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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
PGFC
576
Peapack-Gladstone Financial Corp
New Jersey
$3.45M -$55.5K -1,291 -1%
WDC
577
Woodward Diversified Capital
California
$3.43M -$3.95K -92 -0.1%
FP
578
Factorial Partners
New York
$3.42M +$94.5K +2,200 +3%
IAA
579
Independent Advisor Alliance
North Carolina
$3.4M -$109K -2,544 -3%
FT
580
Fiduciary Trust
Massachusetts
$3.39M -$132K -3,084 -4%
CCP
581
Corient Capital Partners
California
$3.38M
D.E. Shaw & Co
582
D.E. Shaw & Co
New York
$3.37M -$22.8M -530,742 -86%
BIP
583
Bouvel Investment Partners
Pennsylvania
$3.36M +$85.2K +1,984 +2%
COI
584
Connable Office Inc
Michigan
$3.33M -$85K -1,978 -2%
SPC
585
Sigma Planning Corp
Michigan
$3.32M +$13K +302 +0.4%
SW
586
SVB Wealth
Massachusetts
$3.31M +$1.15M +26,654 +48%
RIM
587
Redpoint Investment Management
Australia
$3.29M -$820K -19,092 -19%
Bessemer Group
588
Bessemer Group
New Jersey
$3.27M +$105K +2,452 +3%
IA
589
IFP Advisors
Florida
$3.25M +$256K +5,956 +10%
SAM
590
Shell Asset Management
Netherlands
$3.25M -$901K -20,974 -21%
WCM
591
Weik Capital Management
Pennsylvania
$3.23M -$72K -1,675 -2%
BRWA
592
B. Riley Wealth Advisors
Florida
$3.21M +$445K +10,361 +15%
PAM
593
Paradigm Asset Management
New York
$3.2M -$64.4K -1,500 -2%
PFS
594
Prospera Financial Services
Texas
$3.19M -$147K -3,426 -4%
TCA
595
Transcend Capital Advisors
New Jersey
$3.17M +$55.2K +1,285 +2%
EIP
596
Easterly Investment Partners
Massachusetts
$3.17M -$11.7K -272 -0.3%
Wolverine Trading
597
Wolverine Trading
Illinois
$3.15M -$7.07M -164,600 -68%
NSEDCP
598
NJ State Employees Deferred Compensation Plan
New Jersey
$3.1M
Renaissance Technologies
599
Renaissance Technologies
New York
$3.07M -$165M -3,842,000 -98%
BFS
600
Bradley Foster & Sargent
Connecticut
$3.07M -$65.5K -1,525 -2%

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.