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
PAM
951
Peak Asset Management
Colorado
$1.45M +$31.7K +592 +2%
CIA
952
Citadel Investment Advisory
Ohio
$1.44M -$21.9K -409 -1%
BHB
953
Bank Hapoalim BM
Israel
$1.44M -$130K -2,434 -8%
OC
954
Oarsman Capital
Wisconsin
$1.44M -$139K -2,593 -8%
NHC
955
Nicholas Hoffman & Company
Georgia
$1.43M -$147K -2,747 -9%
JWCA
956
J.W. Cole Advisors
Florida
$1.43M -$221K -4,126 -12%
BC
957
Bartlett & Co
Ohio
$1.42M -$30.1K -563 -2%
BCWM
958
Bartlett & Co Wealth Management
Ohio
$1.42M -$30.1K -563 -2%
MCM
959
Monarch Capital Management
Indiana
$1.41M +$53K +990 +4%
SAM
960
Silvercrest Asset Management
New York
$1.41M +$3.8K +71 +0.2%
WIS
961
Wright Investors Service
Connecticut
$1.4M +$95.5K +1,785 +7%
LA
962
Latitude Advisors
Florida
$1.4M +$748K +13,985 +94%
RIM
963
Redwood Investment Management
Arizona
$1.39M +$12.3K +230 +0.8%
GC
964
Gilbert & Cook
Iowa
$1.38M -$45.2K -844 -3%
CIA
965
Choate Investment Advisors
Massachusetts
$1.38M -$30.5K -570 -2%
EGM
966
Engineers Gate Manager
New York
$1.38M -$1.46M -27,285 -49%
MGWM
967
Marks Group Wealth Management
Minnesota
$1.38M +$269K +5,022 +21%
LIM
968
Leavell Investment Management
Alabama
$1.38M -$59.9K -1,120 -4%
ANRIA
969
American National Registered Investment Advisor
Texas
$1.36M +$164K +3,071 +12%
SFA
970
Sequoia Financial Advisors
Ohio
$1.36M +$381K +7,115 +34%
VNA
971
Valley National Advisers
Pennsylvania
$1.36M -$20.7K -387 -1%
CANY
972
Caxton Associates (New York)
New York
$1.35M +$1.5M +27,961 New
WT
973
Washington Trust
Rhode Island
$1.35M +$910 +17 +0.1%
NCM
974
Narwhal Capital Management
Georgia
$1.35M +$397K +7,426 +36%
1SB
975
1ST Source Bank
Indiana
$1.35M +$17.3K +323 +1%

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.