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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
GIM
451
Grassi Investment Management
California
$8.05M +$72.4K +1,352 +0.8%
SA
452
Sicart Associates
New York
$8.05M -$520K -9,720 -6%
Vontobel Holding
453
Vontobel Holding
Switzerland
$8.02M +$1.13M +21,109 +15%
HCM
454
Harspring Capital Management
New York
$8M -$1.87M -35,000 -18%
HCMT
455
Highland Capital Management (Tennessee)
Tennessee
$7.95M +$152K +2,832 +2%
DY
456
Dowling & Yahnke
California
$7.91M -$633K -11,828 -7%
PFPT
457
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.78M +$17.2K +322 +0.2%
DWT
458
Dorsey & Whitney Trust
South Dakota
$7.73M -$144K -2,695 -2%
MFS
459
Mirabella Financial Services
United Kingdom
$7.71M +$5.03M +93,899 +156%
NB
460
Norinchukin Bank
Japan
$7.52M +$1.32M +24,576 +19%
NLGIA
461
Nippon Life Global Investors Americas
New York
$7.5M -$197K -3,680 -2%
PL
462
Parkwood LLC
Ohio
$7.5M -$826K -15,436 -9%
NMIMC
463
Northwestern Mutual Investment Management Company
Wisconsin
$7.49M -$1.33M -24,808 -14%
BF
464
BOK Financial
Oklahoma
$7.47M -$640K -11,951 -7%
CA
465
CSM Advisors
Pennsylvania
$7.45M -$1.98M -37,080 -19%
CP
466
Clayton Partners
California
$7.44M -$3.56M -66,480 -30%
PCM
467
Poehling Capital Management
Wisconsin
$7.37M +$8.35K +156 +0.1%
CM
468
Crestline Management
Texas
$7.37M +$1.45M +27,000 +22%
AAA
469
Adams Asset Advisors
Texas
$7.36M -$207K -3,871 -2%
GG
470
Gofen & Glossberg
Illinois
$7.36M -$359K -6,713 -4%
RBA
471
Richard Bernstein Advisors
New York
$7.31M
FTC
472
Farmers Trust Company
Ohio
$7.29M -$271K -5,067 -3%
CAN
473
Cetera Advisor Networks
California
$7.28M -$443K -8,283 -5%
ACI
474
Alpha Cubed Investments
California
$7.26M +$961K +17,960 +14%
SCM
475
SKBA Capital Management
California
$7.26M +$8.02M +149,800 New

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.