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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 %
DWM
1826
Dakota Wealth Management
Florida
$222K +$222K +4,567 New
LF
1827
LifeSteps Financial
California
$222K +$222K +4,572 New
AWC
1828
Adamsbrown Wealth Consultants
Kansas
$222K +$222K +4,583 New
PSP
1829
Principal Street Partners
Tennessee
$220K +$220K +4,546 New
WANY
1830
Wealthspire Advisors (New York)
New York
$219K -$240K -4,972 -52%
CCP
1831
Clarkston Capital Partners
Michigan
$219K -$33.5K -690 -13%
LJHT
1832
Laurie J. Hall Trustee
$219K – – –
AC
1833
AlphaCore Capital
California
$219K +$219K +4,510 New
EW
1834
Evoke Wealth
California
$218K +$11.4K +236 +6%
ZF
1835
Zhang Financial
Michigan
$218K +$15.3K +317 +8%
FWTB
1836
First Western Trust Bank
Colorado
$218K +$218K +4,356 New
AA
1837
Apriem Advisors
California
$218K +$218K +4,500 New
ML
1838
McAdam LLC
Pennsylvania
$217K +$9.78K +202 +5%
WAAG
1839
Wealth Alliance Advisory Group
Kansas
$215K – – –
RA
1840
Riversedge Advisors
Delaware
$214K +$97 +2 +0%
BSB
1841
Bangor Savings Bank
Maine
$214K +$6.06K +125 +3%
BFM
1842
Boston Financial Management
Massachusetts
$214K +$214K +4,415 New
FW
1843
FirstPurpose Wealth
Utah
$212K -$12.9K -266 -6%
BOH
1844
Bank of Hawaii
Hawaii
$212K +$212K +4,373 New
CPWMP
1845
Cardinal Point Wealth Management Partners
California
$211K – – –
BONST
1846
Bank of Nova Scotia Trust
Ontario, Canada
$211K +$211K +4,353 New
WCA
1847
Waypoint Capital Advisors
Minnesota
$209K +$4.26K +88 +2%
FA
1848
Fermata Advisors
California
$208K -$27.9K -574 -12%
BWM
1849
BlackDiamond Wealth Management
New York
$208K -$4.61K -95 -2%
MCP
1850
Mirador Capital Partners
California
$208K -$3.25K -67 -2%
72 73
74
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