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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
FPCP
1101
Fort Point Capital Partners
California
$706K -$235K -5,460 -24%
AF
1102
Advisornet Financial
Minnesota
$706K -$34K -792 -4%
NCM
1103
Neumann Capital Management
California
$705K
VBFP
1104
Valtinson Bruner Financial Planning
Minnesota
$704K +$601 +14 +0.1%
XF
1105
XML Financial
Maryland
$703K +$38.7K +900 +5%
NCM
1106
Narwhal Capital Management
Georgia
$702K +$26.8K +623 +4%
NIC
1107
Northwest Investment Counselors
Oregon
$700K -$2.15K -50 -0.3%
SB
1108
Simmons Bank
Arkansas
$697K -$12.9K -300 -2%
Legacy Financial Group (Iowa)
1109
Legacy Financial Group (Iowa)
Iowa
$694K -$104K -2,430 -12%
FMLI
1110
Fukoku Mutual Life Insurance
Japan
$693K -$193K -4,482 -21%
IWM
1111
IHT Wealth Management
Illinois
$693K +$329K +7,663 +80%
CC
1112
Chicago Capital
Illinois
$691K
LF
1113
Lantz Financial
Illinois
$691K +$7.13K +166 +1%
CWM
1114
C2C Wealth Management
Arizona
$690K -$84.2K -1,959 -11%
BCM
1115
Brookstone Capital Management
Illinois
$685K +$32.1K +747 +5%
ISL
1116
Ingalls & Snyder LLC
New York
$684K -$2.45M -56,997 -77%
SIA
1117
Strategic Investment Advisors
Michigan
$683K +$730K +16,998 New
DWA
1118
Douglass Winthrop Advisors
New York
$680K -$44.9K -1,046 -6%
GAG
1119
GM Advisory Group
New York
$679K +$7.69K +179 +1%
MCM
1120
Mainstay Capital Management
Michigan
$678K -$2.15K -50 -0.3%
NWM
1121
Northwest Wealth Management
Iowa
$676K -$7.52K -175 -1%
PMA
1122
Prudent Man Advisors
Illinois
$675K +$38.4K +893 +6%
WAM
1123
Wakefield Asset Management
Colorado
$675K +$70K +1,630 +11%
LD
1124
Lipe & Dalton
New York
$674K +$43K +1,000 +6%
VT
1125
Vise Technologies
New York
$672K +$251K +5,831 +54%

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.