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
EAM
926
Erste Asset Management
Austria
$1.56M +$461K +8,614 +38%
SWM
927
SeaCrest Wealth Management
New York
$1.55M +$168K +3,135 +11%
SIM
928
Sentry Investment Management
Wisconsin
$1.55M +$941K +17,575 +121%
AA
929
AF Advisors
California
$1.55M -$161K -3,000 -9%
KOC
930
Koss-Olinger Consulting
Florida
$1.55M +$2.68K +50 +0.2%
RIM
931
Reynolds Investment Management
South Carolina
$1.54M +$1.7M +31,786 New
SLWA
932
San Luis Wealth Advisors
California
$1.53M +$1.71M +31,923 New
TNB
933
Thomasville National Bank
Georgia
$1.52M -$2.94K -55 -0.2%
VVP
934
Venture Visionary Partners
Ohio
$1.52M +$15.3K +285 +0.9%
PA
935
Parallel Advisors
California
$1.5M -$14.5K -271 -0.9%
WTC
936
WhitTier Trust Company
Nevada
$1.5M -$33.4K -624 -2%
PFO
937
Pathstone Family Office
New Jersey
$1.5M +$136K +2,545 +10%
PAS
938
Park Avenue Securities
New York
$1.5M +$357K +6,679 +27%
CCP
939
Cunning Capital Partners
North Carolina
$1.5M +$1.66M +31,000 New
OQS
940
Occudo Quantitative Strategies
Florida
$1.5M +$1.65M +30,890 New
SSI
941
Scott & Selber Inc
Texas
$1.49M -$19.7K -369 -1%
PAM
942
Palisade Asset Management
Minnesota
$1.49M -$10.7K -200 -0.6%
CCM
943
Coldstream Capital Management
Washington
$1.49M -$173K -3,226 -10%
WGAM
944
Wilkinson Global Asset Management
New York
$1.47M -$10.7K -200 -0.7%
AL
945
Aspiriant LLC
California
$1.47M +$255K +4,768 +19%
MIC
946
Meridian Investment Counsel
California
$1.47M -$12.4K -232 -0.8%
MAM
947
Mystic Asset Management
Rhode Island
$1.47M +$21.4K +400 +1%
H
948
HoyleCohen
California
$1.46M -$28K -523 -2%
SWM
949
Shelton Wealth Management
Texas
$1.45M +$87.1K +1,628 +6%
SIG
950
Stonegate Investment Group
Alabama
$1.45M +$2.41K +45 +0.2%

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.