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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 %
PCM
1251
Prelude Capital Management
New York
$696K -$982K -20,269 -59%
LA
1252
LexAurum Advisors
Kansas
$696K +$388 +8 +0.1%
GI
1253
Gradient Investments
Minnesota
$695K -$83.7K -1,728 -11%
SN
1254
Sittner & Nelson
Oregon
$695K – – –
QPWM
1255
Quadrant Private Wealth Management
Pennsylvania
$694K +$56.9K +1,174 +9%
GA
1256
GoalVest Advisory
New York
$693K +$693K +14,294 New
EFS
1257
Econ Financial Services
Pennsylvania
$692K -$167K -3,446 -19%
CPA
1258
Cardiff Park Advisors
California
$692K -$7.85K -162 -1%
FIM
1259
Freedom Investment Management
Connecticut
$691K -$1.46M -30,195 -68%
NWM
1260
Northwest Wealth Management
Iowa
$690K +$21.2K +438 +3%
MCM
1261
MV Capital Management
Maryland
$690K +$28.2K +583 +4%
TCM
1262
Triumph Capital Management
Colorado
$688K -$308K -6,361 -31%
KA
1263
Kovack Advisors
Florida
$688K -$89K -1,839 -11%
WIC
1264
Woodmont Investment Counsel
Tennessee
$687K -$36.2K -746 -5%
SFO
1265
Stokes Family Office
Louisiana
$686K +$12.9K +266 +2%
HSA
1266
HBK Sorce Advisory
Pennsylvania
$685K -$13.4K -277 -2%
HWMA
1267
Heritage Wealth Management (Arizona)
Arizona
$685K +$685K +14,132 New
SB
1268
Sunflower Bank
Texas
$684K -$13.4K -277 -2%
TC
1269
Titleist Capital
Texas
$683K +$20.1K +415 +3%
LJAC
1270
L.J. Altfest & Co
New York
$682K -$94.9K -1,958 -12%
IWA
1271
IBEX Wealth Advisors
New Jersey
$682K +$682K +14,071 New
PFA
1272
Pure Financial Advisors
California
$680K +$17.5K +362 +3%
ESB
1273
Essex Savings Bank
Connecticut
$679K -$172K -3,561 -20%
FNBT
1274
FineMark National Bank & Trust
Florida
$679K +$13.2K +272 +2%
Fisher Asset Management
1275
Fisher Asset Management
Washington
$678K -$190K -3,910 -22%
49 50
51
52 53