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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 %
HAM
1226
HoldCo Asset Management
Florida
$748K -$125M -2,573,561 -99%
PCFFS
1227
Pacific Center for Financial Services
California
$748K -$28.6K -590 -4%
FSA
1228
Financial Sense Advisors
California
$748K +$748K +15,430 New
IWA
1229
IVC Wealth Advisors
Pennsylvania
$741K -$727 -15 -0.1%
AWM
1230
Alterna Wealth Management
Texas
$735K +$24.2K +500 +3%
EW
1231
Element Wealth
Mississippi
$734K -$30.3K -625 -4%
DI
1232
Diligent Investors
California
$732K +$242 +5 +0%
FFA
1233
First Foundation Advisors
California
$730K +$80.9K +1,670 +12%
NSIM
1234
North Star Investment Management
Illinois
$728K -$6.2K -128 -0.8%
RCM
1235
RB Capital Management
Nevada
$728K +$6.74K +139 +0.9%
CL
1236
Choreo LLC
Illinois
$723K -$334K -6,895 -32%
IWP
1237
Icon Wealth Partners
Texas
$723K +$430K +8,882 +147%
JIP
1238
Jaffetilchin Investment Partners
Florida
$722K +$62.8K +1,503 +10%
KSWA
1239
Kathleen S. Wright Associates
Pennsylvania
$718K – – –
IAIM
1240
International Assets Investment Management
Florida
$717K +$38.1K +786 +6%
CL
1241
CSS LLC
Illinois
$714K -$1.45M -30,000 -67%
KFSC
1242
Keystone Financial Services (Colorado)
Colorado
$714K -$3.78K -86 -0.5%
CCWA
1243
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$714K +$714K +14,735 New
WA
1244
Waverly Advisors
Alabama
$713K -$6.35K -131 -0.9%
STA
1245
Summit Trail Advisors
New York
$713K +$370K +7,638 +108%
PCA
1246
Personal Capital Advisors
California
$712K -$118K -2,433 -14%
BWP
1247
Baldwin Wealth Partners
Massachusetts
$712K +$242K +5,000 +52%
CNC
1248
Canandaigua National Corp
New York
$711K +$75K +1,548 +12%
OWM
1249
OneAscent Wealth Management
Alabama
$708K +$708K +14,607 New
FCA
1250
FinTrust Capital Advisors
South Carolina
$706K +$473K +9,748 +202%
48 49
50
51 52