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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 %
MAM
1476
Martingale Asset Management
Massachusetts
$449K +$154K +3,174 +52%
HIMC
1477
Heritage Investors Management Corp
Maryland
$448K -$10.4K -215 -2%
CI
1478
CX Institutional
Indiana
$447K +$44K +909 +11%
CTA
1479
Colonial Trust Advisors
South Carolina
$444K -$14K -289 -3%
IA
1480
IFG Advisory
Georgia
$443K -$15.9K -328 -3%
TCOV
1481
Trust Company of Vermont
Vermont
$443K +$8K +165 +2%
CIM
1482
Contravisory Investment Management
Massachusetts
$441K -$86.1K -1,779 -16%
KPW
1483
Kore Private Wealth
New York
$441K +$2.09K +43 +0.5%
SF
1484
Summit Financial
New Jersey
$440K +$96.7K +1,995 +28%
CIM
1485
CIM Investment Management
Pennsylvania
$439K -$532 -11 -0.1%
FPB
1486
First PREMIER Bank
South Dakota
$439K – – –
EFSCE
1487
Enterprise Financial Services Corp (EFSC)
Missouri
$437K +$15.4K +317 +4%
NIM
1488
Nexus Investment Management
Ontario, Canada
$436K -$22.8K -470 -5%
HHGA
1489
Halbert Hargrove Global Advisors
California
$436K -$18.5K -381 -4%
OFS
1490
OneAscent Financial Services
Alabama
$436K +$12.3K +253 +3%
BCA
1491
Bay Colony Advisors
Massachusetts
$435K -$20.2K -416 -4%
SMG
1492
Spectrum Management Group
Indiana
$431K – – –
AWA
1493
Arete Wealth Advisors
Illinois
$431K +$79.9K +1,849 +23%
RFM
1494
Royal Fund Management
Florida
$430K +$1.5K +31 +0.4%
VCP
1495
Verus Capital Partners
Arizona
$430K +$430K +9,622 New
APIM
1496
Agate Pass Investment Management
Washington
$429K -$10.2K -210 -2%
AIA
1497
Arbor Investment Advisors
North Carolina
$428K -$872 -18 -0.2%
RWA
1498
River Wealth Advisors
Pennsylvania
$428K +$339 +7 +0.1%
WWG
1499
West Wealth Group
California
$427K -$8.91K -184 -2%
1WM
1500
1900 Wealth Management
Texas
$426K +$388 +8 +0.1%
58 59
60
61 62