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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 %
TW
1951
Towerpoint Wealth
California
$92K – – –
HIM
1952
Hillsdale Investment Management
Ontario, Canada
$92K +$53.1K +1,090 +136%
EWM
1953
Endurance Wealth Management
Rhode Island
$91K – – –
JGIA
1954
Jackson Grant Investment Advisers
Connecticut
$90K +$90K +1,851 New
TIM
1955
Tevis Investment Management
Texas
$89K +$37.6K +772 +73%
GCM
1956
Gables Capital Management
Florida
$87K – – –
FCMT
1957
Founders Capital Management (Texas)
Texas
$87K – – –
IAIM
1958
Industrial Alliance Investment Management
Quebec, Canada
$87K +$30.8K +637 +55%
FMTCOCP
1959
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$86K – – –
PWC
1960
PYA Waltman Capital
Tennessee
$86K – – –
ATC
1961
Adirondack Trust Company
New York
$86K +$5.32K +110 +7%
EARNEST Partners
1962
EARNEST Partners
Georgia
$85K – – –
VCM
1963
Vigilant Capital Management
Maine
$84K -$131K -2,700 -61%
WAS
1964
Winch Advisory Services
Wisconsin
$84K -$37.1K -765 -31%
GWSG
1965
GPS Wealth Strategies Group
Colorado
$84K -$6.27K -130 -7%
PH
1966
Pinnacle Holdings
Oklahoma
$83.9K +$83.9K +1,732 New
MW
1967
Milestone Wealth
New York
$83K – – –
FFA
1968
Freedman Financial Associates
Massachusetts
$81K – – –
Macquarie Group
1969
Macquarie Group
Australia
$80.9K +$4.63K +95,574 +6%
CTB
1970
Country Trust Bank
Illinois
$80K -$7.07K -146 -8%
CWM
1971
Curi Wealth Management
North Carolina
$80K +$62.5K +1,300 +356%
SSG
1972
Summit Securities Group
New York
$77K -$24.8M -512,826 -100%
BCMLT
1973
Beacon Capital Management LLC (Tennessee)
Tennessee
$77K +$77K +1,573 New
PAG
1974
Paladin Advisory Group
Iowa
$76K +$76K +1,578 New
IRAG
1975
Investment Research & Advisory Group
Georgia
$74K +$5.84K +120 +9%
77 78
79
80 81