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Wells Fargo & Co

3 hedge funds and large institutions have $201K invested in Wells Fargo & Co in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

50% more funds holding

Funds holding: 23 (+1)

2.37% less ownership

Funds ownership: 2.4%0.03% (-2.4%)

99% less capital invested

Capital invested by funds: $15M → $201K (-$14.8M)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1
Register Financial Advisors
Georgia
$143K +$148K +6,575 New
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$55.6K +$3.34K +149 +6%
BWAM
3
Boyd Watterson Asset Management
Ohio
$2.17K +$2.24K +100 New
CW
4
Connectus Wealth
Ohio
-$14.9M -660,270 Closed

WFC.PRY Hedge Fund Activity: Q4 2022 in Review

3 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co (WFC.PRY) for Q4 2022, worth a combined $201K — down 99% from $15M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new WFC.PRY positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $3.34K. The largest seller was Connectus Wealth, exiting entirely with an estimated $14.9M sold.

  • 3 institutional investors held Wells Fargo & Co (WFC.PRY) as of Q4 2022, up from 2 in Q3 2022.
  • Funds reported $201K of Wells Fargo & Co stock for Q4 2022, down 99% quarter-over-quarter.
  • 2 funds opened new Wells Fargo & Co positions in Q4 2022 and 1 closed out, a net change of +1 holder.
  • The largest Wells Fargo & Co buyer in Q4 2022 was PNC Financial Services Group, an estimated $3.34K added.
  • The largest Wells Fargo & Co seller in Q4 2022 was Connectus Wealth, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2022.