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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
TAM
976
Tealwood Asset Management
Minnesota
$981K
PK
977
Pflug Koory
Nebraska
$977K -$55.3K -1,287 -5%
BMM
978
Buffington Mohr McNeal
Idaho
$977K -$32.2K -750 -3%
APP
979
Avantax Planning Partners
Iowa
$973K -$1.17M -27,202 -53%
LWANC
980
Laurel Wealth Advisors (North Carolina)
North Carolina
$973K +$644 +15 +0.1%
TCM
981
Telos Capital Management
California
$973K +$163K +3,800 +19%
ASBI
982
American State Bank (Iowa)
Iowa
$969K +$44.7K +1,040 +5%
CG
983
Colony Group
Massachusetts
$966K -$43.7K -1,018 -4%
NB
984
Nicolet Bankshares
Wisconsin
$966K -$5.71K -133 -0.6%
EH
985
Equitable Holdings
New York
$965K +$37.1K +863 +4%
CL
986
CSS LLC
Illinois
$954K -$50.3K -1,170 -5%
PCFFS
987
Pacific Center for Financial Services
California
$953K +$354K +8,232 +53%
TCPWM
988
Traverso Chambers Private Wealth Management
California
$951K +$86 +2 +0%
NEI
989
Northwest & Ethical Investments
Ontario, Canada
$950K
MFS
990
Mirabella Financial Services
United Kingdom
$947K -$2M -46,528 -67%
AP
991
Appleton Partners
Massachusetts
$944K -$329K -7,656 -25%
F
992
F3Logic
Minnesota
$943K -$3.65K -85 -0.4%
RL
993
Ruffer LLP
United Kingdom
$929K
PCA
994
Personal Capital Advisors
California
$927K +$366K +8,525 +59%
BHB
995
Bank Hapoalim BM
Israel
$926K +$5.28K +123 +0.5%
LCM
996
Logan Capital Management
Pennsylvania
$919K +$87.8K +2,043 +10%
LWCFA
997
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$908K -$25.1K -584 -3%
EM
998
Excalibur Management
Massachusetts
$907K -$11.7K -273 -1%
AW
999
Alaethes Wealth
Nevada
$907K
LS
1000
Livforsakringsbolaget Skandia
Sweden
$906K -$898K -20,900 -48%

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.