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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
CIA
1126
Cladis Investment Advisory
Montana
$670K
PWA
1127
Providence Wealth Advisors
Illinois
$670K -$26.6K -619 -4%
SG
1128
Stonnington Group
California
$668K
Koshinski Asset Management
1129
Koshinski Asset Management
Illinois
$667K +$17.5K +408 +3%
SFO
1130
Stokes Family Office
Louisiana
$665K +$42.9K +998 +6%
KMWM
1131
Keudell/Morrison Wealth Management
Oregon
$662K -$2.84K -66 -0.4%
PWPS
1132
Pinnacle Wealth Planning Services
Ohio
$662K +$227K +5,283 +47%
HCM
1133
Hutner Capital Management
Vermont
$661K -$13.1K -305 -2%
GFP
1134
Gryphon Financial Partners
Ohio
$661K +$163K +3,794 +30%
PFM
1135
Parsec Financial Management
North Carolina
$660K
ALAM
1136
Asahi Life Asset Management
Japan
$660K +$10.7K +250 +2%
GPA
1137
Garrison Point Advisors
California
$659K
TBA
1138
Tower Bridge Advisors
Pennsylvania
$658K -$142K -3,300 -17%
FCA
1139
FinTrust Capital Advisors
South Carolina
$657K -$11.5K -268 -2%
NSAM
1140
North Star Asset Management
Wisconsin
$651K
SVWAG
1141
Sound View Wealth Advisors Group
Georgia
$651K +$559 +13 +0.1%
RIA
1142
Richwood Investment Advisors
Ohio
$649K -$41.7K -970 -6%
ET
1143
Equitable Trust
Tennessee
$648K +$233K +5,420 +51%
EW
1144
Element Wealth
Mississippi
$647K +$19.5K +455 +3%
RT
1145
Rockland Trust
Massachusetts
$646K -$16.8K -391 -2%
NIM
1146
Northeast Investment Management
Massachusetts
$645K
HWAM
1147
Hennion & Walsh Asset Management
New Jersey
$644K +$44.7K +1,041 +7%
SYBT
1148
Stock Yards Bank & Trust
Kentucky
$642K -$4.38K -102 -0.6%
DG
1149
DMC Group
Alabama
$642K -$4.3K -100 -0.6%
SFG
1150
Sather Financial Group
Texas
$641K

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.