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Wells Fargo
WFC

Overview Fund Activity

2,061 hedge funds and large institutions have $135B invested in Wells Fargo in 2021 Q4 according to their latest regulatory filings, with 302 funds opening new positions, 677 increasing their positions, 803 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,061
Holders Change
+163
Holders Change %
+8.59%
% of All Funds
31.83%
Holding in Top 10
92
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.17%
% of All Funds
1.42%
New
302
Increased
677
Reduced
803
Closed
107
Calls
$3.15B
Puts
$4.35B
Net Calls
-$1.2B
Net Calls Change
-$907M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.49B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.24B
3
Millennium Management
3
Millennium Management
New York
$362M
4
Citadel Advisors
4
Citadel Advisors
Florida
$346M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$648M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.12B
2
BlackRock
2
BlackRock
New York
$13.5B
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$961M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$15.6B
5
Dodge & Cox
5
Dodge & Cox
California
$6.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
2051
Cribstone Capital Management
Maine
$2K – – –
YAL
2052
Your Advocates Ltd
Texas
$2K +$2K +50 New
VRM
2053
Vectors Research Management
New York
$1K -$1K -25 -50%
TFA
2054
Toth Financial Advisory
Virginia
$1K – – –
AWMS
2055
Advocacy Wealth Management Services
Georgia
$1K – – –
LAS
2056
Lloyd Advisory Services
Georgia
$1K – – –
DI
2057
Disciplined Investments
Oklahoma
$1K – – –
LWM
2058
Liberty Wealth Management
California
$589 -$5 -103 -0.8%
CP
2059
Castleview Partners
Texas
$401 +$401 +19,239 New
FHC
2060
First Heartland Consultants
Missouri
$255 -$13 -264 -5%
FFG
2061
Ford Financial Group
California
$37 +$37 +775 New
WIM
2062
Westside Investment Management
California
$14 – – –
CWM
2063
CIBC World Markets
New York
– -$235M -5,060,939 Closed
ACI
2064
AMP Capital Investors
Australia
– -$71.3M -1,535,272 Closed
VPI
2065
Value Partners Investments
Manitoba, Canada
– -$48.1M -1,041,886 Closed
RCM
2066
Redwood Capital Management
New York
– -$15.1M -325,520 Closed
Voloridge Investment Management
2067
Voloridge Investment Management
Florida
– -$9.77M -210,459 Closed
Group One Trading
2068
Group One Trading
Illinois
– -$9.37M -201,848 Closed
AIM
2069
Achmea Investment Management
Netherlands
– -$8.87M -191,014 Closed
SFI
2070
Sonic Fund II
Hawaii
– -$7.36M -158,574 Closed
Tudor Investment Corp
2071
Tudor Investment Corp
Connecticut
– -$6.96M -149,920 Closed
TIAM
2072
TT International Asset Management
United Kingdom
– -$6.39M -137,666 Closed
CCM
2073
Cinctive Capital Management
New York
– -$5.19M -111,751 Closed
CCM
2074
Callodine Capital Management
Massachusetts
– -$4.41M -95,000 Closed
OIM
2075
Opus Investment Management
Massachusetts
– -$3.46M -74,500 Closed
81 82
83
84 85