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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
TWM
901
Tradition Wealth Management
Minnesota
$1.66M +$141K +2,627 +8%
SIA
902
SkyView Investment Advisors
New Jersey
$1.65M +$272K +5,081 +17%
SIA
903
Schechter Investment Advisors
Michigan
$1.64M +$90.1K +1,683 +5%
RIL
904
Rothschild Investment LLC
Illinois
$1.63M +$36.2K +676 +2%
Assenagon Asset Management
905
Assenagon Asset Management
Luxembourg
$1.63M -$48.4K -905 -3%
LF
906
Lee Financial
Texas
$1.61M +$4.55K +85 +0.3%
VFA
907
Voya Financial Advisors
Connecticut
$1.61M +$404K +7,548 +31%
FFS
908
Founders Financial Securities
Maryland
$1.61M -$30.4K -568 -2%
LI
909
LMCG Investments
Massachusetts
$1.6M +$1.77M +33,063 New
PFG
910
Peterson Financial Group
Iowa
$1.6M +$66.5K +1,243 +4%
FMAEN1
911
Fund Management at Engine No 1
California
$1.59M +$1.76M +32,893 New
CPM
912
Connective Portfolio Management
New York
$1.58M +$803K +15,000 +87%
S
913
SignatureFD
Georgia
$1.58M +$6.8K +127 +0.4%
BCV
914
Banque Cantonale Vaudoise
Switzerland
$1.58M +$85.6K +1,600 +5%
DPIM
915
Duff & Phelps Investment Management
Illinois
$1.58M -$107K -2,000 -6%
IVP
916
Intrinsic Value Partners
Arizona
$1.58M -$26.2K -490 -1%
GC
917
Grimes & Company
Massachusetts
$1.58M
OFS
918
Oldfather Financial Services
Nebraska
$1.58M
RWA
919
Roberts Wealth Advisors
California
$1.57M +$12.8K +239 +0.7%
ACM
920
AlphaStar Capital Management
North Carolina
$1.57M +$116K +2,171 +7%
QCM
921
Quantinno Capital Management
New York
$1.57M +$369K +6,890 +27%
ER
922
Enlightenment Research
Florida
$1.56M +$1.73M +32,300 New
SCM
923
Sterneck Capital Management
Missouri
$1.56M -$8.19K -153 -0.5%
SACTSONJ
924
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.56M
IWC
925
Integrated Wealth Concepts
Massachusetts
$1.56M +$39.5K +738 +2%

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.