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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
BCFD
1001
Boit C.F. David
$1.25M
Fiera Capital (Canada)
1002
Fiera Capital (Canada)
Quebec, Canada
$1.25M -$328K -6,134 -19%
CGL
1003
Clarius Group LLC
Washington
$1.25M
DLG
1004
Daniel L. Goodwin
$1.25M +$5.35K +100 +0.4%
ECM
1005
Evergreen Capital Management
Washington
$1.24M +$133K +2,490 +11%
PWG
1006
Private Wealth Group
Florida
$1.24M +$1.37M +25,612 New
CG
1007
Colony Group
Massachusetts
$1.24M +$292K +5,448 +27%
AT
1008
Arden Trust
Delaware
$1.24M -$201K -3,760 -13%
SS
1009
Sunbelt Securities
Texas
$1.23M -$285K -5,333 -18%
CA
1010
Cullinan Associates
Kentucky
$1.23M +$506K +9,455 +60%
FNBSF
1011
First National Bank Sioux Falls
South Dakota
$1.22M
CNBTD
1012
Citizens National Bank Trust Department
Mississippi
$1.22M -$1.45K -27 -0.1%
CF
1013
Centaurus Financial
California
$1.22M -$28.6K -534 -2%
SCC
1014
Steel Canyon Capital
Arizona
$1.21M -$5.19M -96,944 -79%
BMM
1015
Buffington Mohr McNeal
Idaho
$1.21M
CW
1016
CreativeOne Wealth
Kansas
$1.21M +$295K +5,503 +28%
CA
1017
Cumberland Advisors
Florida
$1.2M +$130K +2,438 +11%
SC
1018
Sawyer & Company
Massachusetts
$1.2M -$221K -4,125 -14%
GC
1019
GFG Capital
Florida
$1.19M +$7.44K +139 +0.6%
SBIA
1020
Sheaff Brock Investment Advisors
Indiana
$1.19M +$69.9K +1,306 +6%
SIA
1021
Soltis Investment Advisors
Utah
$1.19M +$395K +7,375 +43%
BB
1022
Busey Bank
Illinois
$1.19M +$16.1K +300 +1%
BCM
1023
Boltwood Capital Management
California
$1.19M -$15K -280 -1%
IA
1024
Insight Advisors
Pennsylvania
$1.19M +$1.98K +37 +0.2%
CC
1025
Cadinha & Co
Hawaii
$1.19M

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.