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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
AIA
676
Affinity Investment Advisors
California
$3.32M -$62.8K -1,173 -2%
ATC
677
Argent Trust Co
Tennessee
$3.29M -$33.2K -621 -0.9%
VNIM
678
Vaughan Nelson Investment Management
Texas
$3.29M +$300K +5,600 +9%
CA
679
Cetera Advisors
Colorado
$3.29M +$428K +7,995 +13%
CSC
680
Cove Street Capital
California
$3.29M -$166K -3,100 -4%
MGP
681
Metis Global Partners
California
$3.23M +$1.43M +26,807 +67%
TSS
682
Two Sigma Securities
New York
$3.21M +$2.1M +39,287 +146%
V
683
Veritable
Delaware
$3.2M -$164K -3,061 -4%
PFM
684
Patton Fund Management
Texas
$3.18M +$1.95M +36,406 +125%
USCWA
685
U.S. Capital Wealth Advisors
Texas
$3.17M -$22.6K -422 -0.6%
HAI
686
Hennessy Advisors Inc
California
$3.17M -$241K -4,500 -6%
PAM
687
Private Asset Management
California
$3.15M -$320K -5,981 -8%
LBC
688
Lowe Brockenbrough & Co
Virginia
$3.14M
MIAN
689
Mariner Independent Advisor Network
Kansas
$3.14M +$1.21M +22,701 +58%
MCM
690
MAI Capital Management
Ohio
$3.14M -$68.9K -1,288 -2%
BAMF
691
BI Asset Management Fondsmaeglerselskab
Denmark
$3.14M +$2.23M +41,688 +181%
FP
692
Factorial Partners
New York
$3.13M -$1.57M -29,300 -31%
CA
693
Clearstead Advisors
Ohio
$3.13M +$213K +3,977 +7%
PPW
694
Parcion Private Wealth
Washington
$3.12M -$181K -3,387 -5%
WB
695
WesBanco Bank
West Virginia
$3.11M -$208K -3,889 -6%
CBB
696
Citizens Business Bank
California
$3.1M -$359K -6,714 -9%
PRS
697
Pinkerton Retirement Specialists
Idaho
$3.09M +$117K +2,185 +4%
HNB
698
Huntington National Bank
Ohio
$3.07M +$3.53K +66 +0.1%
SJL
699
Shayne & Jacobs LLC
Tennessee
$3.07M
CWM
700
Circle Wealth Management
New Jersey
$3.07M +$1.68M +31,319 +97%

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.