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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 %
EFG
1601
Everhart Financial Group
Ohio
$351K +$351K +7,237 New
SHGA
1602
Sand Hill Global Advisors
California
$349K -$46.9K -967 -12%
CCC
1603
Chelsea Counsel Company
California
$349K – – –
FB
1604
First Bancorp
Maine
$348K +$19.9K +412 +6%
LA
1605
LVW Advisors
New York
$348K +$25.4K +525 +8%
LA
1606
Lynch & Associates
Indiana
$347K – – –
BWM
1607
BNC Wealth Management
Oregon
$346K -$44.8K -923 -11%
JHP
1608
James Hambro & Partners
United Kingdom
$346K -$24.3K -500 -7%
EWA
1609
ERTS Wealth Advisors
Michigan
$346K +$12K +248 +4%
DIM
1610
Delta Investment Management
California
$345K -$97K -2,000 -22%
RIG
1611
Roosevelt Investment Group
New York
$345K -$9.7K -200 -3%
ACA
1612
Aptus Capital Advisors
Alabama
$345K +$47K +972 +16%
LC
1613
Lincoln Capital
Nebraska
$344K – – –
HWA
1614
HHM Wealth Advisors
Tennessee
$344K +$252K +5,206 +275%
MIC
1615
Means Investment Company
Maine
$343K +$5.96K +123 +2%
WE
1616
Wealth Effects
Massachusetts
$343K +$20.6K +425 +6%
TA
1617
Tiedemann Advisors
New York
$343K +$23.3K +480 +7%
DSC
1618
Duncker Streett & Co
Missouri
$342K -$53.4K -1,101 -13%
SWM
1619
Stockman Wealth Management
Montana
$341K +$14.4K +297 +4%
DWM
1620
Destination Wealth Management
California
$341K +$341K +7,040 New
EAM
1621
Evanson Asset Management
California
$340K +$291 +6 +0.1%
GIA
1622
Guyasuta Investment Advisors
Pennsylvania
$339K – – –
ACM
1623
Adalta Capital Management
New York
$339K – – –
SSB
1624
Sandy Spring Bank
Maryland
$339K +$12.1K +249 +4%
CG
1625
CFO4Life Group
Texas
$339K +$41.6K +857 +14%
63 64
65
66 67