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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 %
TFF
1651
The Family Firm
Maryland
$321K +$194 +4 +0.1%
WCM
1652
Wedge Capital Management
North Carolina
$321K +$4.99K +103 +2%
UL
1653
Unionview LLC
Washington
$320K -$6.26K -129 -2%
GD
1654
Grandfield & Dodd
New York
$320K -$3.68K -76 -1%
SAM
1655
Security Asset Management
New York
$320K – – –
ST
1656
Smithfield Trust
Pennsylvania
$319K – – –
WC
1657
Westhampton Capital
North Carolina
$319K – – –
VST
1658
Van Strum & Towne
California
$318K – – –
WBG
1659
Wharton Business Group
Pennsylvania
$317K +$317K +6,535 New
SOAMC
1660
Spirit of America Management Corp
New York
$315K +$48.5K +1,000 +18%
FAG
1661
Financial Advisory Group
Texas
$314K +$88.9K +1,834 +40%
5L
1662
55I LLC
Massachusetts
$312K -$5.34K -110 -2%
TCWA
1663
Ten Capital Wealth Advisors
Washington
$312K – – –
LB
1664
Legacy Bridge
Iowa
$311K -$19.4K -400 -6%
WCM
1665
Wallace Capital Management
Texas
$311K – – –
WSFS
1666
Wilmington Savings Fund Society
Delaware
$310K -$4.85K -100 -2%
WF
1667
Wayfinding Financial
Washington
$310K -$3.46K -78 -1%
TNBTD
1668
Trustmark National Bank Trust Department
Mississippi
$309K – – –
BFG
1669
Berger Financial Group
Minnesota
$309K +$630 +13 +0.2%
WWM
1670
Wagner Wealth Management
South Carolina
$309K +$88.8K +1,831 +40%
CGH
1671
CMG Global Holdings
Texas
$308K -$9.54K -197 -3%
BBNB
1672
Baker Boyer National Bank
Washington
$308K – – –
RSVP
1673
Ramsay Stattman Vela & Price
Colorado
$307K -$137K -2,820 -31%
CWP
1674
Concord Wealth Partners
Virginia
$307K -$970 -20 -0.3%
HIG
1675
Heritage Investment Group
Florida
$307K – – –
65 66
67
68 69