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
TAM
1026
Tealwood Asset Management
Minnesota
$1.18M +$5.62K +105 +0.4%
LSAG
1027
Lake Street Advisors Group
New Hampshire
$1.18M +$131K +2,452 +11%
MC
1028
Martin & Co
Tennessee
$1.18M -$115K -2,152 -8%
TPWA
1029
TRUE Private Wealth Advisors
Oregon
$1.18M -$4.28K -80 -0.3%
HH
1030
Hilltop Holdings
Texas
$1.18M +$588K +10,984 +83%
QCIG
1031
Quad-Cities Investment Group
Iowa
$1.17M +$54 +1 +0%
CC
1032
Courier Capital
New York
$1.17M +$121K +2,258 +10%
NB
1033
Nicolet Bankshares
Wisconsin
$1.17M
LWANC
1034
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.17M -$10.7K -200 -0.8%
CA
1035
Claris Advisors
Missouri
$1.17M -$390K -7,292 -23%
HCM
1036
Hutchinson Capital Management
California
$1.17M -$10.4K -195 -0.8%
JWM
1037
Jeppson Wealth Management
California
$1.17M +$3.21K +60 +0.2%
HJMC
1038
Hellman Jordan Management Company
Massachusetts
$1.16M +$1.28M +23,900 New
RCAG
1039
Rehmann Capital Advisory Group
Michigan
$1.15M +$56.4K +1,053 +5%
BAAM
1040
Baker Avenue Asset Management
California
$1.15M +$1.27M +23,666 New
NEI
1041
Northwest & Ethical Investments
Ontario, Canada
$1.15M -$65K -1,215 -5%
BNP Paribas Asset Management
1042
BNP Paribas Asset Management
France
$1.13M -$2.43M -45,475 -66%
ACA
1043
Atlas Capital Advisors
Wyoming
$1.13M +$5.25K +98 +0.4%
SWA
1044
Stratos Wealth Advisors
Ohio
$1.13M -$255K -4,769 -17%
NL
1045
NVWM LLC
Pennsylvania
$1.12M -$295K -5,514 -19%
CCM
1046
Compton Capital Management
Rhode Island
$1.12M -$5.35K -100 -0.4%
FWCM
1047
Ferguson Wellman Capital Management
Oregon
$1.12M +$20.5K +383 +2%
MCM
1048
Mengis Capital Management
Oregon
$1.12M +$76.7K +1,434 +7%
LWCFA
1049
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.12M -$50K -934 -4%
GVAG
1050
Great Valley Advisor Group
Delaware
$1.12M +$709K +13,248 +134%

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.