We are live on ! Find out more
WFC icon

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
CL
851
CPWM LLC
Washington
$1.91M +$6.69K +125 +0.3%
ERIC
852
Eagle Rock Investment Company
Georgia
$1.9M -$2.57M -48,082 -55%
JFGIW
853
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.9M +$1.74M +32,473 +479%
GRP
854
Global Retirement Partners
California
$1.9M +$2.34M +43,774 New
ETI
855
Enterprise Trust & Investment
California
$1.89M -$64.2K -1,200 -3%
FFM
856
Forum Financial Management
Illinois
$1.89M -$9.42K -176 -0.4%
CIP
857
Cornerstone Investment Partners
Georgia
$1.88M -$273K -5,110 -12%
MPIA
858
Mountain Pacific Investment Advisers
Idaho
$1.86M -$24.4K -455 -1%
SPC
859
Stewart & Patten Company
California
$1.85M -$5.08M -94,894 -71%
MIM
860
Miller Investment Management
Pennsylvania
$1.85M
BPM
861
Bowling Portfolio Management
Ohio
$1.84M -$43.7K -816 -2%
TCOT
862
Trust Company of Toledo
Ohio
$1.83M -$16.1K -300 -0.8%
YC
863
Yarbrough Capital
Tennessee
$1.82M
HWM
864
HB Wealth Management
Georgia
$1.82M +$207K +3,868 +12%
CM
865
Columbus Macro
Pennsylvania
$1.81M -$106K -1,975 -5%
BSI
866
Bennett Selby Investments
Maine
$1.81M +$82.6K +1,543 +4%
MFW
867
Meristem Family Wealth
Minnesota
$1.8M -$93.9K -1,754 -4%
QI
868
Qtron Investments
Massachusetts
$1.8M +$627K +11,706 +46%
HAM
869
Hedges Asset Management
Nevada
$1.8M -$53.5K -1,000 -3%
DILIC
870
Dai-ichi Life Insurance Company
Japan
$1.8M
SC
871
Sepio Capital
Utah
$1.8M +$10.9K +204 +0.6%
AMM
872
American Money Management
California
$1.79M +$48.2K +900 +2%
AAM
873
Auxier Asset Management
Oregon
$1.78M
CAC
874
Cowen and Company
New York
$1.78M +$457K +8,542 +30%
MAWCM
875
Mine & Arao Wealth Creation & Management
California
$1.77M -$28.2K -526 -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.