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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
BWM
551
BerganKDV Wealth Management
Minnesota
$5.11M -$27.3K -510 -0.5%
MHIC
552
Marble Harbor Investment Counsel
Massachusetts
$5.09M +$44.4K +830 +0.8%
FNFDCM
553
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.08M -$109K -2,029 -2%
PTB
554
Pioneer Trust Bank
Oregon
$5.08M -$129K -2,409 -2%
HWM
555
Horizon Wealth Management
Illinois
$5.07M -$232K -4,340 -4%
Wealth Enhancement Advisory Services
556
Wealth Enhancement Advisory Services
Minnesota
$5.04M +$278K +5,194 +5%
RC
557
RegentAtlantic Capital
New Jersey
$5.04M +$217K +4,055 +4%
ASN
558
Advisory Services Network
Georgia
$5M +$18.1K +339 +0.3%
YIH
559
Y-Intercept (HK)
Hong Kong
$4.98M +$694K +12,961 +14%
JF
560
Jump Financial
Illinois
$4.98M +$5.5M +102,692 New
GCAC
561
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.96M +$214K +4,000 +4%
EP
562
Eudaimonia Partners
Tennessee
$4.95M +$5.46M +102,064 New
CHAM
563
Clear Harbor Asset Management
Connecticut
$4.94M -$80.3K -1,500 -1%
Fuller & Thaler Asset Management
564
Fuller & Thaler Asset Management
California
$4.93M +$53.5K +1,000 +1%
HRC
565
Hoertkorn Richard Charles
$4.91M -$289K -5,400 -5%
CFB
566
Cullen/Frost Bankers
Texas
$4.91M -$12.8K -239 -0.2%
CCMT
567
CMT Capital Markets Trading
Germany
$4.91M +$4.55M +84,950 +520%
RIM
568
Redpoint Investment Management
Australia
$4.89M
SWP
569
Stratos Wealth Partners
Ohio
$4.89M +$1.38M +25,694 +34%
SAM
570
Shell Asset Management
Netherlands
$4.89M +$23.4K +437 +0.4%
PA
571
Profund Advisors
Maryland
$4.88M -$581K -10,855 -10%
TAM
572
Tocqueville Asset Management
New York
$4.88M -$3.65M -68,185 -40%
PWM
573
Perigon Wealth Management
California
$4.87M +$186K +3,477 +4%
CFLC
574
California First Leasing Corp
California
$4.87M
BBWA
575
Bell & Brown Wealth Advisors
California
$4.85M +$1.29M +24,176 +32%

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.