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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
AAM
826
Auxier Asset Management
Oregon
$1.47M -$10.7K -250 -0.7%
S
827
SignatureFD
Georgia
$1.47M +$360K +8,374 +30%
FMAEN1
828
Fund Management at Engine No 1
California
$1.47M -$77.2K -1,798 -5%
NRS
829
Neville Rodie & Shaw
New York
$1.45M -$172 -4 -0%
BW
830
Bison Wealth
Georgia
$1.45M +$1.28M +29,874 +488%
CWM
831
Chemistry Wealth Management
New York
$1.45M -$151K -3,514 -9%
AMM
832
American Money Management
California
$1.44M -$4.3K -100 -0.3%
SIA
833
Schechter Investment Advisors
Michigan
$1.44M +$286K +6,650 +23%
GAM
834
Gotham Asset Management
New York
$1.44M -$59.3K -1,381 -4%
BSI
835
Bennett Selby Investments
Maine
$1.44M -$52.9K -1,231 -3%
MAM
836
Marotta Asset Management
Virginia
$1.43M
HCP
837
Holt Capital Partners
Texas
$1.42M
DCM
838
Dupont Capital Management
Delaware
$1.42M -$1.17M -27,239 -44%
CG
839
Caprock Group
Idaho
$1.42M +$15.3K +356 +1%
FI
840
Fosun International
China
$1.41M +$569K +13,235 +60%
CI
841
Conning Inc
Connecticut
$1.41M -$241K -5,621 -14%
UFG
842
United Fire Group
Iowa
$1.41M
4WM
843
44 Wealth Management
Oregon
$1.41M -$6.23K -145 -0.4%
MAWCM
844
Mine & Arao Wealth Creation & Management
California
$1.41M +$14.3K +332 +1%
OFS
845
Oldfather Financial Services
Nebraska
$1.4M +$129 +3 +0%
NCM
846
Northwest Capital Management
Oregon
$1.4M +$516 +12 +0%
CAM
847
Carret Asset Management
New York
$1.4M -$12.9K -300 -0.9%
KWS
848
Keystone Wealth Services
California
$1.39M +$1.48M +34,451 New
MG
849
Mather Group
Illinois
$1.39M +$306K +7,134 +26%
PA
850
Parallel Advisors
California
$1.38M +$276K +6,431 +23%

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.