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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 %
CFN
1976
Cordasco Financial Network
Florida
$73K – – –
EBA
1977
Eagle Bay Advisors
New York
$72K -$24.3K -502 -25%
BWS
1978
BCR Wealth Strategies
Alabama
$72K – – –
UIA
1979
Ulland Investment Advisors
Minnesota
$70K – – –
AIM
1980
Arcadia Investment Management
Michigan
$69K -$144K -2,968 -68%
VCM
1981
Versant Capital Management
Arizona
$68K +$917 +19 +1%
SIC
1982
SJS Investment Consulting
Ohio
$66K +$6.06K +126 +10%
FC
1983
Family CFO
California
$65K – – –
BAM
1984
Bellevue Asset Management
Washington
$64K -$16.1K -331 -20%
SGAM
1985
Smith Group Asset Management
Texas
$64K -$4.35K -90 -6%
EIP
1986
Ellis Investment Partners
Pennsylvania
$64K – – –
AWM
1987
Accel Wealth Management
Iowa
$64K +$341 +7 +0.5%
LWP
1988
Lumature Wealth Partners
Georgia
$63K – – –
HWA
1989
Heritage Wealth Advisors
Virginia
$63K – – –
JMF
1990
Johnson Midwest Financial
Iowa
$63K +$291 +6 +0.5%
PP
1991
Pacifica Partners
Canada
$62K -$3.15K -60 -5%
CWM
1992
Cranbrook Wealth Management
Michigan
$62K – – –
MGIM
1993
M&G Investment Management
United Kingdom
$61.3K -$11.5K -238,848 -16%
RA
1994
Rise Advisors
New York
$61K +$288 +6 +0.5%
FAM
1995
Fred Alger Management
New York
$60K -$2.55M -52,802 -98%
MS
1996
Mizuho Securities
Japan
$60K +$10.7K +221 +22%
BONH
1997
Bank of New Hampshire
New Hampshire
$59K +$59K +1,220 New
ME
1998
McIlrath & Eck
Washington
$58K – – –
DWA
1999
Dougherty Wealth Advisers
Minnesota
$58K – – –
HNWAG
2000
High Net Worth Advisory Group
Florida
$57K – – –
78 79
80
81 82