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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 %
AIM
1876
Athena Investment Management
California
$200K +$200K +4,182 New
RIM
1877
Rockbridge Investment Management
New York
$196K -$20.2K -414 -9%
BFC
1878
Bedel Financial Consulting
Indiana
$195K +$679 +14 +0.3%
PFA
1879
Professional Financial Advisors
Nebraska
$194K +$873 +18 +0.5%
BBPWM
1880
Blue Bell Private Wealth Management
Pennsylvania
$191K – – –
SAS
1881
Stelac Advisory Services
New York
$189K -$364K -7,511 -66%
CA
1882
Crewe Advisors
Utah
$189K +$131K +2,694 +225%
HH
1883
HWG Holdings
Texas
$189K +$165K +3,401 +683%
BLC
1884
Brown, Lisle/Cummings
Rhode Island
$187K – – –
TWA
1885
TCI Wealth Advisors
Arizona
$186K -$5.51K -114 -3%
TF
1886
Tompkins Financial
New York
$185K -$58.3K -1,203 -24%
HBW
1887
Hazlett, Burt & Watson
West Virginia
$185K +$185K +3,812 New
SC
1888
Sierra Capital
Florida
$184K +$5.63K +116 +3%
C
1889
Covestor
United Kingdom
$184K +$107K +2,204 +139%
KTC
1890
Kistler-Tiffany Companies
Pennsylvania
$183K +$145 +3 +0.1%
AIM
1891
Acropolis Investment Management
Missouri
$182K -$7.18K -148 -4%
MHR
1892
Matthew Hamilton Rosenberg
$182K +$55.3K +1,143 +44%
LFG
1893
Larson Financial Group
Missouri
$180K +$12.7K +262 +8%
MPWT
1894
MassMutual Private Wealth & Trust
Connecticut
$178K -$46.8K -964 -21%
TCM
1895
Tradewinds Capital Management
Washington
$177K +$48 +1 +0%
NFSG
1896
Newbridge Financial Services Group
Florida
$176K +$11.8K +243 +7%
QC
1897
Quent Capital
New York
$175K +$119K +2,451 +212%
CFD
1898
Creative Financial Designs
Indiana
$174K +$3.34K +69 +2%
ARMC
1899
American Research & Management Company
Massachusetts
$165K -$20.6K -425 -11%
Kayne Anderson Rudnick Investment Management
1900
Kayne Anderson Rudnick Investment Management
California
$165K -$2.37K -49 -1%
74 75
76
77 78