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Wells Fargo

2,141 hedge funds and large institutions have $155B invested in Wells Fargo in 2022 Q1 according to their latest regulatory filings, with 196 funds opening new positions, 830 increasing their positions, 819 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 104

15% more capital invested

Capital invested by funds: $135B → $155B (+$20.1B)

3% more funds holding

Funds holding: 2,0742,141 (+67)

1.73% more ownership

Funds ownership: 70.61%72.34% (+1.7%)

1% more repeat investments, than reductions

Existing positions increased: 830 | Existing positions reduced: 819

10% less funds holding in top 10

Funds holding in top 10: 9283 (-9)

28% less call options, than puts

Call options by funds: $2.9B | Put options by funds: $4.02B

Holders
2,141
Holders Change
+67
Holders Change %
+3.23%
% of All Funds
33.76%
Holding in Top 10
83
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.78%
% of All Funds
1.31%
New
196
Increased
830
Reduced
819
Closed
104
Calls
$2.9B
Puts
$4.02B
Net Calls
-$1.13B
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BSA
326
Braun Stacey Associates
New York
$18.1M +$19.9M +372,511 New
SBWIC
327
Schaper Benz & Wise Investment Counsel
Wisconsin
$17.6M -$22.7K -425 -0.1%
BCM
328
Bridgeway Capital Management
Texas
$17.6M -$11.8M -220,150 -38%
Schroder Investment Management Group
329
Schroder Investment Management Group
United Kingdom
$17.5M +$2.04M +38,189 +12%
DAM
330
Davis Asset Management
California
$17.2M
NRCM
331
North Reef Capital Management
California
$17.2M +$1.89M +35,266 +11%
Group One Trading
332
Group One Trading
Illinois
$16.9M +$18.6M +347,893 New
SAM
333
SP Asset Management
California
$16.7M +$182K +3,401 +1%
UB
334
UMB Bank
Missouri
$16.4M +$910 +17 +0%
OC
335
Oppenheimer & Co
New York
$16.1M +$303K +5,663 +2%
William Blair & Company
336
William Blair & Company
Illinois
$16.1M +$845K +15,787 +5%
HIC
337
Harbor Island Capital
Massachusetts
$15.7M +$13.4K +250 +0.1%
EIP
338
Easterly Investment Partners
Massachusetts
$15.7M +$2.56M +47,880 +17%
MA
339
MUFG Americas
New York
$15.6M -$70K -1,308 -0.4%
Verition Fund Management
340
Verition Fund Management
Connecticut
$15.4M +$6.45M +120,450 +61%
NC
341
Nixon Capital
Texas
$15.4M +$115K +2,156 +0.7%
SAM
342
Securian Asset Management
Minnesota
$15.4M -$677K -12,640 -4%
GIP
343
Greatmark Investment Partners
Georgia
$15.4M +$533K +9,950 +3%
ELC
344
Edgar Lomax Company
Virginia
$15.3M +$16.9M +316,555 New
FCMC
345
Founders Capital Management (Connecticut)
Connecticut
$15.3M -$81.8K -1,529 -0.5%
Connor, Clark & Lunn Investment Management (CC&L)
346
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15M -$15.6M -292,073 -49%
CM
347
Churchill Management
California
$15M +$855K +15,981 +5%
FAT
348
First American Trust
California
$14.9M +$590K +11,032 +4%
PAG
349
Private Advisor Group
New Jersey
$14.8M +$610K +11,400 +4%
FM
350
Freemont Management
Switzerland
$14.8M -$7.2M -134,500 -31%

WFC Hedge Fund Activity: Q1 2022 in Review

2,141 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2022, worth a combined $155B — up 15% from $135B a quarter earlier.

Buyers outnumbered sellers: 196 funds opened new WFC positions and 104 closed out — a net gain of 92 holders — while 830 added to existing stakes and 819 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.23B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.93B.

  • 2,141 institutional investors held Wells Fargo (WFC) as of Q1 2022, up from 2,074 in Q4 2021.
  • Funds reported $155B of Wells Fargo stock for Q1 2022, up 15% quarter-over-quarter.
  • 196 funds opened new Wells Fargo positions in Q1 2022 and 104 closed out, a net change of +92 holders.
  • The largest Wells Fargo buyer in Q1 2022 was Capital World Investors, an estimated $1.23B added.
  • The largest Wells Fargo seller in Q1 2022 was T. Rowe Price Associates, an estimated $1.93B sold.

Based on aggregated 13F filings for Q1 2022.