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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
CK
601
Cohen Klingenstein
New York
$4.41M
OLA
602
Oliver Luxxe Assets
New Jersey
$4.37M +$23.9K +447 +0.5%
NC
603
Naman Capital
Brazil
$4.36M
CWM
604
Concentric Wealth Management
California
$4.36M -$50.3K -940 -1%
GGHC
605
Gilder Gagnon Howe & Co
New York
$4.36M +$4.81M +89,873 New
Cerity Partners
606
Cerity Partners
New York
$4.35M +$4.5M +84,031 +1,454%
NC
607
NBW Capital
Massachusetts
$4.33M +$4.78M +89,353 New
DCM
608
Dupont Capital Management
Delaware
$4.31M +$3.12M +58,328 +191%
JWM
609
Jupiter Wealth Management
Colorado
$4.29M
GFA
610
Gifford Fong Associates
California
$4.27M
SPC
611
Sigma Planning Corp
Michigan
$4.23M +$311K +5,810 +7%
RA
612
RFG Advisory
Alabama
$4.21M +$31.5K +588 +0.7%
TCM
613
Twin Capital Management
Pennsylvania
$4.21M +$944K +17,633 +25%
LFAS
614
Level Four Advisory Services
Texas
$4.2M +$163K +3,042 +4%
WDC
615
Woodward Diversified Capital
California
$4.2M -$35.1K -656 -0.8%
UAM
616
Unison Asset Management
Florida
$4.19M
WAS
617
Wesleyan Assurance Society
United Kingdom
$4.19M
RFC
618
Regions Financial Corp
Alabama
$4.13M +$651K +12,168 +17%
GIM
619
Goelzer Investment Management
Indiana
$4.13M -$411K -7,683 -8%
PAA
620
Peregrine Asset Advisers
Oregon
$4.1M -$17.2K -322 -0.4%
PGFC
621
Peapack-Gladstone Financial Corp
New Jersey
$4.09M -$1.26M -23,563 -22%
BBHC
622
Brown Brothers Harriman & Co
New York
$4.07M +$6.1K +114 +0.1%
PB
623
Pinnacle Bancorp
Nebraska
$4.04M +$13.8K +258 +0.3%
APA
624
American Portfolios Advisors
New York
$4.01M +$66.8K +1,248 +2%
CIC
625
Cornercap Investment Counsel
Georgia
$4.01M +$518K +9,686 +13%

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.