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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 %
DC
1776
Defender Capital
North Carolina
$246K +$246K +5,074 New
NWM
1777
Northcape Wealth Management
New York
$246K +$246K +5,084 New
PWA
1778
Physician Wealth Advisors
Utah
$246K +$246K +5,353 New
CWC
1779
Carolinas Wealth Consulting
North Carolina
$245K +$56.2K +1,158 +30%
MFG
1780
Magnus Financial Group
New York
$245K +$245K +5,047 New
WEG
1781
World Equity Group
Illinois
$244K +$244K +5,030 New
MC
1782
Middleton & Co
Massachusetts
$243K – – –
RCG
1783
Rock Creek Group
District of Columbia
$243K +$97.6K +2,011 +67%
QFA
1784
Quattro Financial Advisors
Texas
$242K -$242K -5,000 -50%
HKIM
1785
Hayek Kallen Investment Management
Alabama
$242K -$26.7K -550 -10%
MJP
1786
Michael J. Puzo
$242K – – –
LW
1787
Linscomb Wealth
Texas
$242K +$19.3K +400 +9%
WAS
1788
Wealth Advisory Solutions
Indiana
$242K +$242K +4,992 New
FHC
1789
First Heartland Consultants
Missouri
$241K -$17K -351 -7%
MIA
1790
MMBG Investment Advisors
Florida
$241K +$241K +4,980 New
TIA
1791
Traphagen Investment Advisors
New Jersey
$240K -$138K -2,845 -36%
HR
1792
Hardy Reed
Mississippi
$239K – – –
NSB
1793
Norway Savings Bank
Maine
$239K – – –
CWM
1794
Chesapeake Wealth Management
Virginia
$239K – – –
SSWM
1795
Smith Salley Wealth Management
North Carolina
$239K +$48 +1 +0%
LRIA
1796
Leonard Rickey Investment Advisors
Washington
$239K +$15.2K +314 +7%
NICM
1797
Neo Ivy Capital Management
New York
$238K +$65.8K +1,360 +38%
ACG
1798
Allen Capital Group
Nebraska
$238K +$238K +4,913 New
LWM
1799
Laidlaw Wealth Management
New York
$237K +$3.64K +75 +2%
TWP
1800
Tempus Wealth Planning
California
$236K -$76.7K -1,583 -25%
70 71
72
73 74