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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
FFN
676
Focus Financial Network
Minnesota
$2.33M -$105K -2,439 -4%
SC
677
Savant Capital
Illinois
$2.32M +$55.5K +1,292 +2%
LNWWM
678
Laird Norton Wetherby Wealth Management
California
$2.32M +$243K +5,660 +11%
MS
679
Maven Securities
Jersey
$2.32M +$997K +23,216 +67%
DC
680
Davenport & Co
Virginia
$2.29M -$21.5K -500 -0.9%
HI
681
Horizon Investments
North Carolina
$2.29M +$235K +5,459 +11%
PFPT
682
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.27M -$5.35M -124,465 -69%
APF
683
Alaska Permanent Fund
Alaska
$2.27M
CA
684
Continental Advisors
Utah
$2.27M
TMAM
685
Tokio Marine Asset Management
Japan
$2.26M +$248K +5,779 +11%
HAI
686
Hennessy Advisors Inc
California
$2.25M -$43K -1,000 -2%
MGP
687
Metis Global Partners
California
$2.25M -$389K -9,053 -14%
KIA
688
KCM Investment Advisors
California
$2.25M -$168K -3,904 -7%
BBA
689
Baader Bank Aktiengesellschaft
Germany
$2.25M
CA
690
Clearstead Advisors
Ohio
$2.25M -$184K -4,293 -7%
SCM
691
SOL Capital Management
Maryland
$2.25M -$4.3K -100 -0.2%
DGAM
692
Desjardins Global Asset Management
Quebec, Canada
$2.23M -$880K -20,487 -27%
CCB
693
Country Club Bank
Missouri
$2.23M -$123K -2,867 -5%
SBH
694
Segall Bryant & Hamill
Illinois
$2.22M -$152K -3,548 -6%
MYIA
695
Mount Yale Investment Advisors
Colorado
$2.22M +$201K +4,681 +9%
MAM
696
Meeder Asset Management
Ohio
$2.21M +$187K +4,361 +9%
HWM
697
HighMark Wealth Management
Minnesota
$2.21M +$2.02K +47 +0.1%
GT
698
Greenleaf Trust
Michigan
$2.2M +$439K +10,211 +23%
RVM
699
Robinson Value Management
Texas
$2.18M +$3.78K +88 +0.2%
WKWM
700
Walter & Keenan Wealth Management
Indiana
$2.18M +$158K +3,666 +7%

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.