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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
IFAM
526
Institutional & Family Asset Management
Colorado
$5.74M +$35.7K +667 +0.6%
MPM
527
Meritage Portfolio Management
Kansas
$5.73M +$38.7K +724 +0.6%
DIA
528
Dana Investment Advisors
Wisconsin
$5.67M -$627K -11,716 -9%
QT
529
Quantbot Technologies
New York
$5.66M +$3.65M +68,287 +141%
TPCW
530
TD Private Client Wealth
New York
$5.62M -$488K -9,126 -7%
IUHSA
531
Itau Unibanco Holding S.A.
Brazil
$5.6M -$1.4M -26,223 -18%
NA
532
NewEdge Advisors
Louisiana
$5.59M +$667K +12,455 +12%
KRSITF
533
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.56M +$560K +10,470 +10%
EWA
534
EP Wealth Advisors
California
$5.54M -$291K -5,431 -5%
PA
535
PFG Advisors
Arizona
$5.52M +$49.6K +926 +0.8%
QOP
536
Quinn Opportunity Partners
Virginia
$5.52M -$3.74M -69,790 -38%
Lido Advisors
537
Lido Advisors
California
$5.5M +$2.38M +44,424 +64%
BBI
538
Baxter Bros Inc
Connecticut
$5.5M -$41.7K -779 -0.7%
BFS
539
Bard Financial Services
Connecticut
$5.5M -$880K -16,450 -13%
MP
540
MSD Partners
New York
$5.44M -$12M -224,650 -67%
ATPW
541
Ashton Thomas Private Wealth
Arizona
$5.43M +$3.19M +59,676 +114%
OPPTF
542
OPSEU Pension Plan Trust Fund
Ontario, Canada
$5.41M +$206K +3,849 +4%
TIM
543
Thompson Investment Management
Wisconsin
$5.33M -$242K -4,527 -4%
ETC
544
Exchange Traded Concepts
Oklahoma
$5.31M +$5.81M +108,644 +12,677%
BS
545
Boenning & Scattergood
Pennsylvania
$5.27M +$1.01M +18,862 +21%
PP
546
Prudential plc
United Kingdom
$5.24M +$5.78M +108,067 New
WAM
547
Winslow Asset Management
Ohio
$5.22M -$26.4K -494 -0.5%
CC
548
Centiva Capital
New York
$5.19M +$3.12M +58,283 +119%
ESBC
549
E.S. Barr & Co
Kentucky
$5.17M -$265K -4,947 -4%
KOCAA
550
Knights of Columbus Asset Advisors
Connecticut
$5.16M +$5.7M +106,417 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.