WFC icon

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 %
SFG
1851
StrategIQ Financial Group
Indiana
$208K – – –
SMH
1852
Sanders Morris Harris
Texas
$208K – – –
HT
1853
Heritage Trust
Oklahoma
$208K – – –
FPS
1854
Fieldpoint Private Securities
Connecticut
$207K +$2.67K +55 +1%
PP
1855
PDS Planning
Ohio
$207K +$4.22K +87 +2%
HWMG
1856
Hurlow Wealth Management Group
Indiana
$207K +$207K +4,280 New
MM
1857
MQS Management
New York
$207K +$207K +4,280 New
SCG
1858
Sonata Capital Group
Washington
$206K – – –
MFA
1859
Mayflower Financial Advisors
Massachusetts
$206K +$4.03K +83 +2%
CWM
1860
Cordatus Wealth Management
Pennsylvania
$206K +$206K +4,248 New
GW
1861
GW & Wade
Massachusetts
$206K +$206K +4,256 New
FAB
1862
First American Bank
Illinois
$205K +$205K +4,235 New
IIC
1863
Integrated Investment Consultants
Michigan
$205K -$13.2K -272 -6%
APG
1864
Abacus Planning Group
South Carolina
$205K +$48 +1 +0%
SWM
1865
Segment Wealth Management
Texas
$205K +$205K +4,231 New
PAM
1866
Premier Asset Management
Illinois
$204K -$24.3K -500 -11%
GAM
1867
Gould Asset Management
California
$204K -$9.44K -195 -4%
AMC
1868
Asset Management Corp
Illinois
$204K -$8.82K -182 -4%
MWM
1869
MinichMacGregor Wealth Management
New York
$204K +$204K +4,227 New
TFS
1870
TrustCore Financial Services
Tennessee
$202K -$9.58K -198 -5%
IF
1871
Integrity Financial
Wyoming
$202K – – –
RCA
1872
Resonant Capital Advisors
Wisconsin
$202K +$202K +4,152 New
HFA
1873
HC Financial Advisors
California
$201K -$14.1K -290 -7%
NCMW
1874
Northern Capital Management (Washington)
Washington
$201K +$201K +4,143 New
MAG
1875
Mokosak Advisory Group
Iowa
$200K +$200K +4,106 New
73 74
75
76 77