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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 %
BFPW
1201
BOK Financial Private Wealth
Colorado
$788K +$160K +3,293 +25%
KMWM
1202
Keudell/Morrison Wealth Management
Oregon
$786K -$3.59K -74 -0.5%
SW
1203
SteelPeak Wealth
California
$785K +$68.7K +1,417 +10%
SVWAG
1204
Sound View Wealth Advisors Group
Georgia
$783K -$1.84K -38 -0.2%
HCM
1205
Highlander Capital Management
New Jersey
$780K – – –
BFEC
1206
Benjamin F. Edwards & Company
Missouri
$777K -$152K -3,130 -16%
P
1207
Pitcairn
Pennsylvania
$776K -$78.8K -1,625 -9%
FCI
1208
Financial Counselors Inc
Kansas
$776K +$177K +3,649 +30%
PWPS
1209
Pinnacle Wealth Planning Services
Ohio
$774K +$126K +2,606 +19%
JFA
1210
JNBA Financial Advisors
Minnesota
$773K -$6.74K -139 -0.9%
PMA
1211
Prudent Man Advisors
Illinois
$771K -$12.9K -266 -2%
FI
1212
Fractal Investments
Connecticut
$770K +$117K +2,408 +18%
UFF
1213
USA Financial Formulas
Michigan
$770K +$690K +14,242 +864%
WA1
1214
Wimmer Associates 1
California
$769K – – –
AWA
1215
Arkadios Wealth Advisors
Georgia
$768K -$311K -6,413 -29%
LNWTC
1216
Laird Norton Wetherby Trust Company
Washington
$764K +$34.3K +708 +5%
AT
1217
American Trust
Kentucky
$762K -$39.6K -818 -5%
SG
1218
Stonnington Group
California
$758K -$75.2K -1,525 -9%
BCM
1219
Becker Capital Management
Oregon
$757K -$28.2K -581 -4%
AII
1220
AGF Investments Inc
Ontario, Canada
$757K +$757K +15,616 New
WPC
1221
Wedmont Private Capital
Pennsylvania
$756K +$179K +3,687 +31%
VWA
1222
Visionary Wealth Advisors
Illinois
$755K +$195K +4,023 +35%
CS
1223
Comerica Securities
Michigan
$754K +$397K +8,189 +111%
RE
1224
RBC Europe
United Kingdom
$753K -$20.3K -420 -3%
CFG
1225
Citizens Financial Group
Rhode Island
$750K -$12.3K -254 -2%
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