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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
BBHC
626
Brown Brothers Harriman & Co
New York
$2.7M -$639K -14,883 -18%
MC
627
Moors & Cabot
Massachusetts
$2.69M +$364K +8,475 +14%
5L
628
55I LLC
Massachusetts
$2.69M +$2.4M +55,809 +510%
PI
629
PEAK6 Investments
Illinois
$2.68M -$8.27M -192,529 -74%
HV
630
HST Ventures
Utah
$2.67M +$2.86M +66,483 New
JG
631
Jefferies Group
New York
$2.67M +$2.58M +60,038 +939%
HNB
632
Huntington National Bank
Ohio
$2.67M +$127K +2,951 +5%
CRC
633
Curi RMB Capital
Illinois
$2.67M
ATC
634
Argent Trust Co
Tennessee
$2.66M -$38.3K -891 -1%
FA
635
FDx Advisors
Illinois
$2.62M +$674K +15,683 +32%
LBC
636
Lowe Brockenbrough & Co
Virginia
$2.61M
WJWM
637
Williams Jones Wealth Management
New York
$2.6M +$40.3K +937 +1%
FNBSF
638
First National Bank Sioux Falls
South Dakota
$2.6M +$1.71M +39,796 +160%
PBT
639
Pictet Bank & Trust
Bahamas
$2.6M -$1.34M -31,087 -32%
PCTC
640
Perkins Coie Trust Company
Washington
$2.59M +$31.8K +741 +1%
LDB
641
Lee, Danner & Bass
Tennessee
$2.58M +$4.94K +115 +0.2%
PPW
642
Parcion Private Wealth
Washington
$2.58M -$9.41K -219 -0.3%
GIP
643
Granite Investment Partners
California
$2.57M -$352K -8,186 -11%
OPPTF
644
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.56M +$57.1K +1,330 +2%
ICM
645
IMS Capital Management
Oregon
$2.55M +$15.5K +360 +0.6%
MIAN
646
Mariner Independent Advisor Network
Kansas
$2.54M -$41.4K -964 -2%
RWM
647
Ritholtz Wealth Management
New York
$2.54M +$1.41M +32,879 +108%
USCWA
648
U.S. Capital Wealth Advisors
Texas
$2.54M -$82.2K -1,913 -3%
IGWM
649
ICA Group Wealth Management
Colorado
$2.53M +$430K +10,018 +19%
CIA
650
Capital Investment Advisors
Georgia
$2.51M +$10.2K +237 +0.4%

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.