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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
OLA
551
Oliver Luxxe Assets
New Jersey
$3.84M +$113K +2,636 +3%
AF
552
Apexium Financial
Texas
$3.84M +$4.1M +95,539 New
BF
553
BOK Financial
Oklahoma
$3.84M -$2.29M -53,357 -36%
ECM
554
Elgethun Capital Management
South Dakota
$3.84M +$9.92K +231 +0.2%
TCM
555
Twin Capital Management
Pennsylvania
$3.83M -$34.6K -805 -0.8%
ACM
556
AlphaCrest Capital Management
New York
$3.78M +$1.8M +41,949 +81%
SI
557
Stephens Inc
Arkansas
$3.72M -$7.43M -172,980 -65%
CWM
558
Concentric Wealth Management
California
$3.71M +$35.7K +831 +0.9%
MCM
559
MAI Capital Management
Ohio
$3.69M +$1.09M +25,415 +38%
WFC
560
Western Financial Corp
California
$3.68M
CCM
561
Covington Capital Management
California
$3.66M -$24.4K -567 -0.6%
CK
562
Cohen Klingenstein
New York
$3.66M
PAG
563
Private Advisory Group
Washington
$3.65M -$1.9M -44,176 -33%
HCM
564
Hodges Capital Management
Texas
$3.63M -$4.95M -115,238 -56%
MCM
565
Mill Capital Management
North Carolina
$3.63M -$5.54M -128,923 -59%
MAM
566
Madison Asset Management
Wisconsin
$3.58M -$51.6K -1,201 -1%
GIM
567
Goelzer Investment Management
Indiana
$3.58M +$416K +9,682 +12%
WP
568
Waycross Partners
Kentucky
$3.54M +$3.79M +88,149 New
GFA
569
Gifford Fong Associates
California
$3.54M
AA
570
Altrafin AG
$3.53M +$430K +10,000 +13%
CIC
571
Cornercap Investment Counsel
Georgia
$3.52M -$192K -4,463 -5%
AWS
572
Atria Wealth Solutions
New York
$3.51M +$1.65M +38,388 +78%
GCAC
573
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.51M +$235K +5,475 +7%
WAS
574
Wesleyan Assurance Society
United Kingdom
$3.48M
RFC
575
Regions Financial Corp
Alabama
$3.46M -$18.8K -438 -0.5%

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.