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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 %
HIA
1526
Harbor Investment Advisory
Maryland
$403K +$44.2K +911 +12%
GIM
1527
Greylin Investment Management
Virginia
$402K -$18.2K -375 -4%
OL
1528
Optas LLC
Texas
$401K -$16.2K -336 -4%
CCM
1529
Cohen Capital Management
California
$401K – – –
MWM
1530
Minot Wealth Management
Massachusetts
$400K +$20.2K +418 +5%
CIC
1531
Crawford Investment Counsel
Georgia
$397K -$11.1K -230 -3%
LSPW
1532
Lake Street Private Wealth
Illinois
$397K +$35.8K +739 +10%
SAM
1533
Sawgrass Asset Management
Florida
$395K +$395K +8,150 New
CAM
1534
Cidel Asset Management
Ontario, Canada
$393K – – –
MA
1535
MKT Advisors
California
$392K -$9.23K -210 -2%
CA
1536
Claar Advisors
New York
$391K -$74.7K -1,540 -16%
PL
1537
Plancorp LLC
Missouri
$391K +$1.84K +38 +0.5%
MMG
1538
Monetary Management Group
Missouri
$390K – – –
NL
1539
NWAM LLC
Washington
$390K +$56.3K +1,164 +17%
EI
1540
Ethic Inc
New York
$390K +$83.7K +1,728 +27%
CIC
1541
Cutler Investment Counsel
Oregon
$390K +$390K +8,047 New
BAM
1542
Blueshift Asset Management
New Jersey
$388K -$5.47M -112,737 -93%
TCM
1543
Tributary Capital Management
Nebraska
$388K -$9.7K -200 -2%
WCM
1544
Washington Capital Management
Washington
$388K – – –
TTWM
1545
TCV Trust & Wealth Management
Virginia
$387K -$41.2K -850 -10%
CPA
1546
Court Place Advisors
Maryland
$387K -$29.1K -600 -7%
SP
1547
Successful Portfolios
Florida
$387K -$11.8K -243 -3%
PCI
1548
Planning Center Inc
Illinois
$387K – – –
SW
1549
Solidarity Wealth
Utah
$387K +$387K +8,085 New
SWM
1550
Silverlake Wealth Management
Vermont
$386K -$20.2K -417 -5%
60 61
62
63 64