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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 %
GA
1751
Greenspring Advisors
Maryland
$257K -$15.3K -316 -6%
HBT
1752
Hills Bank & Trust
Iowa
$257K -$1.21K -25 -0.5%
CC
1753
Constitution Capital
Connecticut
$257K – – –
PCMC
1754
Private Capital Management (Colorado)
Colorado
$257K +$11.6K +239 +5%
MSE
1755
MUFG Securities EMEA
United Kingdom
$256K -$199K -4,090 -44%
OWA
1756
Octavia Wealth Advisors
Ohio
$254K -$4.79K -99 -2%
GC
1757
Gratus Capital
Georgia
$254K – – –
CT
1758
Coastline Trust
Rhode Island
$253K – – –
MCA
1759
MSH Capital Advisors
Arizona
$252K +$252K +5,194 New
WCG
1760
Weaver Consulting Group
California
$251K -$6.79K -140 -3%
BFA
1761
Bill Few Associates
Pennsylvania
$251K +$24.3K +500 +11%
HAS
1762
HBW Advisory Services
California
$250K -$30.6K -632 -11%
CAAS
1763
Capital Asset Advisory Services
Michigan
$250K -$3.58K -74 -1%
BFO
1764
Boston Family Office
Massachusetts
$250K – – –
FPCG
1765
Fort Pitt Capital Group
Pennsylvania
$249K -$1.89K -39 -0.8%
WJA
1766
Willis Johnson & Associates
Texas
$249K +$249K +5,136 New
AMBIA
1767
Allen Mooney & Barnes Investment Advisors
Georgia
$248K +$248K +5,122 New
TWA
1768
TPB Wealth Advisors
Texas
$248K +$48 +1 +0%
TFA
1769
Tranquilli Financial Advisor
New Jersey
$248K +$3.68K +76 +2%
HWM
1770
Hohimer Wealth Management
Washington
$248K +$248K +5,121 New
MFG
1771
Merit Financial Group
Georgia
$248K +$248K +5,126 New
BHWM
1772
Bar Harbor Wealth Management
New Hampshire
$247K -$24.3K -502 -9%
CCM
1773
CTC Capital Management
Illinois
$247K +$247K +5,100 New
BWA
1774
Burt Wealth Advisors
Maryland
$246K – – –
BFA
1775
Buttonwood Financial Advisors
Maryland
$246K +$17.3K +357 +8%
69 70
71
72 73