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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 %
GWM
1301
Guardian Wealth Management
Illinois
$651K -$4.31K -89 -0.7%
AWM
1302
Axxcess Wealth Management
California
$649K +$282K +5,813 +77%
JSW
1303
Journey Strategic Wealth
New Jersey
$646K -$41.7K -859 -6%
KC
1304
Knuff & Co
California
$645K -$325K -6,696 -33%
GFP
1305
Gryphon Financial Partners
Ohio
$645K -$24.1K -497 -4%
MWM
1306
Madison Wealth Management
Ohio
$643K +$3.34K +69 +0.5%
BIC
1307
Beach Investment Counsel
Pennsylvania
$642K – – –
FRM
1308
Fox Run Management
Connecticut
$642K +$291K +5,996 +83%
BC
1309
Bridgefront Capital
Texas
$642K +$365K +7,527 +132%
WG
1310
Welch Group
Alabama
$639K +$37.8K +781 +6%
WAM
1311
Weatherly Asset Management
California
$638K -$9.69K -200 -1%
VWA
1312
V Wealth Advisors
Kansas
$636K +$379K +7,838 +148%
GS
1313
Gagnon Securities
New York
$633K – – –
WDL
1314
Well Done LLC
Michigan
$633K – – –
DWM
1315
Drive Wealth Management
Utah
$633K +$75.6K +1,560 +14%
BIP
1316
Blueprint Investment Partners
North Carolina
$633K +$84.6K +1,747 +15%
LGA
1317
Lebenthal Global Advisors
New York
$633K +$194K +4,001 +44%
CFGS
1318
Concourse Financial Group Securities
Alabama
$632K -$383K -7,906 -38%
AG
1319
Ascent Group
Virginia
$627K +$7.61K +157 +1%
FHA
1320
Flagship Harbor Advisors
Massachusetts
$627K +$7.9K +163 +1%
ET
1321
Equitable Trust
Tennessee
$621K +$178K +3,680 +40%
FLI
1322
Family Legacy Inc
South Carolina
$620K – – –
LA
1323
Lakeside Advisors
Washington
$618K -$7.27K -150 -1%
HWAM
1324
Hennion & Walsh Asset Management
New Jersey
$617K +$617K +12,738 New
FMWA
1325
Forvis Mazars Wealth Advisors
Missouri
$612K +$139K +2,871 +29%
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