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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
LM
426
Lincluden Management
Ontario, Canada
$6.79M -$109K -2,540 -1%
CG
427
Cynosure Group
Utah
$6.76M -$322K -7,492 -4%
PIM
428
Perpetual Investment Management
Australia
$6.76M +$624K +14,525 +9%
AI
429
Atria Investments
North Carolina
$6.72M +$1.34M +31,299 +23%
FCH
430
Freestone Capital Holdings
Washington
$6.64M -$414K -9,644 -6%
NAM
431
NorthCrest Asset Manangement
Minnesota
$6.63M +$297K +6,918 +4%
Vontobel Holding
432
Vontobel Holding
Switzerland
$6.62M -$268K -6,241 -4%
DY
433
Dowling & Yahnke
California
$6.53M +$42.3K +984 +0.6%
KA
434
Kerrisdale Advisers
Florida
$6.53M +$2.74M +63,800 +65%
CAN
435
Cetera Advisor Networks
California
$6.51M +$98.1K +2,283 +1%
PMAM
436
Picton Mahoney Asset Management
Ontario, Canada
$6.49M -$347K -8,080 -5%
IC
437
Inverness Counsel
New York
$6.44M -$1M -23,292 -13%
PFO
438
Pathstone Family Office
New Jersey
$6.43M +$5.28M +122,879 +388%
SSG
439
Summit Securities Group
New York
$6.37M +$3.51M +81,775 +107%
DWT
440
Dorsey & Whitney Trust
South Dakota
$6.36M -$135K -3,142 -2%
PI
441
PineBridge Investments
New York
$6.33M -$13M -303,448 -66%
BCM
442
BTC Capital Management
Iowa
$6.29M +$2.16M +50,234 +47%
VPIM
443
Vanguard Personalized Indexing Management
California
$6.24M +$300K +6,984 +5%
MCM
444
Maltese Capital Management
New York
$6.23M -$3.65M -85,000 -35%
SCA
445
Stieven Capital Advisors
Missouri
$6.23M +$6.65M +154,900 New
BC
446
Burney Company
Virginia
$6.21M -$2.21M -51,340 -25%
HCMT
447
Highland Capital Management (Tennessee)
Tennessee
$6.21M -$17.5K -408 -0.3%
CM
448
Capula Management
Cayman Islands
$6.2M +$4.76M +110,685 +255%
BMSSC
449
B. Metzler seel. Sohn & Co
Germany
$6.17M +$449K +10,440 +7%
FFA
450
Fragasso Financial Advisors
Pennsylvania
$6.11M +$228K +5,300 +4%

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.