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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
SPC
1001
Stewart & Patten Company
California
$906K -$183K -4,270 -16%
RPCONE
1002
Retirement Planning Company of New England
Rhode Island
$906K +$4.12K +96 +0.4%
IAMOG
1003
Investors Asset Management of Georgia
Georgia
$905K +$34.8K +811 +4%
RPC
1004
Rossmore Private Capital
Connecticut
$904K
FWCM
1005
Ferguson Wellman Capital Management
Oregon
$900K +$2.62K +61 +0.3%
Jones Financial Companies
1006
Jones Financial Companies
Missouri
$898K +$23.1K +538 +2%
BAAM
1007
Baker Avenue Asset Management
California
$897K -$22.5K -523 -2%
CPO
1008
Cerity Partners OCIO
New York
$896K -$30.2K -704 -3%
WA
1009
WP Advisors
California
$894K -$22.8K -530 -2%
EGM
1010
Engineers Gate Manager
New York
$890K -$1.04M -24,279 -52%
WHG
1011
Westwood Holdings Group
Texas
$890K -$12.2K -284 -1%
IFG
1012
Independent Financial Group
California
$882K +$24.2K +563 +3%
CAG
1013
Csenge Advisory Group
Florida
$882K +$30.1K +700 +3%
GLLW
1014
Graves Light Lenhart Wealth
Virginia
$881K +$172 +4 +0%
BBA
1015
BLB&B Advisors
Pennsylvania
$879K
SIC
1016
Salem Investment Counselors
North Carolina
$878K -$2.88K -67 -0.3%
GA
1017
GFS Advisors
Texas
$875K
AA
1018
Argent Advisors
Louisiana
$872K +$24.5K +571 +3%
AIC
1019
Argus Investors Counsel
New York
$869K +$113K +2,641 +14%
WPC
1020
Wedmont Private Capital
Pennsylvania
$865K +$135K +3,147 +17%
IMA
1021
Investment Management Associates
Colorado
$864K -$6.32K -147 -0.7%
FB
1022
Fulton Bank
Pennsylvania
$861K +$136K +3,160 +17%
JIP
1023
Jaffetilchin Investment Partners
Florida
$857K +$30.5K +709 +3%
BO
1024
BRR OpCo
Ohio
$853K +$301 +7 +0%
IAIM
1025
International Assets Investment Management
Florida
$850K +$217K +5,062 +31%

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.