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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
SSW
876
Smith Shellnut Wilson
Mississippi
$1.77M -$27K -504 -1%
H6H
877
Hightower 6M Holding
Kansas
$1.77M +$1.95M +36,514 New
VAS
878
Vestmark Advisory Solutions
Massachusetts
$1.77M -$59.6K -1,113 -3%
HCP
879
Holt Capital Partners
Texas
$1.77M -$38K -710 -2%
PI
880
PFS Investments
Georgia
$1.76M -$172K -3,220 -8%
BCI
881
Brinker Capital Investments
Pennsylvania
$1.75M +$37.5K +700 +2%
CAM
882
Carret Asset Management
New York
$1.75M +$30.8K +575 +2%
BCM
883
Bayesian Capital Management
New York
$1.74M +$1.92M +35,900 New
MAM
884
Marotta Asset Management
Virginia
$1.74M
CG
885
Caprock Group
Idaho
$1.73M +$426K +7,964 +29%
PTC
886
Private Trust Company
Ohio
$1.72M +$110K +2,062 +6%
WWM
887
Western Wealth Management
Colorado
$1.71M +$976K +18,234 +107%
CG
888
Cutler Group
California
$1.71M -$8.47M -158,176 -82%
UFG
889
United Fire Group
Iowa
$1.7M
4WM
890
44 Wealth Management
Oregon
$1.69M -$220K -4,109 -11%
NP
891
NorthRock Partners
Minnesota
$1.69M -$96.9K -1,811 -5%
NCM
892
Northwest Capital Management
Oregon
$1.69M -$21.8K -408 -1%
MYLI
893
Meiji Yasuda Life Insurance
Japan
$1.68M -$240K -4,477 -11%
ANTB
894
AMG National Trust Bank
Colorado
$1.68M -$122K -2,276 -6%
JHCP
895
Jackson Hole Capital Partners
Oklahoma
$1.68M +$233K +4,349 +14%
TFA
896
Trinity Financial Advisors
Ohio
$1.68M -$61.7K -1,153 -3%
FA
897
FDx Advisors
Illinois
$1.67M +$293K +5,474 +19%
VF
898
Virtu Financial
New York
$1.67M +$1.85M +34,479 New
AA
899
Ancora Advisors
Ohio
$1.67M -$144K -2,693 -7%
BJL
900
Brighton Jones LLC
Washington
$1.66M +$422K +7,881 +30%

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.