We are live on ! Find out more
WFC icon

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
UM
726
Ulysses Management
New York
$2.01M +$430K +10,000 +25%
GWM
727
Geneos Wealth Management
Colorado
$2M -$1.53M -35,697 -42%
XWM
728
Xcel Wealth Management
Florida
$2M +$34.4K +800 +2%
WWA
729
WCG Wealth Advisors
Nevada
$2M -$131K -3,054 -6%
SCM
730
Silvant Capital Management
Georgia
$1.99M -$7.95K -185 -0.4%
ECM
731
ExodusPoint Capital Management
New York
$1.98M +$2.12M +49,262 New
AWM
732
Avior Wealth Management
Nebraska
$1.98M -$272K -6,341 -11%
SJL
733
Shayne & Jacobs LLC
Tennessee
$1.96M -$631K -14,682 -23%
FG
734
Foster Group
Iowa
$1.95M -$6.87K -160 -0.3%
HI
735
Hendershot Investments
Virginia
$1.94M -$471K -10,971 -19%
ACIM
736
Azimuth Capital Investment Management
Michigan
$1.94M -$92.4K -2,150 -4%
PMG
737
Private Management Group
California
$1.93M -$4.34M -101,098 -68%
SG
738
Somerset Group
Minnesota
$1.92M
QI
739
Qtron Investments
Massachusetts
$1.91M +$323K +7,527 +19%
CHAM
740
Clear Harbor Asset Management
Connecticut
$1.91M -$802K -18,657 -28%
JWM
741
Jupiter Wealth Management
Colorado
$1.91M
SDWIA
742
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.91M +$6.27K +146 +0.3%
OIA
743
OneDigital Investment Advisors
Kansas
$1.89M +$303K +7,054 +18%
CICI
744
Capital Investment Counsel Inc
North Carolina
$1.89M +$206K +4,795 +11%
RCM
745
RNC Capital Management
California
$1.88M -$81.7K -1,902 -4%
CI
746
Cigna Investments
Connecticut
$1.88M -$105K -2,439 -5%
CSS
747
Cubist Systematic Strategies
Connecticut
$1.88M -$9.64M -224,462 -83%
BOS
748
Bank of Stockton
California
$1.87M -$29K -675 -1%
VCM
749
Vetamer Capital Management
California
$1.86M -$746K -17,374 -27%
LGF
750
LGT Group Foundation
Liechtenstein
$1.86M -$156K -3,630 -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.