +206%
AFA
1166
Abacus FCF Advisors
Florida
$859K +$859K +17,716 New
MCM
1167
Manchester Capital Management
Vermont
$857K +$21.9K +453 +3%
BA
1168
Bristlecone Advisors
Washington
$857K +$61.1K +1,261 +8%
RG
1169
Rathbones Group
United Kingdom
$851K – – –
NIC
1170
Northwest Investment Counselors
Oregon
$851K – – –
TCPWM
1171
Traverso Chambers Private Wealth Management
California
$850K +$10.2K +211 +1%
NIM
1172
Northeast Investment Management
Massachusetts
$849K +$133K +2,738 +19%
HBT
1173
Heartland Bank & Trust
Illinois
$846K -$203K -4,185 -19%
LCP
1174
Legacy Capital Partners
Wisconsin
$843K +$4.85K +100 +0.6%
PFM
1175
Parsec Financial Management
North Carolina
$841K +$94.6K +1,952 +13%
45 46
47
48 49