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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
EHC
876
Everett Harris & Co
California
$1.27M -$4.3K -100 -0.3%
EIM
877
Essex Investment Management
Massachusetts
$1.27M -$470K -10,929 -26%
BAMF
878
BI Asset Management Fondsmaeglerselskab
Denmark
$1.27M -$171K -3,981 -11%
MAM
879
Mystic Asset Management
Rhode Island
$1.26M +$8.38K +195 +0.6%
DT
880
Diversified Trust
Tennessee
$1.25M -$416K -9,690 -24%
NHC
881
Nicholas Hoffman & Company
Georgia
$1.25M +$59.6K +1,388 +5%
BOM
882
Bank of Marin
California
$1.24M -$30.8K -717 -2%
MSR
883
Main Street Research
Connecticut
$1.24M +$220K +5,113 +20%
VNA
884
Valley National Advisers
Pennsylvania
$1.24M -$10K -233 -0.8%
SSI
885
Scott & Selber Inc
Texas
$1.23M +$4.73K +110 +0.4%
CA
886
Continuum Advisory
Idaho
$1.22M +$40.2K +935 +3%
WGAM
887
Wilkinson Global Asset Management
New York
$1.22M
IAN
888
Integrated Advisors Network
Texas
$1.22M +$38.7K +901 +3%
MIC
889
Meridian Investment Counsel
California
$1.22M +$773 +18 +0.1%
SWM
890
Shelton Wealth Management
Texas
$1.21M +$7.13K +166 +0.6%
LIM
891
Leavell Investment Management
Alabama
$1.21M +$57.4K +1,337 +5%
AL
892
Aspiriant LLC
California
$1.2M -$9.06K -211 -0.7%
SIM
893
Sterling Investment Management
Arizona
$1.19M -$357K -8,308 -22%
FCBT
894
First Citizens Bank & Trust
North Carolina
$1.19M -$32.8K -763 -3%
SWM
895
Sendero Wealth Management
Texas
$1.18M -$50K -1,163 -4%
IVP
896
Intrinsic Value Partners
Arizona
$1.18M -$4.3K -100 -0.3%
VIM
897
Vista Investment Management
Pennsylvania
$1.18M +$93.6K +2,178 +8%
CGL
898
Clarius Group LLC
Washington
$1.18M +$99.6K +2,319 +9%
GJIC
899
Gamble Jones Investment Counsel
California
$1.17M
CIA
900
Choate Investment Advisors
Massachusetts
$1.17M -$6.19K -144 -0.5%

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.