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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
Legacy Financial Group (Iowa)
1126
Legacy Financial Group (Iowa)
Iowa
$958K +$1.06M +19,767 New
FMTC
1127
Farmers & Merchants Trust Company
California
$957K +$14.1K +263 +1%
FCAG
1128
First Capital Advisors Group
New Jersey
$956K -$148K -2,766 -12%
MMA
1129
Miracle Mile Advisors
California
$954K +$538K +10,055 +104%
FBT
1130
First Bank & Trust
South Dakota
$948K +$30.6K +572 +3%
CAM
1131
Chou Associates Management
Ontario, Canada
$947K
QP
1132
Quilter Plc
United Kingdom
$944K
MMHP
1133
Murphy Middleton Hinkle & Parker
Georgia
$940K
FB
1134
Fulton Bank
Pennsylvania
$939K +$12.3K +229 +1%
AA
1135
Argent Advisors
Louisiana
$935K +$1.23K +23 +0.1%
MMPW
1136
Mitchell McLeod Pugh & Williams
Alabama
$930K +$2.03K +38 +0.2%
GCM
1137
Glynn Capital Management
California
$929K
TIM
1138
Triad Investment Management
California
$922K
T
1139
TOBAM
France
$922K +$359K +6,700 +54%
PWLP
1140
Prio Wealth Limited Partnership
Massachusetts
$921K -$15.1K -282 -1%
CRWM
1141
Castle Rock Wealth Management
California
$920K +$54 +1 +0%
VIA
1142
Vident Investment Advisory
Georgia
$917K +$113K +2,115 +13%
LWIC
1143
Leith Wheeler Investment Counsel
British Columbia, Canada
$917K +$1.01M +18,933 New
EFS
1144
Essex Financial Services
Connecticut
$914K +$60.5K +1,130 +6%
FWM
1145
Frontier Wealth Management
Missouri
$912K -$381K -7,118 -27%
CIAS
1146
Capital Investment Advisory Services
North Carolina
$911K -$301K -5,617 -23%
FWM
1147
Foresight Wealth Management
Utah
$910K +$54 +1 +0%
PWP
1148
Pursue Wealth Partners
California
$907K -$5.92M -110,627 -85%
YWP
1149
YorkBridge Wealth Partners
New York
$906K +$147K +2,751 +17%
GT
1150
Glenview Trust
Kentucky
$905K +$211K +3,944 +27%

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.