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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
KIA
626
KCM Investment Advisors
California
$3.97M -$256K -4,792 -6%
BIP
627
Bouvel Investment Partners
Pennsylvania
$3.95M +$158K +2,956 +4%
WCM
628
Weik Capital Management
Pennsylvania
$3.95M -$13.4K -250 -0.3%
MPIM
629
McGinn Penninger Investment Management
Virginia
$3.93M -$41.5K -775 -0.9%
ACM
630
AlphaCrest Capital Management
New York
$3.92M -$4.71M -87,985 -52%
IC
631
IEQ Capital
California
$3.92M +$208K +3,881 +5%
BFS
632
Bradley Foster & Sargent
Connecticut
$3.92M +$139K +2,595 +3%
DA
633
DCM Advisors
New York
$3.88M +$269K +5,027 +7%
JSMC
634
Jess S. Morgan & Co
California
$3.85M -$358K -6,680 -8%
CCP
635
Corient Capital Partners
California
$3.82M +$157K +2,931 +4%
EF
636
Empirical Finance
Pennsylvania
$3.79M +$421K +7,869 +11%
WF
637
Welch & Forbes
Massachusetts
$3.79M +$120K +2,251 +3%
TCA
638
Transcend Capital Advisors
New Jersey
$3.77M +$35.6K +665 +0.9%
IMOV
639
Investment Management of Virginia
Virginia
$3.77M +$40.6K +759 +1%
LS
640
Livforsakringsbolaget Skandia
Sweden
$3.76M
Bessemer Group
641
Bessemer Group
New Jersey
$3.75M +$918K +17,153 +28%
SCI
642
S&CO Inc
Massachusetts
$3.74M -$128K -2,400 -3%
NSEDCP
643
NJ State Employees Deferred Compensation Plan
New Jersey
$3.73M
AWA
644
Aaron Wealth Advisors
Illinois
$3.72M +$9.66M +180,465 New
CCA
645
Checchi Capital Advisers
California
$3.72M -$2.09M -38,974 -34%
Capital Fund Management (CFM)
646
Capital Fund Management (CFM)
France
$3.71M -$16.6M -310,540 -80%
BRWA
647
B. Riley Wealth Advisors
Florida
$3.69M +$339K +6,342 +9%
HI
648
Hendershot Investments
Virginia
$3.66M -$179K -3,339 -4%
AWS
649
Atria Wealth Solutions
New York
$3.64M +$4.02M +75,103 New
AS
650
Altshuler Shaham
Israel
$3.63M -$261M -4,881,089 -98%

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.