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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
SDWIA
801
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.26M -$31.8K -595 -1%
SCA
802
Snowden Capital Advisors
New York
$2.25M +$2.15M +40,105 +634%
BSW
803
Buckingham Strategic Wealth
Missouri
$2.25M -$3.77M -70,398 -60%
MAM
804
Meeder Asset Management
Ohio
$2.24M -$2.91M -54,421 -54%
UHC
805
Union Heritage Capital
Michigan
$2.23M
LWAC
806
Laurel Wealth Advisors (California)
California
$2.23M +$110K +2,047 +5%
BFIM
807
Beese Fulmer Investment Management
Ohio
$2.2M +$482 +9 +0%
RHAM
808
Round Hill Asset Management
California
$2.2M
PBC
809
Pavion Blue Capital
California
$2.19M -$20K -374 -0.8%
DBT
810
Dubuque Bank & Trust
Iowa
$2.18M
SLI
811
Sumitomo Life Insurance
Japan
$2.16M -$40.9K -764 -2%
APP
812
Avantax Planning Partners
Iowa
$2.15M -$128K -2,393 -5%
EIM
813
Essex Investment Management
Massachusetts
$2.15M -$306K -5,723 -11%
DT
814
Diversified Trust
Tennessee
$2.15M +$259K +4,846 +12%
SA
815
SRH Advisors
Kansas
$2.14M -$5.78K -108 -0.2%
LNC
816
Lincoln National Corp
Pennsylvania
$2.13M +$109K +2,034 +5%
TMAM
817
Tokio Marine Asset Management
Japan
$2.12M +$187K +3,486 +9%
CWS
818
Cypress Wealth Services
California
$2.1M +$87.2K +1,629 +4%
FSA
819
Franklin Street Advisors
North Carolina
$2.09M +$33.6K +628 +1%
ED
820
Exane Derivatives
France
$2.08M +$2.29M +42,872 New
OIA
821
OneDigital Investment Advisors
Kansas
$2.08M +$113K +2,113 +5%
HT
822
HAP Trading
New York
$2.06M -$27M -503,638 -92%
MAP
823
Moody Aldrich Partners
Massachusetts
$2.04M
TAM
824
Trust Asset Management
Texas
$2.03M +$8.35K +156 +0.4%
CIA
825
Cohen Investment Advisors
New Hampshire
$2.01M +$2.68K +50 +0.1%

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.