We are live on ! Find out more
WFC icon

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
GIA
776
Gladstone Institutional Advisory
Florida
$2.44M +$1.71M +31,905 +173%
AF
777
Ally Financial
Michigan
$2.42M -$9.37M -175,000 -78%
MCA
778
Mendon Capital Advisors
Florida
$2.42M -$1.34M -25,000 -33%
IR
779
IAT Reinsurance
New York
$2.42M
FTDI
780
First Trust Direct Indexing
Massachusetts
$2.41M +$117K +2,195 +5%
BPCA
781
Bank Pictet & Cie (Asia)
Singapore
$2.41M
AWM
782
Apollon Wealth Management
South Carolina
$2.4M -$348K -6,502 -12%
XWM
783
Xcel Wealth Management
Florida
$2.4M -$146K -2,734 -5%
KA
784
Kintegral Advisory
New York
$2.39M +$2.64M +49,340 New
BFA
785
Brendel Financial Advisors
New Hampshire
$2.38M +$2.63M +49,199 New
Tudor Investment Corp
786
Tudor Investment Corp
Connecticut
$2.38M +$2.63M +49,091 New
WPC
787
White Pine Capital
Minnesota
$2.35M +$142K +2,654 +6%
JSL
788
JT Stratford LLC
Georgia
$2.34M +$394K +7,365 +18%
FG
789
Foster Group
Iowa
$2.34M -$8.19K -153 -0.3%
MYIA
790
Mount Yale Investment Advisors
Colorado
$2.33M -$896K -16,732 -26%
SG
791
Somerset Group
Minnesota
$2.32M
GA
792
GFS Advisors
Texas
$2.32M -$3.97M -74,110 -61%
DTL
793
Dynamic Technology Lab
Singapore
$2.3M -$76.9K -1,436 -3%
SCI
794
Stableford Capital II
Arizona
$2.3M -$1.12M -20,874 -30%
AA
795
Altrafin AG
$2.3M +$85.6K +1,600 +3%
IWA
796
Intercontinental Wealth Advisors
Texas
$2.29M -$415K -7,754 -14%
BOS
797
Bank of Stockton
California
$2.28M +$749 +14 +0%
EMG
798
ETF Managers Group
New Jersey
$2.28M +$2.44M +45,511 New
JG
799
Jefferies Group
New York
$2.27M +$2.51M +46,878 New
GT
800
Greenleaf Trust
Michigan
$2.27M +$138K +2,579 +6%

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.