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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
LWIC
701
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.16M +$773K +18,000 +50%
PTCG
702
Pring Turner Capital Group
California
$2.16M -$189K -4,396 -8%
QCM
703
Quantinno Capital Management
New York
$2.15M +$777K +18,085 +51%
HTC
704
Haverford Trust Company
Pennsylvania
$2.14M -$122K -2,837 -5%
VFA
705
Valeo Financial Advisors
Indiana
$2.13M -$44K -1,023 -2%
GGHC
706
Gilder Gagnon Howe & Co
New York
$2.13M -$48.3K -1,125 -2%
PAM
707
Private Asset Management
California
$2.11M -$201K -4,668 -8%
ABC
708
Associated Banc-Corp
Wisconsin
$2.1M +$11.4K +266 +0.5%
SCM
709
Schnieders Capital Management
California
$2.1M +$942K +21,925 +72%
MYAM
710
Meiji Yasuda Asset Management
Japan
$2.09M -$274K -6,370 -11%
LCOV
711
London Company of Virginia
Virginia
$2.08M +$6.27K +146 +0.3%
AFS
712
Aft Forsyth & Sober
Florida
$2.07M
V
713
Veritable
Delaware
$2.07M -$461K -10,740 -17%
IWA
714
Intercontinental Wealth Advisors
Texas
$2.06M +$124K +2,880 +6%
SPIA
715
Steward Partners Investment Advisory
New York
$2.05M +$54.7K +1,273 +3%
CDH
716
Charles D. Hyman
$2.04M -$32.1K -748 -1%
Wealth Enhancement Advisory Services
717
Wealth Enhancement Advisory Services
Minnesota
$2.04M -$1.22M -28,384 -37%
BCP
718
Blackhawk Capital Partners
Wisconsin
$2.04M +$2.18M +50,634 New
CS
719
Capital Square
Tennessee
$2.03M
KA
720
Kintegral Advisory
New York
$2.03M
ZCA
721
Zeke Capital Advisors
Pennsylvania
$2.02M -$116K -2,705 -5%
E
722
Ergoteles
New York
$2.02M +$888K +20,677 +70%
HPC
723
HM Payson & Co
Maine
$2.02M -$169K -3,926 -7%
TGAM
724
TBH Global Asset Management
Tennessee
$2.01M -$708K -16,485 -25%
IR
725
IAT Reinsurance
New York
$2.01M

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.