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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
WI
1101
Wintrust Investments
Illinois
$1.01M +$42.3K +790 +4%
FNT
1102
First National Trust
Pennsylvania
$1.01M -$47.7K -891 -4%
SWM
1103
Sendero Wealth Management
Texas
$1.01M -$125K -2,343 -10%
AF
1104
Advisornet Financial
Minnesota
$1.01M +$284K +5,298 +34%
Jones Financial Companies
1105
Jones Financial Companies
Missouri
$1M -$106K -1,979 -9%
CAG
1106
Csenge Advisory Group
Florida
$1M +$78.8K +1,472 +8%
ACS
1107
Archford Capital Strategies
Illinois
$1M +$207K +3,862 +23%
AC
1108
Apella Capital
Connecticut
$1M +$1.11M +20,680 New
IRC
1109
Investors Research Corp
Georgia
$1M
CT
1110
Cambridge Trust
Massachusetts
$999K -$42.8K -799 -4%
ICG
1111
InterOcean Capital Group
Tennessee
$996K +$94.1K +1,759 +9%
AWMT
1112
AAFMAA Wealth Management & Trust
North Carolina
$995K
LI
1113
Lafayette Investments
Maryland
$991K -$2.1M -39,265 -66%
PFSC
1114
Peoples Financial Services Corp
Pennsylvania
$989K -$78.9K -1,474 -7%
CPIG
1115
Chicago Partners Investment Group
Illinois
$983K -$177K -3,316 -12%
MGIA
1116
Moneta Group Investment Advisors
Missouri
$983K -$13.1K -244 -1%
LIA
1117
LS Investment Advisors
Michigan
$980K
SB
1118
Simmons Bank
Arkansas
$970K -$10.7K -200 -1%
CFAM
1119
Coury Firm Asset Management
Pennsylvania
$969K
HA
1120
Harbor Advisors
Florida
$969K
NEWAS
1121
N.E.W. Advisory Services
Wisconsin
$969K +$129K +2,415 +11%
EP
1122
Edgestream Partners
New Jersey
$968K -$3.32M -61,943 -76%
TBA
1123
Tower Bridge Advisors
Pennsylvania
$967K -$42.8K -800 -4%
QAM
1124
Q3 Asset Management
Michigan
$966K +$1.07M +19,995 New
FFG
1125
Fortem Financial Group
California
$960K +$446K +8,342 +73%

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.