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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 %
UBV
1801
United Bank (Virginia)
Virginia
$234K – – –
TH
1802
TCTC Holdings
Texas
$234K – – –
AAS
1803
Annex Advisory Services
Wisconsin
$233K -$499K -10,308 -68%
PCA
1804
Pallas Capital Advisors
Massachusetts
$232K -$65.3K -1,410 -22%
ACM
1805
Alta Capital Management
Utah
$232K – – –
SIC
1806
Sigma Investment Counselors
Michigan
$231K – – –
HFS
1807
Hantz Financial Services
Michigan
$231K +$17K +351 +8%
BCM
1808
Buckhead Capital Management
Georgia
$230K -$16.9K -349 -7%
HPWM
1809
Highland Private Wealth Management
Washington
$229K +$229K +4,712 New
VDI
1810
Vaughan David Investments
Illinois
$228K -$12.6K -260 -5%
SICM
1811
Sustainable Insight Capital Management
New York
$228K +$228K +4,700 New
PCMN
1812
Paradigm Capital Management (Nevada)
Nevada
$228K +$228K +4,707 New
SA
1813
Strategic Advisors
New York
$227K -$48.3K -1,000 -18%
WWM
1814
Wolff Wiese Magana
California
$227K -$6.06K -125 -3%
RIM
1815
Reliant Investment Management
Tennessee
$227K +$227K +4,691 New
KFC
1816
Klingenstein Fields & Co
New York
$226K – – –
SAMT
1817
Select Asset Management & Trust
Pennsylvania
$226K – – –
AWM
1818
Atticus Wealth Management
Florida
$226K +$124K +2,560 +122%
JWM
1819
Janiczek Wealth Management
Colorado
$225K +$20.5K +423 +10%
SQA
1820
Simon Quick Advisors
New Jersey
$225K +$93.8K +1,933 +71%
W
1821
Wealthquest
Ohio
$224K – – –
CTI
1822
Community Trust & Investment
Kentucky
$224K – – –
CCA
1823
Catalyst Capital Advisors
New York
$224K – – –
FPIS
1824
Financial Planning & Information Services
Wisconsin
$222K -$2.03K -42 -0.9%
VFP
1825
Verus Financial Partners
Virginia
$222K +$290 +6 +0.1%
71 72
73
74 75