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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
RC
576
RBF Capital
California
$4.85M
AAS
577
Avantax Advisory Services
Texas
$4.84M +$1.83M +34,274 +52%
VIG
578
Vienna Insurance Group
Poland
$4.82M
PBT
579
Pictet Bank & Trust
Bahamas
$4.76M -$129K -2,405 -2%
SFA
580
Semmax Financial Advisors
North Carolina
$4.75M +$297K +5,540 +6%
SCM
581
Shelton Capital Management
Colorado
$4.74M -$2.6M -48,597 -33%
AC
582
Asio Capital
Kentucky
$4.73M +$308K +5,760 +6%
SAM
583
Sompo Asset Management
Japan
$4.71M -$348K -6,510 -6%
BIG
584
Boothe Investment Group
Delaware
$4.7M -$3.47M -64,811 -40%
WS
585
Wedbush Securities
California
$4.65M +$23.9K +447 +0.5%
AP
586
Advisor Partners
California
$4.63M +$463K +8,642 +10%
LFCM
587
Long Focus Capital Management
Puerto Rico
$4.6M
MIFH
588
Migdal Insurance & Financial Holdings
Israel
$4.56M +$442K +8,263 +10%
BCM
589
Brookmont Capital Management
Texas
$4.53M -$38.5K -719 -0.8%
CCM
590
Covington Capital Management
California
$4.53M -$1.28M -23,956 -20%
BCM
591
BTC Capital Management
Iowa
$4.52M +$4.98M +93,132 New
WP
592
WealthPLAN Partners
Nebraska
$4.49M -$9.73M -181,874 -64%
WIM
593
WealthPlan Investment Management
Nebraska
$4.49M +$5.51M +102,857 New
ECM
594
Elgethun Capital Management
South Dakota
$4.48M +$115K +2,157 +2%
FT
595
Fiduciary Trust
Massachusetts
$4.45M -$169K -3,160 -3%
WFC
596
Western Financial Corp
California
$4.44M +$3.21K +60 +0.1%
GWM
597
Geneos Wealth Management
Colorado
$4.42M -$4.41M -82,376 -47%
PI
598
Putnam Investments
Massachusetts
$4.42M +$3.98M +74,350 +441%
IAA
599
Independent Advisor Alliance
North Carolina
$4.42M +$1.89M +35,388 +63%
KWM
600
Kingsview Wealth Management
Oregon
$4.42M +$534K +9,973 +12%

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.