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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 %
WTB
1376
Washington Trust Bank
Washington
$554K -$486K -10,045 -47%
OWP
1377
Obermeyer Wealth Partners
Colorado
$554K – – –
MWM
1378
MorganRosel Wealth Management
Colorado
$554K +$3.93K +81 +0.7%
WA
1379
Wealth Alliance
New York
$553K -$37.9K -783 -6%
WFI
1380
West Family Investments
California
$552K +$52.3K +1,080 +10%
9WM
1381
9258 Wealth Management
Ohio
$551K -$24K -495 -4%
VAM
1382
Vontobel Asset Management
New York
$550K +$6.61K +137 +1%
AWS
1383
AJ Wealth Strategies
New York
$548K +$388 +8 +0.1%
BCM
1384
BTR Capital Management
California
$547K – – –
WBC
1385
West Branch Capital
Massachusetts
$546K -$48K -989 -8%
RCM
1386
Radnor Capital Management
Pennsylvania
$546K – – –
JC
1387
Jacobs & Co
California
$543K +$55.3K +1,142 +11%
BMC
1388
Beaton Management Company
Massachusetts
$542K +$14.9K +308 +3%
MWM
1389
Modera Wealth Management
New Jersey
$541K -$804K -16,584 -60%
IF
1390
Intrua Financial
Texas
$541K +$63.6K +1,314 +13%
SNBOSD
1391
Security National Bank of So Dak
Iowa
$537K +$200K +4,121 +59%
LCM
1392
Leisure Capital Management
California
$535K – – –
XSC
1393
X-Square Capital
Puerto Rico
$534K -$150K -3,106 -22%
PCM
1394
Pointe Capital Management
Michigan
$534K +$325K +6,709 +156%
FMC
1395
First Merchants Corp
Indiana
$533K – – –
BFO
1396
Biltmore Family Office
North Carolina
$532K +$110K +2,265 +26%
ZIM
1397
Zacks Investment Management
Illinois
$529K -$330K -6,813 -38%
MAM
1398
McCarthy Asset Management
California
$528K -$8.52K -176 -2%
PMFA
1399
Plante Moran Financial Advisors
Michigan
$528K +$30.2K +623 +6%
BCM
1400
BlueCrest Capital Management
Jersey
$527K +$527K +10,880 New
54 55
56
57 58