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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
JIC
951
Joel Isaacson & Co
New York
$1.04M +$13.1K +306 +1%
DLG
952
Daniel L. Goodwin
$1.04M
RCAG
953
Rehmann Capital Advisory Group
Michigan
$1.03M +$111K +2,585 +11%
CT
954
Caldwell Trust
Florida
$1.03M +$50.2K +1,168 +5%
SFA
955
Sequoia Financial Advisors
Ohio
$1.03M -$77.5K -1,804 -7%
TPWA
956
TRUE Private Wealth Advisors
Oregon
$1.03M
FCCM
957
First City Capital Management
Georgia
$1.03M +$29.6K +690 +3%
MC
958
Martin & Co
Tennessee
$1.03M +$25.5K +593 +2%
GC
959
GFG Capital
Florida
$1.02M +$20.2K +471 +2%
NEWAS
960
N.E.W. Advisory Services
Wisconsin
$1.02M +$56.5K +1,315 +5%
NL
961
NVWM LLC
Pennsylvania
$1.02M +$74.3K +1,729 +7%
RIL
962
Rothschild Investment LLC
Illinois
$1.02M -$358K -8,325 -25%
SS
963
Sunbelt Securities
Texas
$1.01M +$27.4K +637 +3%
SS
964
Simplicity Solutions
Minnesota
$1.01M +$270K +6,296 +33%
EF
965
Empowered Funds
Pennsylvania
$1.01M +$147K +3,430 +16%
PFGIA
966
Patriot Financial Group Insurance Agency
Massachusetts
$1.01M +$40.4K +941 +4%
SBIA
967
Sheaff Brock Investment Advisors
Indiana
$1M +$4.12K +96 +0.4%
RWA
968
Redhawk Wealth Advisors
Minnesota
$1M +$1.07M +24,956 New
ZIC
969
ZWJ Investment Counsel
Georgia
$1M
LSAG
970
Lake Street Advisors Group
New Hampshire
$1M +$64.6K +1,503 +6%
QCG
971
Quadrant Capital Group
Ohio
$1M +$119K +2,780 +13%
SC
972
Sawyer & Company
Massachusetts
$993K
IA
973
Insight Advisors
Pennsylvania
$992K
HW
974
Hancock Whitney
Mississippi
$989K -$28.8K -671 -3%
CC
975
Cadinha & Co
Hawaii
$984K

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.