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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
PWLP
1076
Prio Wealth Limited Partnership
Massachusetts
$750K -$4.42K -103 -0.5%
LGA
1077
Lebenthal Global Advisors
New York
$744K
CT
1078
Cambridge Trust
Massachusetts
$743K -$38.5K -896 -5%
FMTC
1079
Farmers & Merchants Trust Company
California
$743K -$29K -675 -4%
BCM
1080
Boltwood Capital Management
California
$740K -$258K -6,000 -25%
CBT
1081
CoreFirst Bank & Trust
Kansas
$735K -$14.8K -344 -2%
ROTUOC
1082
Regents of the University of California
California
$728K
EFS
1083
Essex Financial Services
Connecticut
$728K +$86 +2 +0%
AG
1084
Ascent Group
Virginia
$727K -$57.5K -1,339 -8%
WA1
1085
Wimmer Associates 1
California
$727K -$3.01K -70 -0.4%
AG
1086
AIA Group
Hong Kong
$726K -$478K -11,130 -38%
BOC
1087
Barbara Oil Co
Illinois
$724K
STA
1088
Summit Trail Advisors
New York
$723K -$177K -4,129 -19%
GVAG
1089
Great Valley Advisor Group
Delaware
$721K +$44.3K +1,031 +6%
KFSC
1090
Keystone Financial Services (Colorado)
Colorado
$719K -$34.4K -800 -5%
DAS
1091
Dynamic Advisor Solutions
Arizona
$719K -$5.11K -119 -0.7%
CCM
1092
Chiron Capital Management
Florida
$719K +$21.5K +501 +3%
YWP
1093
YorkBridge Wealth Partners
New York
$716K -$41K -955 -5%
LAS
1094
LWM Advisory Services
Florida
$716K +$16K +372 +2%
AC
1095
Apella Capital
Connecticut
$714K -$797K -18,562 -51%
HBT
1096
Heartland Bank & Trust
Illinois
$713K -$12.7K -295 -2%
WBG
1097
Wharton Business Group
Pennsylvania
$711K +$9.24K +215 +1%
AP
1098
Adero Partners
California
$710K -$2.32K -54 -0.3%
SFG
1099
Summit Financial Group
West Virginia
$709K
CW
1100
CreativeOne Wealth
Kansas
$708K -$177K -4,121 -19%

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.