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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
GRP
751
Global Retirement Partners
California
$1.85M -$153K -3,572 -8%
DBT
752
Dubuque Bank & Trust
Iowa
$1.85M -$65K -1,512 -3%
UHC
753
Union Heritage Capital
Michigan
$1.85M
Credit Agricole
754
Credit Agricole
France
$1.84M -$1.35M -31,523 -41%
PBC
755
Pavion Blue Capital
California
$1.84M +$21.5K +500 +1%
WPC
756
White Pine Capital
Minnesota
$1.84M -$52.6K -1,225 -3%
RSWM
757
Robertson Stephens Wealth Management
California
$1.84M -$728K -16,954 -27%
TAM
758
Trust Asset Management
Texas
$1.83M +$99.7K +2,321 +5%
SEC
759
Seven Eight Capital
New York
$1.83M +$1.95M +45,427 New
RHAM
760
Round Hill Asset Management
California
$1.83M +$2.79K +65 +0.1%
PAS
761
Park Avenue Securities
New York
$1.81M +$460K +10,715 +31%
HWM
762
HB Wealth Management
Georgia
$1.81M +$488K +11,348 +34%
PFG
763
Peterson Financial Group
Iowa
$1.81M +$389K +9,060 +25%
SIG
764
Stonegate Investment Group
Alabama
$1.79M +$43.8K +1,019 +2%
LWAC
765
Laurel Wealth Advisors (California)
California
$1.79M +$12.2K +284 +0.6%
FSA
766
Franklin Street Advisors
North Carolina
$1.79M +$85.9K +2,000 +5%
BL
767
Balentine LLC
Georgia
$1.77M +$555K +12,927 +41%
SA
768
SRH Advisors
Kansas
$1.76M
BSW
769
Buckingham Strategic Wealth
Missouri
$1.75M -$219K -5,089 -10%
BFIM
770
Beese Fulmer Investment Management
Ohio
$1.75M -$37.9K -881 -2%
BPCA
771
Bank Pictet & Cie (Asia)
Singapore
$1.75M -$46.4K -1,080 -2%
GCM
772
Graham Capital Management
Connecticut
$1.74M +$1.86M +43,325 New
UAS
773
United Asset Strategies
New York
$1.73M +$11.5K +268 +0.6%
AWM
774
Apollon Wealth Management
South Carolina
$1.73M +$90.6K +2,109 +5%
CSC
775
Cove Street Capital
California
$1.73M -$1.07M -24,900 -37%

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.