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Wells Fargo

1,961 hedge funds and large institutions have $112B invested in Wells Fargo in 2022 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 777 increasing their positions, 760 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 7079 (+9)

4% more capital invested

Capital invested by funds: $108B → $112B (+$4.21B)

2% more repeat investments, than reductions

Existing positions increased: 777 | Existing positions reduced: 760

0.83% more ownership

Funds ownership: 73.16%73.99% (+0.83%)

7% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 118

2% less funds holding

Funds holding: 1,9931,961 (-32)

32% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $3.26B

Holders
1,961
Holders Change
-32
Holders Change %
-1.61%
% of All Funds
33.78%
Holding in Top 10
79
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.86%
% of All Funds
1.36%
New
110
Increased
777
Reduced
760
Closed
118
Calls
$2.23B
Puts
$3.26B
Net Calls
-$1.03B
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
376
MML Investors Services
Massachusetts
$9.78M +$882K +20,529 +9%
Brown Advisory
377
Brown Advisory
Maryland
$9.77M +$311K +7,244 +3%
LSERS
378
Louisiana State Employees Retirement System
Louisiana
$9.76M +$116K +2,700 +1%
GAM
379
Griffin Asset Management
New York
$9.75M -$21.3K -496 -0.2%
QI
380
QV Investors
Alberta, Canada
$9.66M -$413K -9,610 -4%
BS
381
Banco Santander
Spain
$9.5M +$17.2K +400 +0.2%
NB
382
Norinchukin Bank
Japan
$9.44M +$1.24M +28,777 +14%
FAT
383
First American Trust
California
$9.35M +$601 +14 +0%
DADC
384
D.A. Davidson & Co
Montana
$9.29M +$59.2K +1,377 +0.6%
TSW
385
Thompson Siegel & Walmsley
Virginia
$9.28M +$5.97K +139 +0.1%
SIA
386
Sit Investment Associates
Minnesota
$9.2M +$2.25M +52,300 +30%
SCM
387
SKBA Capital Management
California
$9.16M -$38.7K -900 -0.4%
HCM
388
Hillman Capital Management
Maryland
$9.14M +$117K +2,713 +1%
MLICM
389
Metropolitan Life Insurance Company (MetLife)
New York
$9.08M -$106K -2,476 -1%
CGH
390
Crossmark Global Holdings
Texas
$9.05M -$2.11M -49,033 -18%
KAS
391
Kestra Advisory Services
Texas
$8.94M +$961K +22,369 +11%
FHB
392
First Hawaiian Bank
Hawaii
$8.75M -$19.7K -458 -0.2%
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$8.68M -$4.3M -100,147 -32%
RC
394
RegentAtlantic Capital
New Jersey
$8.64M +$4.76M +110,815 +107%
CWM
395
Calamos Wealth Management
Illinois
$8.45M +$283K +6,588 +3%
EGA
396
Eagle Global Advisors
Texas
$8.18M -$64K -1,489 -0.7%
CB
397
Commerce Bank
Missouri
$8.08M +$240K +5,597 +3%
MG
398
Markel Group
Virginia
$8.06M +$215K +5,000 +3%
JCP
399
Jennifer C. Price
$8.04M
LC
400
Loews Corp
New York
$8.04M

WFC Hedge Fund Activity: Q3 2022 in Review

1,961 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2022, worth a combined $112B — up 3.9% from $108B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of WFC and 110 opened new positions — a net loss of 8 holders — while 760 trimmed existing stakes and 777 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $784M. The largest seller was Altshuler Shaham, cutting an estimated $365M.

  • 1,961 institutional investors held Wells Fargo (WFC) as of Q3 2022, down from 1,993 in Q2 2022.
  • Funds reported $112B of Wells Fargo stock for Q3 2022, up 3.9% quarter-over-quarter.
  • 110 funds opened new Wells Fargo positions in Q3 2022 and 118 closed out, a net change of -8 holders.
  • The largest Wells Fargo buyer in Q3 2022 was T. Rowe Price Associates, an estimated $784M added.
  • The largest Wells Fargo seller in Q3 2022 was Altshuler Shaham, an estimated $365M sold.

Based on aggregated 13F filings for Q3 2022.