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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
PMG
476
Private Management Group
California
$7.23M -$6.58M -122,973 -45%
BMSSC
477
B. Metzler seel. Sohn & Co
Germany
$7.21M -$184K -3,434 -2%
BFG
478
Beacon Financial Group
Texas
$7.11M +$378K +7,064 +5%
BBVA
479
Banco Bilbao Vizcaya Argentaria
Spain
$7.03M +$2.25M +42,003 +41%
ACL
480
Azora Capital LP
Florida
$6.95M +$7.68M +143,507 New
PHK
481
Point72 Hong Kong
Hong Kong
$6.86M +$1.21M +22,666 +19%
NAM
482
NorthCrest Asset Manangement
Minnesota
$6.79M +$860K +16,060 +13%
FFA
483
Fragasso Financial Advisors
Pennsylvania
$6.75M -$484K -9,046 -6%
OC
484
Optimas Capital
Hong Kong
$6.74M +$6.31M +117,875 +558%
ECM
485
Estabrook Capital Management
New York
$6.72M -$123K -2,305 -2%
BTWM
486
Baker Tilly Wealth Management
Wisconsin
$6.72M +$7.6K +142 +0.1%
RGI
487
River Global Investors
United Kingdom
$6.68M -$596K -11,138 -7%
MA
488
Montag & Associates
Georgia
$6.68M -$501K -9,363 -6%
AI
489
Atria Investments
North Carolina
$6.63M +$886K +16,546 +14%
PIM
490
Perpetual Investment Management
Australia
$6.62M +$139K +2,596 +2%
IPAM
491
ICICI Prudential Asset Management
India
$6.59M -$861K -16,082 -11%
BG
492
Bahl & Gaynor
Ohio
$6.57M -$658K -12,285 -8%
CM
493
Castleark Management
Illinois
$6.53M
DWM
494
Dorchester Wealth Management
Quebec, Canada
$6.5M -$68.3K -1,277 -1%
KIG
495
Kessler Investment Group
Indiana
$6.47M +$66.2K +1,237 +0.9%
WT
496
Whittier Trust
California
$6.47M -$2.35K -44 -0%
BCM
497
Blume Capital Management
California
$6.43M -$342K -6,391 -5%
AIP
498
Ameritas Investment Partners
Nebraska
$6.43M -$90.6K -1,692 -1%
GCM
499
Gibraltar Capital Management
Oklahoma
$6.41M -$181K -3,384 -2%
TI
500
tru Independence
Oregon
$6.37M +$665K +12,426 +10%

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.