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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 %
WA
1426
Waddell & Associates
Tennessee
$501K -$208K -4,300 -29%
Kovitz Investment Group Partners
1427
Kovitz Investment Group Partners
Illinois
$499K -$2.1M -43,346 -81%
AIM
1428
Anchor Investment Management
South Carolina
$498K -$13.7K -283 -3%
BWA
1429
Bordeaux Wealth Advisors
California
$496K +$110K +2,273 +29%
VC
1430
Vicus Capital
Pennsylvania
$495K -$13.6K -280 -3%
AIM
1431
Aspen Investment Management
Michigan
$494K -$21.2K -438 -4%
FFMBT
1432
First Farmers & Merchants Bank Trust
Tennessee
$492K -$14.5K -300 -3%
PAIM
1433
Punch & Associates Investment Management
Minnesota
$492K – – –
PM
1434
Parametrica Management
Hong Kong
$492K +$492K +10,163 New
LFA
1435
Lauterbach Financial Advisors
Texas
$487K -$26.1K -539 -5%
DCM
1436
Donaldson Capital Management
Indiana
$486K -$114K -2,348 -19%
AP
1437
Atwood & Palmer
Missouri
$486K -$32.9K -679 -6%
PCM
1438
Parsons Capital Management
Rhode Island
$486K – – –
CWS
1439
Confluence Wealth Services
Pennsylvania
$485K -$34.9K -722 -7%
AMG
1440
Advisors Management Group
Wisconsin
$485K -$6.68K -138 -1%
LD
1441
Lipe & Dalton
New York
$485K +$63.1K +1,300 +15%
MFS
1442
Monetta Financial Services
Illinois
$485K +$485K +10,000 New
ZIG
1443
Zuckerman Investment Group
Illinois
$483K – – –
PTP
1444
Platform Technology Partners
New York
$480K -$5.43K -112 -1%
ATFA
1445
All Terrain Financial Advisors
Minnesota
$479K – – –
FCIM
1446
Fairview Capital Investment Management
California
$478K -$44.2K -912 -8%
HT
1447
HighTower Trust
Texas
$477K -$551K -11,374 -54%
WSTAM
1448
Wilbanks Smith & Thomas Asset Management
Virginia
$477K -$190K -4,308 -29%
FDS
1449
First Dallas Securities
Texas
$477K +$104K +2,150 +28%
LWM
1450
Lyell Wealth Management
California
$477K +$477K +9,853 New
56 57
58
59 60