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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
PVH
476
Psagot Value Holdings
Israel
$5.46M +$915K +21,290 +19%
PA
477
Pinnacle Associates
New York
$5.44M +$230K +5,349 +4%
ECM
478
Estabrook Capital Management
New York
$5.43M -$44.3K -1,032 -0.8%
CM
479
Castleark Management
Illinois
$5.42M
TI
480
tru Independence
Oregon
$5.42M -$7.09K -165 -0.1%
GLA
481
Great Lakes Advisors
Illinois
$5.41M -$2.92M -67,979 -34%
AIM
482
ARGA Investment Management
Connecticut
$5.39M +$186K +4,339 +3%
BBI
483
Baxter Bros Inc
Connecticut
$5.39M +$1.06M +24,652 +23%
IFAM
484
Institutional & Family Asset Management
Colorado
$5.33M +$114K +2,643 +2%
AIP
485
Ameritas Investment Partners
Nebraska
$5.3M +$16.7K +388 +0.3%
RBA
486
Richard Bernstein Advisors
New York
$5.3M -$820K -19,076 -13%
SG Americas Securities
487
SG Americas Securities
New York
$5.28M +$2.42M +56,428 +75%
RCC
488
Red Cedar Capital
Nebraska
$5.2M +$1.89K +44 +0%
UCI
489
Uncommon Cents Investing
Wisconsin
$5.12M -$69.4K -1,615 -1%
SFA
490
Semmax Financial Advisors
North Carolina
$5.07M -$73.4K -1,708 -2%
BPA
491
Beacon Pointe Advisors
California
$5.06M -$384K -8,935 -7%
NLGIA
492
Nippon Life Global Investors Americas
New York
$5.01M -$3.21M -74,650 -37%
SFS
493
Sowell Financial Services
Arkansas
$5.01M +$239K +5,573 +5%
Group One Trading
494
Group One Trading
Illinois
$4.94M -$4.31M -100,329 -45%
TPCW
495
TD Private Client Wealth
New York
$4.89M +$251K +5,840 +5%
CTA
496
Chesley Taft & Associates
Illinois
$4.86M -$112K -2,610 -2%
Fayez Sarofim & Co
497
Fayez Sarofim & Co
Texas
$4.86M +$1.03K +24 +0%
RGI
498
River Global Investors
United Kingdom
$4.85M +$64K +1,490 +1%
EWA
499
EP Wealth Advisors
California
$4.84M +$146K +3,394 +3%
HCM
500
Harspring Capital Management
New York
$4.83M

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.