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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 %
OC
1901
Oakworth Capital
Alabama
$164K -$17.1K -355 -9%
GC
1902
Garde Capital
Washington
$161K +$728 +15 +0.5%
ADL
1903
Asset Dedication LLC
California
$159K +$111K +2,261 +233%
PWMG
1904
Prestige Wealth Management Group
New Jersey
$156K +$630 +13 +0.4%
FMB
1905
Field & Main Bank
Kentucky
$156K +$112K +2,325 +258%
PIA
1906
Powell Investment Advisors
Florida
$154K +$62.6K +1,288 +68%
FAG
1907
Fortitude Advisory Group
Washington
$150K +$5.87K +121 +4%
TAM
1908
Tucker Asset Management
Colorado
$147K +$1.99K +41 +1%
TAIM
1909
TD Ameritrade Investment Management
Nebraska
$146K +$90.1K +1,859 +161%
SWM
1910
Sugarloaf Wealth Management
Georgia
$142K – – –
CAL
1911
Capital Analysts LLC
Pennsylvania
$141K +$6.94K +143 +5%
FF
1912
FourThought Financial
Florida
$140K +$388 +8 +0.3%
CYG
1913
Clean Yield Group
Vermont
$138K – – –
CHC
1914
City Holding Co
West Virginia
$138K – – –
OIA
1915
Optimum Investment Advisors
Illinois
$135K -$9.73K -200 -7%
ODG
1916
O'Dell Group
Ohio
$132K -$28.5K -589 -18%
CCA
1917
Column Capital Advisors
Indiana
$132K -$4.16K -86 -3%
CIR
1918
Clear Investment Research
Georgia
$132K – – –
IA
1919
IndexIQ Advisors
New York
$132K +$50K +1,032 +61%
RTC
1920
Riverview Trust Company
Washington
$129K +$129K +2,669 New
JEST
1921
JTC Employer Solutions Trustee
Jersey
$126K – – –
KFI
1922
Key Financial Inc
Pennsylvania
$126K +$63.9K +1,317 +103%
APW
1923
Acima Private Wealth
Virginia
$125K – – –
CB
1924
CNB Bank
Pennsylvania
$124K -$3K -62 -2%
AP
1925
Arlington Partners
Alabama
$123K +$2.82K +58 +2%
75 76
77
78 79