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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 %
CCG
1351
Ceeto Capital Group
Florida
$582K +$340K +7,000 +140%
DBIA
1352
Dumont & Blake Investment Advisors
New Jersey
$580K -$630 -13 -0.1%
PWMG
1353
Pinnacle Wealth Management Group
Michigan
$577K – – –
CWM
1354
Cornerstone Wealth Management
Missouri
$574K -$39K -805 -6%
SAM
1355
Summit Asset Management
Tennessee
$574K – – –
PCI
1356
Pacifica Capital Investments
Texas
$574K – – –
AMIM
1357
Aull & Monroe Investment Management
Alabama
$573K +$14.5K +300 +3%
MBT
1358
Montecito Bank & Trust
California
$572K – – –
ECG
1359
Edge Capital Group
Georgia
$572K +$4.55K +94 +0.8%
HI
1360
Hudock Inc
Pennsylvania
$569K +$678 +14 +0.1%
MIP
1361
Marietta Investment Partners
Wisconsin
$567K – – –
GSC
1362
G&S Capital
Colorado
$566K – – –
IFWM
1363
Institute for Wealth Management
Colorado
$565K +$146K +3,005 +35%
DLA
1364
Douglas Lane & Associates
New York
$563K +$36.2K +748 +7%
EA
1365
Eclectic Associates
California
$562K +$71.1K +1,467 +14%
SOW
1366
State of Wyoming
Wyoming
$561K +$90.3K +1,863 +19%
S
1367
Surevest
California
$560K – – –
CA
1368
Claro Advisors
Massachusetts
$559K – – –
HFM
1369
Harvest Fund Management
China
$559K – – –
DA
1370
DSC Advisors
Illinois
$559K +$351K +7,237 +168%
QT
1371
Quantamental Technologies
New York
$557K +$290K +5,995 +109%
NFC
1372
Northeast Financial Consultants
Connecticut
$557K +$557K +11,491 New
PPP
1373
Private Portfolio Partners
New Jersey
$556K +$58.3K +1,203 +12%
CCA
1374
Childress Capital Advisors
Texas
$556K -$29.5K -607 -5%
GTAM
1375
Global Trust Asset Management
Florida
$556K +$48 +1 +0%
53 54
55
56 57