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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
MSS
726
Mitchell Sinkler & Starr
Pennsylvania
$2.88M
AWM
727
Altium Wealth Management
New York
$2.85M +$373K +6,969 +13%
DDC
728
DF Dent & Co
Maryland
$2.83M +$535K +10,000 +21%
LNWWM
729
Laird Norton Wetherby Wealth Management
California
$2.82M +$255K +4,772 +9%
ACM
730
Argyle Capital Management
Pennsylvania
$2.81M -$159K -2,967 -5%
CAM
731
Cresset Asset Management
Illinois
$2.78M -$148K -2,758 -5%
SCM
732
Schnieders Capital Management
California
$2.78M +$213K +3,984 +7%
WPA
733
Winning Points Advisors
Florida
$2.77M +$615K +11,486 +25%
HTC
734
Haverford Trust Company
Pennsylvania
$2.76M +$524K +9,797 +21%
IAS
735
IMA Advisory Services
Colorado
$2.75M +$1.91M +35,763 +171%
CA
736
Continental Advisors
Utah
$2.73M -$1.45M -27,000 -32%
LDB
737
Lee, Danner & Bass
Tennessee
$2.73M +$67.2K +1,255 +2%
SCM
738
SOL Capital Management
Maryland
$2.72M -$213K -3,985 -7%
RMC
739
Resources Management Corp
Connecticut
$2.72M -$44.2K -825 -1%
APC
740
Aristotle Pacific Capital
California
$2.71M
HI
741
Horizon Investments
North Carolina
$2.71M +$267K +4,987 +10%
MYAM
742
Meiji Yasuda Asset Management
Japan
$2.7M -$509K -9,515 -15%
VFA
743
Valeo Financial Advisors
Indiana
$2.68M +$38.2K +714 +1%
AWM
744
Avior Wealth Management
Nebraska
$2.68M -$339K -6,326 -10%
HPC
745
HM Payson & Co
Maine
$2.67M -$41.1K -768 -1%
CS
746
Capital Square
Tennessee
$2.66M -$150K -2,798 -5%
WKWM
747
Walter & Keenan Wealth Management
Indiana
$2.64M
BAM
748
Belpointe Asset Management
Nevada
$2.64M +$144K +2,696 +5%
RVM
749
Robinson Value Management
Texas
$2.64M -$62.9K -1,175 -2%
HWM
750
HighMark Wealth Management
Minnesota
$2.63M +$963 +18 +0%

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.