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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 %
BP
1176
Ballentine Partners
Massachusetts
$838K +$156K +3,211 +23%
Koshinski Asset Management
1177
Koshinski Asset Management
Illinois
$837K -$42.2K -871 -5%
LAS
1178
LWM Advisory Services
Florida
$834K -$18.6K -384 -2%
XF
1179
XML Financial
Maryland
$834K +$3.39K +70 +0.4%
CC
1180
Chicago Capital
Illinois
$832K -$18.2K -375 -2%
MHS
1181
M Holdings Securities
Oregon
$829K +$829K +17,098 New
RIA
1182
Richwood Investment Advisors
Ohio
$828K -$4.84K -100 -0.6%
DAS
1183
Dynamic Advisor Solutions
Arizona
$827K +$166K +3,430 +25%
AC
1184
Abbrea Capital
California
$824K +$22.3K +460 +3%
LF
1185
Lantz Financial
Illinois
$824K +$27.1K +560 +3%
IIA
1186
IPG Investment Advisors
California
$823K -$143K -2,958 -15%
CRC
1187
Curi RMB Capital
Illinois
$823K -$29.1K -600 -3%
CAM
1188
CenterStar Asset Management
Illinois
$823K -$2.03M – –
CIA
1189
Cladis Investment Advisory
Montana
$813K -$43.6K -900 -5%
MA
1190
Mutual Advisors
Nebraska
$812K -$86.3K -1,781 -10%
ALAM
1191
Asahi Life Asset Management
Japan
$811K -$44.6K -920 -5%
HCM
1192
Hutner Capital Management
Vermont
$811K – – –
VBFP
1193
Valtinson Bruner Financial Planning
Minnesota
$811K +$571K +12,304 +237%
GAG
1194
GM Advisory Group
New York
$810K +$2.23K +46 +0.3%
CIA
1195
Cascade Investment Advisors
Oregon
$809K +$795K +16,400 +5,467%
MCM
1196
Mainstay Capital Management
Michigan
$808K -$8.47K -175 -1%
MPAM
1197
Murphy Pohlad Asset Management
Minnesota
$798K -$10.2K -210 -1%
SFG
1198
Sather Financial Group
Texas
$796K +$796K +16,429 New
GPA
1199
Garrison Point Advisors
California
$794K – – –
NSAM
1200
North Star Asset Management
Wisconsin
$793K +$2.42K +50 +0.3%
46 47
48
49 50