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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 %
RCWM
1451
Royal Capital Wealth Management
Indiana
$475K +$485 +10 +0.1%
Bank Julius Baer & Co
1452
Bank Julius Baer & Co
Switzerland
$473K -$31.9M -657,747 -99%
BCA
1453
Bray Capital Advisors
Florida
$473K +$194 +4 +0%
GL
1454
Graypoint LLC
New York
$473K +$251K +5,177 +113%
A
1455
Astrantus
Cyprus
$470K +$470K +9,700 New
WAP
1456
Wealthcare Advisory Partners
Pennsylvania
$468K +$49.7K +1,025 +12%
ZB
1457
Zions Bancorporation
Utah
$467K +$91.9K +1,895 +24%
AFS
1458
Axiom Financial Strategies
Indiana
$465K -$71K -1,640 -13%
HFM
1459
Hartford Financial Management
Connecticut
$465K – – –
IIM
1460
Ipswich Investment Management
Massachusetts
$464K -$97K -2,000 -17%
PSC
1461
Prentiss Smith & Co
Vermont
$464K -$69.6K -1,435 -13%
EF
1462
Exeter Financial
Arizona
$462K +$1.36K +28 +0.3%
LWA
1463
Lenox Wealth Advisors
New York
$461K +$445K +9,138 +2,874%
AGP
1464
Autumn Glory Partners
Texas
$460K – – –
DHFB
1465
Dixon Hubard Feinour & Brown
Virginia
$460K +$1.84K +38 +0.4%
WP
1466
WealthShield Partners
North Carolina
$459K -$59.9K -1,238 -12%
RCG
1467
Regatta Capital Group
California
$458K -$1.8K -37 -0.4%
WVP
1468
Worth Venture Partners
New Jersey
$458K – – –
BOTW
1469
Bank of the West
California
$455K -$5.57K -115 -1%
RWP
1470
Ridgecrest Wealth Partners
California
$455K – – –
TCB
1471
Texas Capital Bancshares
Texas
$454K -$8.04K -166 -2%
SAM
1472
S.A. Mason
Michigan
$451K – – –
CL
1473
COWA LLC
Oklahoma
$451K – – –
DA
1474
Doliver Advisors
Texas
$451K +$177K +3,650 +64%
HFG
1475
Heron Financial Group
New York
$449K +$485 +10 +0.1%
57 58
59
60 61