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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
TSW
376
Thompson Siegel & Walmsley
Virginia
$13.1M -$110K -2,047 -0.8%
CWM
377
Calamos Wealth Management
Illinois
$12.7M +$396K +7,397 +3%
CIBC Private Wealth Group
378
CIBC Private Wealth Group
Georgia
$12.7M +$552K +10,318 +4%
Mercer Global Advisors
379
Mercer Global Advisors
Colorado
$12.5M +$2.85M +53,258 +26%
SMDAM
380
Sumitomo Mitsui DS Asset Management
Japan
$12.4M -$414K -7,728 -3%
MHC
381
Meyer Handelman Company
New York
$12.3M +$13.4K +250 +0.1%
Daiwa Securities Group
382
Daiwa Securities Group
Japan
$12.2M +$506K +9,451 +4%
X
383
Xponance
Pennsylvania
$12.2M -$125K -2,332 -0.9%
MAA
384
Matrix Asset Advisors
New York
$12.2M +$37.9K +709 +0.3%
Wealthfront Advisers
385
Wealthfront Advisers
California
$12.2M -$2.22M -41,448 -14%
LAM
386
Lountzis Asset Management
Pennsylvania
$12.2M -$5.94K -111 -0%
BT
387
Brandywine Trust
Delaware
$12M -$561K -10,486 -4%
KRS
388
Kentucky Retirement Systems
Kentucky
$12M +$517K +9,667 +4%
MTIM
389
Marathon Trading Investment Management
Pennsylvania
$12M +$10.7M +200,127 +426%
LSERS
390
Louisiana State Employees Retirement System
Louisiana
$11.9M -$252K -4,700 -2%
GAM
391
Griffin Asset Management
New York
$11.7M +$104K +1,937 +0.8%
Nomura Holdings
392
Nomura Holdings
Japan
$11.7M -$17.8M -332,294 -58%
IC
393
Inverness Counsel
New York
$11.7M -$625K -11,673 -5%
MLICM
394
Metropolitan Life Insurance Company (MetLife)
New York
$11.6M -$11.6M -216,295 -47%
CCM
395
Channing Capital Management
Illinois
$11.4M -$1.5M -28,095 -11%
TWC
396
TD Waterhouse Canada
Ontario, Canada
$11.3M -$424K -7,915 -4%
KA
397
KLCM Advisors
Wisconsin
$11.3M -$7.54M -140,869 -38%
Brown Advisory
398
Brown Advisory
Maryland
$11.2M -$1.21M -22,515 -9%
MCM
399
Mill Capital Management
North Carolina
$11.1M -$53.3K -996 -0.4%
DADC
400
D.A. Davidson & Co
Montana
$11M -$565K -10,552 -4%

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.