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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 %
SMC
1551
Smith, Moore & Co
Missouri
$385K -$48.4K -1,000 -11%
LC
1552
Lindbrook Capital
California
$385K -$2.28K -47 -0.6%
FCFC
1553
First Citizens Financial Corp
Iowa
$385K – – –
Financial Engines Advisors
1554
Financial Engines Advisors
California
$384K -$55.5K -1,147 -13%
MWP
1555
MYCIO Wealth Partners
Pennsylvania
$383K -$18.9K -389 -5%
VA
1556
Valmark Advisers
Ohio
$382K +$4.21K +87 +1%
POIA
1557
Pin Oak Investment Advisors
Texas
$381K -$21.1K -435 -5%
AW
1558
Avion Wealth
Texas
$381K – – –
EWA
1559
Exencial Wealth Advisors
Oklahoma
$381K +$16.1K +333 +4%
CCFM
1560
Clear Creek Financial Management
Washington
$381K +$381K +7,856 New
KJHP
1561
K.J. Harrison & Partners
Ontario, Canada
$381K +$381K +7,863 New
PP
1562
PrairieView Partners
Minnesota
$380K +$7.27K +150 +2%
WTA
1563
Washington Trust Advisors
Massachusetts
$379K -$82.2K -1,696 -18%
WC
1564
Weil Company
California
$378K -$239K -4,940 -39%
CAM
1565
Campion Asset Management
Virginia
$378K – – –
DCM
1566
Deuterium Capital Management
Florida
$377K -$213K -4,397 -36%
EFM
1567
E Fund Management
China
$377K -$50.2K -1,035 -12%
MW
1568
MBL Wealth
North Carolina
$377K +$377K +7,785 New
BFIC
1569
Bedell Frazier Investment Counselling
California
$376K – – –
TFCP
1570
Twin Focus Capital Partners
Massachusetts
$376K +$8.38K +173 +2%
BFWA
1571
Benchmark Financial Wealth Advisors
Florida
$376K +$14.2K +293 +4%
PAMG
1572
Patton Albertson Miller Group
Tennessee
$374K +$9.8K +202 +3%
PCS
1573
Personal CFO Solutions
New Jersey
$374K +$169K +3,492 +83%
HA
1574
HYA Advisors
Missouri
$373K -$4.5K -93 -1%
PCG
1575
Private Capital Group
Connecticut
$373K -$3.93K -81 -1%
61 62
63
64 65