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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 %
AWA
1676
Acorn Wealth Advisors
Michigan
$305K -$12.5K -258 -4%
ANB
1677
Amarillo National Bank
Texas
$305K +$20.4K +420 +7%
BAM
1678
Brave Asset Management
New Jersey
$305K +$92K +1,900 +43%
FPAS
1679
Focus Partners Advisor Solutions
Missouri
$305K +$305K +6,260 New
LRPA
1680
L. Roy Papp & Associates
Arizona
$304K +$437 +9 +0.1%
IBOK
1681
Independence Bank of Kentucky
Kentucky
$304K +$7.28K +150 +2%
IAG
1682
Investment Advisory Group
Massachusetts
$303K -$29.1K -600 -9%
PFBT
1683
Parkside Financial Bank & Trust
Missouri
$303K +$65.9K +1,361 +28%
CA
1684
Calton & Associates
Florida
$302K +$2.52K +52 +0.8%
CSB
1685
City State Bank
Iowa
$301K – – –
SIG
1686
Sky Investment Group
Connecticut
$298K -$3.15K -65 -1%
MCC
1687
Money Concepts Capital
Florida
$298K +$298K +6,140 New
GG
1688
Greenwood Gearhart
Arkansas
$297K -$5.98M -123,434 -95%
BW
1689
Bison Wealth
Georgia
$297K -$87.5K -1,803 -23%
CCIA
1690
Cherry Creek Investment Advisors
Colorado
$297K +$970 +20 +0.3%
NIM
1691
NuWave Investment Management
New Jersey
$297K +$53.2K +1,099 +22%
DU
1692
Delphia (USA)
Ontario, Canada
$297K +$297K +6,137 New
RP
1693
Riverbridge Partners
Minnesota
$296K – – –
GCP
1694
GSA Capital Partners
United Kingdom
$296K +$296K +6,106 New
MSAM
1695
Moloney Securities Asset Management
Missouri
$294K -$45.4K -936 -13%
KFP
1696
KMG Fiduciary Partners
Ohio
$294K -$10.7K -221 -4%
KNW
1697
Kesler Norman & Wride
Utah
$294K +$388 +8 +0.1%
SIA
1698
SeaBridge Investment Advisors
New Jersey
$293K -$620K -12,795 -68%
RWP
1699
RWA Wealth Partners
Massachusetts
$292K -$89.8K -1,851 -24%
RMDI
1700
R.M. Davis Inc
Maine
$292K +$292K +6,018 New
66 67
68
69 70