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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 %
EGA
1576
E&G Advisors
Texas
$373K – – –
BCCM
1577
Bridge Creek Capital Management
Massachusetts
$373K +$4.84K +100 +1%
SXL
1578
Summit X LLC
Missouri
$372K +$13.4K +277 +4%
EA
1579
Evolution Advisers
Virginia
$369K -$1.94K -40 -0.5%
BI
1580
Ballast Inc
Kentucky
$368K +$1.89K +39 +0.5%
WA
1581
Wealth Architects
California
$367K +$14.5K +299 +4%
DS
1582
DRW Securities
Illinois
$366K -$33.4K -689 -8%
AF
1583
Arrow Financial
New York
$366K -$6.78K -140 -2%
FFA
1584
Founders Financial Alliance
North Carolina
$364K -$1.79K -37 -0.5%
IB
1585
Intrust Bank
Kansas
$364K +$2.91K +60 +0.8%
MCM
1586
Magnolia Capital Management
New York
$363K – – –
FRA
1587
Front Row Advisors
California
$362K -$48 -1 -0%
UFA
1588
US Financial Advisors
Massachusetts
$362K – – –
SVCP
1589
Silicon Valley Capital Partners
California
$361K -$94.2K -1,942 -21%
WC
1590
Woodstock Corp
Massachusetts
$361K -$46K -950 -11%
FPFS
1591
First Personal Financial Services
North Carolina
$359K -$8.14K -168 -2%
NJBEST
1592
New Jersey Better Educational Savings Trust
New Jersey
$359K – – –
FNBTCON
1593
First National Bank & Trust Co of Newtown
Pennsylvania
$358K -$13.1K -270 -4%
LFA
1594
Legacy Financial Advisors
Kentucky
$357K +$32.6K +674 +10%
CBFP
1595
Cedar Brook Financial Partners
Ohio
$356K -$26.7K -552 -7%
CBN
1596
Cadence Bank NA
Texas
$356K -$26.3K -542 -7%
LB
1597
Leo Brokerage
Texas
$356K +$356K +7,333 New
CWM
1598
CarsonAllaria Wealth Management
Illinois
$353K -$437 -9 -0.1%
MCCP
1599
Mission Creek Capital Partners
California
$351K -$35.2K -726 -9%
DHGWA
1600
Dixon Hughes Goodman Wealth Advisors
North Carolina
$351K +$69.7K +1,437 +25%
62 63
64
65 66