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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 %
OCM
2051
Orion Capital Management
California
$19K – – –
PAI
2052
Pittenger & Anderson Inc
Nebraska
$19K – – –
TIM
2053
Tortoise Investment Management
New York
$19K – – –
CFFP
2054
Center for Financial Planning
Michigan
$19K – – –
PCH
2055
Polar Capital Holdings
United Kingdom
$18.7K +$7.41K +152,947 +66%
AIP
2056
Ahrens Investment Partners
Louisiana
$18K -$6.73K -138 -27%
CAL
2057
Capital Advisors Ltd
Ohio
$18K – – –
SCA
2058
Stuart Chaussee & Associates
California
$18K – – –
TFP
2059
Tilia Fiduciary Partners
North Carolina
$18K +$18K +375 New
HF
2060
Halpern Financial
Virginia
$17.8K – – –
SC
2061
Stephens Consulting
Michigan
$17.2K – – –
AFIA
2062
America First Investment Advisors
Nebraska
$17K – – –
NOI
2063
Newton One Investments
Delaware
$17K – – –
CI
2064
Carroll Investors
South Carolina
$17K – – –
MIM
2065
Meridiem Investment Management
United Kingdom
$17K +$17K +350 New
HA
2066
Herold Advisors
New York
$17K +$17K +350 New
CCS
2067
Crosspoint Capital Strategies
California
$16K +$16K +340 New
PP
2068
PFS Partners
New Jersey
$15.1K – – –
TFM
2069
TFC Financial Management
Massachusetts
$15K – – –
ANBT
2070
American National Bank & Trust
Texas
$15K +$12.5K +252 +504%
M
2071
MOTCO
Texas
$14K -$15.7K -316 -53%
SIAP
2072
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K +$48 +1 +0.3%
MSFP
2073
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
MIM
2074
Macroview Investment Management
Maryland
$13K +$13K +261 New
CI
2075
Cordant Inc
Oregon
$13K +$13K +276 New
81 82
83
84 85