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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 %
WPW
1501
Warther Private Wealth
Ohio
$423K +$423K +8,677 New
B
1502
Bailard
California
$422K +$13.5K +279 +3%
FAM
1503
Formidable Asset Management
Ohio
$420K -$23.5K -484 -5%
PCM
1504
Penserra Capital Management
California
$419K -$116K -2,397 -22%
PGIM
1505
Pacific Global Investment Management
California
$419K +$60.8K +1,255 +17%
IHWM
1506
Iron Horse Wealth Management
Iowa
$417K -$2.86K -59 -0.7%
SC
1507
Schulhoff & Co
Ohio
$416K +$97 +2 +0%
PSB
1508
Piscataqua Savings Bank
New Hampshire
$414K -$14.4K -298 -3%
PA
1509
PSI Advisors
Florida
$413K -$9.65K -199 -2%
MA
1510
MCF Advisors
Kentucky
$412K +$412K +8,497 New
CFA
1511
Cahill Financial Advisors
Minnesota
$411K -$19K -392 -4%
MRCM
1512
M&R Capital Management
New Jersey
$411K +$55.4K +1,145 +16%
BG
1513
Bollard Group
Massachusetts
$410K +$1.99K +41 +0.5%
KF
1514
Krilogy Financial
Missouri
$409K +$75.2K +1,553 +23%
EWM
1515
Evermay Wealth Management
Virginia
$409K +$315K +6,487 +333%
GSEP
1516
Golden State Equity Partners
California
$409K +$409K +8,432 New
ZIC
1517
ZWJ Investment Counsel
Georgia
$408K -$243K -5,000 -37%
SFG
1518
SNS Financial Group
Minnesota
$408K -$42K -868 -9%
NPA
1519
Nichols & Pratt Advisers
Massachusetts
$407K – – –
CNB
1520
Camden National Bank
Maine
$406K -$32.2K -664 -7%
MBTD
1521
Mechanics Bank - Trust Department
California
$406K -$2.42K -50 -0.6%
MC
1522
Machina Capital
France
$406K +$149K +3,088 +58%
CA
1523
Cambridge Advisors
Nebraska
$405K -$175K -3,613 -30%
AFP
1524
Ausdal Financial Partners
Iowa
$404K -$78.7K -1,622 -16%
CA
1525
Cornerstone Advisory
Maryland
$404K -$3.45K -71 -0.8%
59 60
61
62 63