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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
TC
451
TownSquare Capital
Utah
$6.1M +$648K +15,092 +11%
Man Group
452
Man Group
United Kingdom
$6.09M +$6.51M +151,511 New
PCM
453
Poehling Capital Management
Wisconsin
$6.07M -$12.2K -284 -0.2%
AF
454
Ally Financial
Michigan
$6.03M
SA
455
Sicart Associates
New York
$6.03M -$859K -19,990 -12%
GTCM
456
Gyon Technologies Capital Management
New Jersey
$6M +$2.43M +56,513 +61%
BFG
457
Beacon Financial Group
Texas
$5.99M +$187K +4,349 +3%
CIP
458
Chartwell Investment Partners
Pennsylvania
$5.91M +$169K +3,933 +3%
USAA
459
United Services Automobile Association
Texas
$5.9M +$191K +4,435 +3%
Cerity Partners
460
Cerity Partners
New York
$5.81M +$330K +7,671 +6%
BWM
461
BerganKDV Wealth Management
Minnesota
$5.79M +$1.65M +38,442 +36%
TCM
462
Tufton Capital Management
Maryland
$5.78M -$1.31M -30,536 -18%
MFG
463
Monte Financial Group
Connecticut
$5.72M +$93.6K +2,178 +2%
NA
464
NewEdge Advisors
Louisiana
$5.7M +$419K +9,748 +7%
GCM
465
Gibraltar Capital Management
Oklahoma
$5.69M -$25.2K -586 -0.4%
NMIMC
466
Northwestern Mutual Investment Management Company
Wisconsin
$5.67M -$456K -10,608 -7%
GG
467
Gofen & Glossberg
Illinois
$5.65M -$255K -5,930 -4%
AC
468
Allstate Corporation
Illinois
$5.63M -$55.6K -1,294 -0.9%
BTWM
469
Baker Tilly Wealth Management
Wisconsin
$5.63M +$7.17K +167 +0.1%
CA
470
CSM Advisors
Pennsylvania
$5.6M -$669K -15,575 -10%
IIM
471
Intact Investment Management
Quebec, Canada
$5.59M +$1.38M +32,200 +30%
CP
472
Clayton Partners
California
$5.58M -$631K -14,680 -10%
WT
473
Whittier Trust
California
$5.57M +$160K +3,718 +3%
BCM
474
Blume Capital Management
California
$5.54M +$78.8K +1,835 +1%
KRSITF
475
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.47M +$276K +6,434 +5%

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.