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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
MHIC
526
Marble Harbor Investment Counsel
Massachusetts
$4.12M -$146K -3,400 -3%
WAM
527
Winslow Asset Management
Ohio
$4.12M -$89.6K -2,085 -2%
ESBC
528
E.S. Barr & Co
Kentucky
$4.12M -$27.9K -650 -0.6%
UAM
529
Unison Asset Management
Florida
$4.1M +$297K +6,908 +7%
SCM
530
Shelton Capital Management
Colorado
$4.1M -$123K -2,857 -3%
HRC
531
Hoertkorn Richard Charles
$4.1M +$108K +2,504 +3%
SAM
532
Sompo Asset Management
Japan
$4.08M +$165K +3,840 +4%
BG
533
Bahl & Gaynor
Ohio
$4.06M -$1.93M -44,859 -31%
PP
534
Prudential plc
United Kingdom
$4.05M +$462K +10,742 +12%
RA
535
RFG Advisory
Alabama
$4.04M -$4.6K -107 -0.1%
CFLC
536
California First Leasing Corp
California
$4.04M
NC
537
Naman Capital
Brazil
$4.02M
RC
538
RBF Capital
California
$4.02M
API
539
Advisor Partners II
California
$4.02M +$4.29M +99,957 New
AAS
540
Avantax Advisory Services
Texas
$3.96M +$175K +4,072 +4%
BCM
541
Brookmont Capital Management
Texas
$3.95M +$247K +5,750 +6%
FNFDCM
542
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.92M -$40.3K -939 -1%
CAM
543
Cresset Asset Management
Illinois
$3.91M +$590K +13,739 +16%
EF
544
Empirical Finance
Pennsylvania
$3.91M +$642K +14,949 +18%
TF
545
TIAA FSB
Florida
$3.89M -$173K -4,030 -4%
CFB
546
Cullen/Frost Bankers
Texas
$3.89M -$115K -2,675 -3%
HI
547
Hoey Investments
Pennsylvania
$3.89M +$1.44M +33,614 +53%
Assenagon Asset Management
548
Assenagon Asset Management
Luxembourg
$3.88M +$2.81M +65,309 +210%
WS
549
Wedbush Securities
California
$3.88M +$61.9K +1,440 +2%
SWP
550
Stratos Wealth Partners
Ohio
$3.85M -$1.66M -38,669 -29%

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.