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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
BP
926
Ballentine Partners
Massachusetts
$1.1M +$534K +12,434 +83%
CC
927
Courier Capital
New York
$1.1M +$180K +4,201 +18%
IIC
928
Ironwood Investment Counsel
Arizona
$1.1M -$10.4K -241 -0.9%
KOC
929
Koss-Olinger Consulting
Florida
$1.1M -$172K -4,002 -13%
MIM
930
Marco Investment Management
Georgia
$1.1M
NCM
931
Northside Capital Management
Oregon
$1.09M
MYLI
932
Meiji Yasuda Life Insurance
Japan
$1.08M -$289K -6,718 -20%
PAM
933
Palisade Asset Management
Minnesota
$1.08M
FFBTD
934
First Financial Bank - Trust Division
Ohio
$1.07M -$43.2K -1,006 -4%
TCOT
935
Trust Company of Toledo
Ohio
$1.07M -$479K -11,160 -30%
IMC Chicago
936
IMC Chicago
Illinois
$1.06M +$1.13M +26,407 New
CIA
937
Citadel Investment Advisory
Ohio
$1.06M +$6.44K +150 +0.6%
WI
938
WrapManager Inc
California
$1.06M +$47.1K +1,097 +4%
Fisher Asset Management
939
Fisher Asset Management
Washington
$1.06M +$440K +10,230 +64%
ECM
940
Evergreen Capital Management
Washington
$1.05M +$160K +3,729 +17%
BCFD
941
Boit C.F. David
$1.05M +$1.12M +26,163 New
SIM
942
Sentry Investment Management
Wisconsin
$1.05M
AT
943
Arden Trust
Delaware
$1.05M +$27.8K +646 +3%
FIA
944
Foundations Investment Advisors
Arizona
$1.05M +$432K +10,047 +63%
HIC
945
Holderness Investments Company
North Carolina
$1.05M +$301 +7 +0%
HSA
946
Hussman Strategic Advisors
Maryland
$1.05M
JWM
947
Jeppson Wealth Management
California
$1.04M -$12.4K -288 -1%
QT
948
Quantbot Technologies
New York
$1.04M +$40.9K +952 +4%
P
949
Pitcairn
Pennsylvania
$1.04M +$93.9K +2,186 +9%
FHA
950
First Horizon Advisors
Tennessee
$1.04M -$51.2K -1,192 -4%

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.