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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 %
CT
1276
Chicago Trust
Illinois
$677K +$42.8K +883 +7%
FSA
1277
Fort Sheridan Advisors
Illinois
$676K +$46.1K +950 +7%
SWM
1278
Shakespeare Wealth Management
Wisconsin
$675K +$10.4K +215 +2%
TWM
1279
TriaGen Wealth Management
California
$674K -$890K -18,360 -57%
WB
1280
Webster Bank
Connecticut
$674K – – –
WLPWM
1281
Walled Lake Planning & Wealth Management
Illinois
$674K +$11.8K +243 +2%
SC
1282
SouthState Corp
Florida
$673K -$178K -3,677 -21%
OCM
1283
Osterweis Capital Management
California
$673K – – –
WBCM
1284
Wilson & Boucher Capital Management
California
$672K +$17K +350 +3%
WB
1285
West Bancorporation
Iowa
$671K +$480K +9,914 +252%
CCM
1286
Chilton Capital Management
Texas
$669K -$9.35K -193 -1%
JWA
1287
JFS Wealth Advisors
Pennsylvania
$669K +$7.47K +154 +1%
FSCM
1288
Front Street Capital Management
Montana
$667K -$2.37K -49 -0.4%
CA
1289
Carson Advisory
Georgia
$665K -$116K -2,387 -15%
AIA
1290
AIMZ Investment Advisors
California
$665K -$37.9K -783 -5%
SS
1291
Simplicity Solutions
Minnesota
$662K -$699K -14,420 -51%
Jacobs Levy Equity Management
1292
Jacobs Levy Equity Management
New Jersey
$660K -$12.7M -262,967 -95%
RC
1293
Rovin Capital
Arizona
$660K -$95.9K -1,977 -13%
Simplex Trading
1294
Simplex Trading
Illinois
$659K -$19M -392,056 -97%
MCM
1295
Monument Capital Management
Virginia
$659K -$49.5K -1,022 -7%
FAM
1296
Fulcrum Asset Management
United Kingdom
$659K -$1.01M – –
RWA
1297
RGT Wealth Advisors
Texas
$658K +$1.55K +32 +0.2%
CG
1298
Corundum Group
Colorado
$655K +$655K +13,520 New
PWA
1299
Providence Wealth Advisors
Illinois
$654K +$21.9K +450 +3%
SSWM
1300
Sheets Smith Wealth Management
North Carolina
$653K -$19.1K -393 -3%
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