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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
RMC
851
Resources Management Corp
Connecticut
$1.38M -$909K -21,150 -38%
WWM
852
Western Wealth Management
Colorado
$1.37M +$174K +4,039 +14%
MPIA
853
Mountain Pacific Investment Advisers
Idaho
$1.36M -$57.3K -1,333 -4%
CWM
854
Circle Wealth Management
New Jersey
$1.36M +$71.7K +1,670 +5%
LF
855
Lee Financial
Texas
$1.36M +$21.6K +502 +2%
SCM
856
Sterneck Capital Management
Missouri
$1.35M +$20.8K +484 +1%
FFS
857
Founders Financial Securities
Maryland
$1.35M +$4.17K +97 +0.3%
JFGIW
858
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.34M -$430K -10,016 -26%
DMBA
859
Deseret Mutual Benefit Administrators
Utah
$1.34M -$317K -7,389 -18%
MA
860
Mutual Advisors
Nebraska
$1.32M +$493K +11,464 +54%
IWC
861
Integrated Wealth Concepts
Massachusetts
$1.32M -$33.1K -770 -2%
QCIG
862
Quad-Cities Investment Group
Iowa
$1.32M +$365K +8,491 +35%
CPIG
863
Chicago Partners Investment Group
Illinois
$1.31M +$90.3K +2,101 +8%
DPIM
864
Duff & Phelps Investment Management
Illinois
$1.31M
SWM
865
SeaCrest Wealth Management
New York
$1.31M -$73.3K -1,707 -5%
GC
866
Grimes & Company
Massachusetts
$1.3M +$172 +4 +0%
WTC
867
WhitTier Trust Company
Nevada
$1.3M -$3.27K -76 -0.2%
VVP
868
Venture Visionary Partners
Ohio
$1.3M +$4.47K +104 +0.3%
VAS
869
Vestmark Advisory Solutions
Massachusetts
$1.3M +$5.5K +128 +0.4%
SACTSONJ
870
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.29M
AA
871
AF Advisors
California
$1.29M -$129K -3,000 -9%
BCV
872
Banque Cantonale Vaudoise
Switzerland
$1.28M
SSW
873
Smith Shellnut Wilson
Mississippi
$1.28M
BJL
874
Brighton Jones LLC
Washington
$1.28M +$14.3K +332 +1%
TWM
875
Tradition Wealth Management
Minnesota
$1.28M -$19.4K -451 -1%

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.