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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 %
SC
1401
Steph & Co
Wisconsin
$525K – – –
AP
1402
Americana Partners
Texas
$523K -$104K -2,156 -17%
AC
1403
Annandale Capital
Texas
$523K +$291 +6 +0.1%
PCA
1404
Providence Capital Advisors
North Carolina
$523K +$8.49K +175 +2%
VIM
1405
VELA Investment Management
Ohio
$522K -$1.84K -38 -0.4%
OFG
1406
Oxford Financial Group
Indiana
$522K +$582 +12 +0.1%
FIA
1407
Foundations Investment Advisors
Arizona
$521K +$75.1K +1,622 +17%
GBT
1408
Grove Bank & Trust
Florida
$518K +$14.8K +305 +3%
HI
1409
Humankind Investments
New York
$517K -$53.8K -1,111 -9%
HWA
1410
HCR Wealth Advisors
California
$517K +$19.4K +400 +4%
CC
1411
Cannell & Co
New York
$516K +$17K +350 +3%
HTI
1412
Hikari Tsushin Inc
Japan
$515K – – –
WWM
1413
Windsor Wealth Management
Indiana
$513K +$47.4K +972 +10%
S
1414
Seeyond
France
$513K +$304K +6,282 +145%
IWM
1415
IHT Wealth Management
Illinois
$511K -$67.8K -1,399 -12%
KFGK
1416
Keystone Financial Group (Kentucky)
Kentucky
$511K -$1.84K -38 -0.4%
TFO
1417
Tarbox Family Office
California
$510K -$260K -5,369 -34%
MWM
1418
Meridian Wealth Management
Kentucky
$510K -$31.3K -646 -6%
SCA
1419
Sippican Capital Advisors
Massachusetts
$509K -$2.91K -60 -0.6%
FWP
1420
FAS Wealth Partners
Kansas
$507K -$16.7K -344 -3%
BFA
1421
Bragg Financial Advisors
North Carolina
$506K -$35.6K -735 -7%
NAS
1422
Nicolet Advisory Services
Wisconsin
$506K -$8.44K -173 -2%
MW
1423
Marcum Wealth
Ohio
$506K +$1.26K +26 +0.2%
SIM
1424
SSI Investment Management
California
$503K -$5.82K -120 -1%
CBA
1425
Coastal Bridge Advisors
Connecticut
$502K -$508K -10,479 -50%
55 56
57
58 59