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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 %
T
2001
TCWP
Ohio
$55K +$55K +1,144 New
NC
2002
NewSquare Capital
Pennsylvania
$54K – – –
MWC
2003
MBM Wealth Consultants
Missouri
$54K – – –
CJL
2004
Cyrus J. Lawrence
New York
$53K +$53K +1,100 New
SFG
2005
Steward Financial Group
Texas
$53K +$53K +1,108 New
SPWM
2006
Spartan Planning & Wealth Management
North Carolina
$52K +$52K +1,080 New
AA
2007
Addison Advisors
Vermont
$50K +$19.7K +409 +65%
WAM
2008
Westport Asset Management
Connecticut
$48K – – –
BWL
2009
Bogart Wealth LLC
Virginia
$44K +$2.78K +57 +7%
BAM
2010
Byrne Asset Management
New Jersey
$42K -$11.3K -234 -21%
HS
2011
Horan Securities
United States
$42K +$2.26K +47 +6%
LAS
2012
Lloyd Advisory Services
Georgia
$41K +$40.2K +828 +4,871%
WAM
2013
Worth Asset Management
Texas
$40K +$40K +950 New
CH
2014
Canton Hathaway
Rhode Island
$39K – – –
BWA
2015
BDO Wealth Advisors
Florida
$38K – – –
WPWM
2016
Western Pacific Wealth Management
Illinois
$38K – – –
RA
2017
Rational Advisors
New York
$38K +$13.8K +283 +57%
OSNBOA
2018
Old Second National Bank of Aurora
Illinois
$37K -$1.76K -36 -5%
DAC
2019
Dividend Assets Capital
South Carolina
$36K -$264K -5,510 -88%
SWM
2020
Selective Wealth Management
Virginia
$36K -$9.61K -198 -21%
GAM
2021
Gemmer Asset Management
California
$36K +$3.63K +77 +11%
AA
2022
AlphaMark Advisors
Kentucky
$35K -$3.36K -70 -9%
FCG
2023
Financial Connections Group
California
$35K – – –
PO
2024
Private Ocean
California
$35K +$622 +13 +2%
HDIM
2025
Hanson & Doremus Investment Management
Vermont
$34K +$96 +2 +0.3%
79 80
81
82 83