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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
TI
651
Tidal Investments
Wisconsin
$2.51M +$326K +7,592 +14%
NG
652
NatWest Group
United Kingdom
$2.5M -$2.93M -68,125 -52%
KCM
653
Kanawha Capital Management
Virginia
$2.49M -$130K -3,015 -5%
ACP
654
Ashfield Capital Partners
California
$2.48M
TNA
655
True North Advisors
Texas
$2.46M
ITFISA
656
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.45M -$435K -10,128 -14%
BC
657
Burleson & Co
California
$2.45M -$2.71K -63 -0.1%
CA
658
Cetera Advisors
Colorado
$2.44M -$104K -2,426 -4%
SCA
659
Snowden Capital Advisors
New York
$2.44M +$53.4K +1,244 +2%
VCA
660
Verdence Capital Advisors
Maryland
$2.42M +$338K +7,862 +15%
SAM
661
Silphium Asset Management
United Kingdom
$2.41M +$2.58M +60,000 New
Acadian Asset Management
662
Acadian Asset Management
Massachusetts
$2.41M -$4.02M -93,511 -61%
SP
663
SWS Partners
Ohio
$2.41M -$120K -2,791 -4%
AF
664
Allworth Financial
California
$2.4M +$237K +5,520 +10%
MSS
665
Mitchell Sinkler & Starr
Pennsylvania
$2.39M +$4.38K +102 +0.2%
TSS
666
Two Sigma Securities
New York
$2.38M +$1.93M +44,986 +317%
KPWS
667
Kestra Private Wealth Services
Texas
$2.38M -$333K -7,748 -12%
WorldQuant Millennium Advisors
668
WorldQuant Millennium Advisors
New York
$2.37M -$26.7M -621,504 -91%
CAG
669
Crestwood Advisors Group
Massachusetts
$2.37M -$55.1K -1,283 -2%
WPA
670
Winning Points Advisors
Florida
$2.36M
FTDI
671
First Trust Direct Indexing
Massachusetts
$2.35M +$106K +2,457 +4%
MIH
672
Meitav Investment House
Israel
$2.35M -$43.4K -1,011 -2%
SCA
673
Stonebridge Capital Advisors
Minnesota
$2.35M -$82.4K -1,918 -3%
ACM
674
Argyle Capital Management
Pennsylvania
$2.34M -$1.72K -40 -0.1%
CCM
675
CAAS Capital Management
New York
$2.33M +$2.27M +52,800 +1,015%

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.