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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
NB
826
NBT Bank
New York
$2.01M -$47.6K -890 -2%
UAS
827
United Asset Strategies
New York
$2M +$23.1K +431 +1%
KLCM
828
KG&L Capital Management
Louisiana
$2M -$274K -5,126 -11%
CI
829
Conning Inc
Connecticut
$1.99M -$253K -4,720 -10%
SWM
830
Spire Wealth Management
Virginia
$1.99M -$408K -7,624 -16%
FG
831
Fiduciary Group
Georgia
$1.98M -$1.37M -25,595 -35%
SFI
832
Siemens Fonds Invest
Germany
$1.98M -$2.28M -42,573 -51%
HBWM
833
Hollow Brook Wealth Management
New York
$1.97M -$11.2K -209 -0.5%
TSWM
834
Triangle Securities Wealth Management
North Carolina
$1.97M -$146K -2,726 -6%
MWP
835
Meridian Wealth Partners
Pennsylvania
$1.96M -$29.8K -556 -1%
CS
836
Cannell & Spears
New York
$1.96M
SIM
837
Sterling Investment Management
Arizona
$1.95M -$110K -2,054 -5%
DMBA
838
Deseret Mutual Benefit Administrators
Utah
$1.95M -$644K -12,025 -23%
EHC
839
Everett Harris & Co
California
$1.95M -$5.35K -100 -0.2%
GI
840
GS Investments
Minnesota
$1.94M
CICI
841
Capital Investment Counsel Inc
North Carolina
$1.94M -$530K -9,900 -20%
ANI
842
American National Insurance
Texas
$1.94M -$355K -6,635 -14%
OPS
843
Orion Portfolio Solutions
Nebraska
$1.94M -$40.8K -762 -2%
HA
844
Heartland Advisors
Wisconsin
$1.94M +$35.2K +657 +2%
FAIM
845
Financial Advocates Investment Management
Washington
$1.93M +$1.53M +28,555 +253%
NRS
846
Neville Rodie & Shaw
New York
$1.93M
CWM
847
Chemistry Wealth Management
New York
$1.92M +$2.12M +39,662 New
AWE
848
Avidian Wealth Enterprises
Texas
$1.92M +$298K +5,562 +16%
OCM
849
One Capital Management
California
$1.92M -$3.75K -70 -0.2%
EWM
850
Evercore Wealth Management
New York
$1.91M -$155K -2,899 -7%

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.