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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
EH
1051
Equitable Holdings
New York
$1.12M +$181K +3,376 +17%
CCM
1052
Carlson Capital Management
Minnesota
$1.11M +$6.48K +121 +0.5%
FPCP
1053
Fort Point Capital Partners
California
$1.11M -$14K -262 -1%
IC
1054
Intersect Capital
California
$1.11M +$80.3K +1,501 +7%
AIIMS
1055
Analyst IMS Investment Management Services
Israel
$1.1M -$231K -4,315 -16%
FCCM
1056
First City Capital Management
Georgia
$1.1M +$98.5K +1,840 +9%
MSR
1057
Main Street Research
Connecticut
$1.1M +$21.2K +396 +2%
BMA
1058
Brooks Moore & Associates
Tennessee
$1.1M -$846K -15,812 -41%
B
1059
Barings
North Carolina
$1.1M -$197K -3,688 -14%
RIA
1060
Realta Investment Advisors
Delaware
$1.1M -$32.2K -602 -3%
RPC
1061
Rossmore Private Capital
Connecticut
$1.09M
BO
1062
BRR OpCo
Ohio
$1.09M +$286K +5,340 +31%
AW
1063
Alaethes Wealth
Nevada
$1.08M
IAN
1064
Integrated Advisors Network
Texas
$1.08M +$134K +2,511 +13%
JIC
1065
Joel Isaacson & Co
New York
$1.08M -$53.5K -999 -4%
WA
1066
WP Advisors
California
$1.08M -$230K -4,306 -16%
RPCONE
1067
Retirement Planning Company of New England
Rhode Island
$1.08M -$3.27K -61 -0.3%
GLLW
1068
Graves Light Lenhart Wealth
Virginia
$1.07M +$161 +3 +0%
IMA
1069
Investment Management Associates
Colorado
$1.07M -$124K -2,311 -9%
SIC
1070
Salem Investment Counselors
North Carolina
$1.07M +$75.6K +1,412 +7%
IFG
1071
Independent Financial Group
California
$1.07M -$646K -12,067 -35%
ASBI
1072
American State Bank (Iowa)
Iowa
$1.07M -$32.1K -600 -3%
RL
1073
Ruffer LLP
United Kingdom
$1.07M -$214K -4,000 -15%
BBA
1074
BLB&B Advisors
Pennsylvania
$1.06M -$57.9K -1,081 -5%
ST
1075
Spinnaker Trust
Maine
$1.06M -$45.9K -858 -4%

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.