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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
AA
801
Ancora Advisors
Ohio
$1.61M +$280K +6,528 +19%
NP
802
NorthRock Partners
Minnesota
$1.61M -$173K -4,022 -9%
ANTB
803
AMG National Trust Bank
Colorado
$1.61M +$115K +2,687 +7%
OPCM
804
Osborne Partners Capital Management
California
$1.6M +$110K +2,556 +7%
CA
805
Cullinan Associates
Kentucky
$1.59M
CL
806
CPWM LLC
Washington
$1.59M -$8.34K -194 -0.5%
EWM
807
Evercore Wealth Management
New York
$1.59M
TFA
808
Trinity Financial Advisors
Ohio
$1.57M +$127K +2,948 +8%
CIP
809
Cornerstone Investment Partners
Georgia
$1.56M
CCP
810
Cunning Capital Partners
North Carolina
$1.56M
OPS
811
Orion Portfolio Solutions
Nebraska
$1.55M +$12.5K +290 +0.8%
OCM
812
One Capital Management
California
$1.55M -$46.7K -1,087 -3%
SC
813
Sepio Capital
Utah
$1.54M -$2.38M -55,347 -59%
MIM
814
Miller Investment Management
Pennsylvania
$1.54M
HCC
815
Hirtle Callaghan & Co
Pennsylvania
$1.53M +$1.63M +38,050 New
ERIC
816
Eagle Rock Investment Company
Georgia
$1.53M -$57.6K -1,340 -3%
VFA
817
Voya Financial Advisors
Connecticut
$1.52M +$52.4K +1,220 +3%
WIM
818
WealthPlan Investment Management
Nebraska
$1.52M +$1.54M +35,735 New
YC
819
Yarbrough Capital
Tennessee
$1.51M
DILIC
820
Dai-ichi Life Insurance Company
Japan
$1.49M
HAM
821
Hedges Asset Management
Nevada
$1.49M
BPM
822
Bowling Portfolio Management
Ohio
$1.49M -$32.7K -762 -2%
PTC
823
Private Trust Company
Ohio
$1.49M +$5.63K +131 +0.4%
CM
824
Columbus Macro
Pennsylvania
$1.48M -$2.71K -63 -0.2%
SFI
825
Siemens Fonds Invest
Germany
$1.48M -$93.8K -2,184 -6%

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.