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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
CIA
776
Cohen Investment Advisors
New Hampshire
$1.72M +$39.3K +914 +2%
GI
777
GS Investments
Minnesota
$1.71M
MAP
778
Moody Aldrich Partners
Massachusetts
$1.69M
TSWM
779
Triangle Securities Wealth Management
North Carolina
$1.68M +$17.3K +403 +1%
BAM
780
Belpointe Asset Management
Nevada
$1.68M -$77.5K -1,803 -4%
KLCM
781
KG&L Capital Management
Louisiana
$1.68M +$42.2K +983 +2%
MGWM
782
Marks Group Wealth Management
Minnesota
$1.68M +$226K +5,271 +14%
MWP
783
Meridian Wealth Partners
Pennsylvania
$1.66M -$1.63K -38 -0.1%
JSL
784
JT Stratford LLC
Georgia
$1.66M -$96.7K -2,250 -5%
NB
785
NBT Bank
New York
$1.66M -$9.71K -226 -0.5%
FG
786
Fiduciary Group
Georgia
$1.66M -$36.3K -846 -2%
MFG
787
Merit Financial Group
Georgia
$1.65M -$1.17M -27,215 -40%
ICG
788
InterOcean Capital Group
Tennessee
$1.65M +$160K +3,714 +10%
WB
789
WesBanco Bank
West Virginia
$1.64M -$867K -20,175 -33%
LNC
790
Lincoln National Corp
Pennsylvania
$1.64M +$59K +1,373 +3%
BCI
791
Brinker Capital Investments
Pennsylvania
$1.64M +$178K +4,147 +11%
DS
792
DRW Securities
Illinois
$1.64M +$771K +17,947 +79%
FFM
793
Forum Financial Management
Illinois
$1.64M +$146K +3,407 +9%
SLI
794
Sumitomo Life Insurance
Japan
$1.63M -$207K -4,809 -11%
AWE
795
Avidian Wealth Enterprises
Texas
$1.62M -$12.7K -296 -0.7%
AC
796
Avestar Capital
New York
$1.62M +$657K +15,303 +61%
CAC
797
Cowen and Company
New York
$1.62M +$3.52M +81,964 +248%
HBWM
798
Hollow Brook Wealth Management
New York
$1.62M +$1.72K +40 +0.1%
JHCP
799
Jackson Hole Capital Partners
Oklahoma
$1.61M -$387 -9 -0%
CS
800
Cannell & Spears
New York
$1.61M -$14.3K -333 -0.8%

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.