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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 %
BWP
1701
Bernardo Wealth Planning
Pennsylvania
$292K +$292K +6,027 New
ACM
1702
Avalon Capital Management
California
$291K -$1.18K -27 -0.4%
JAIC
1703
Josh Arnold Investment Consultant
Minnesota
$291K – – –
SMA
1704
Sage Mountain Advisors
Georgia
$290K -$144K -2,964 -33%
PNC
1705
Park National Corp
Ohio
$288K -$55.9K -1,155 -16%
FA
1706
Faithward Advisors
Pennsylvania
$287K – – –
OAM
1707
Occidental Asset Management
California
$285K -$1.48M -30,515 -84%
LFASL
1708
Lugano Financial Advisors SA (LFA)
Switzerland
$285K – – –
SSC
1709
Syverson Strege & Co
Iowa
$285K +$103K +2,122 +56%
BAM
1710
Barrett Asset Management
New York
$284K +$1.89K +39 +0.7%
PAG
1711
Powers Advisory Group
Illinois
$283K -$23.8K -491 -8%
BTW
1712
Boston Trust Walden
Massachusetts
$282K -$165K -3,400 -37%
GWS
1713
Glassman Wealth Services
Virginia
$282K +$26.6K +547 +10%
WCM
1714
Windsor Capital Management
Arizona
$281K -$16K -330 -5%
PP
1715
Patten & Patten
Tennessee
$276K – – –
MTC
1716
McDaniel Terry & Co
Texas
$276K +$276K +5,690 New
SWA
1717
Sutton Wealth Advisors
Florida
$275K +$388 +8 +0.1%
LFA
1718
Laraway Financial Advisors
Minnesota
$275K -$48.5K -1,000 -15%
FNBOH
1719
First National Bank of Hutchinson
Kansas
$275K – – –
MPW
1720
Monterey Private Wealth
California
$275K +$275K +5,482 New
DA
1721
Detalus Advisors
Missouri
$273K +$2.08K +43 +0.8%
AAP
1722
Arax Advisory Partners
Colorado
$273K +$117K +2,420 +75%
EWM
1723
Empirical Wealth Management
Washington
$273K +$273K +5,636 New
FCFS
1724
First Command Financial Services
Texas
$272K -$1.5K -31 -0.5%
CWP
1725
Curated Wealth Partners
California
$272K – – –
67 68
69
70 71