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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
AI
1151
Accredited Investors
Minnesota
$902K -$133K -2,494 -12%
LCM
1152
Logan Capital Management
Pennsylvania
$901K +$9.53K +178 +1%
PWP
1153
Principle Wealth Partners
Connecticut
$900K -$47.6K -890 -5%
GIA
1154
GHP Investment Advisors
Colorado
$899K +$17K +317 +2%
AP
1155
Adero Partners
California
$894K +$101K +1,880 +11%
CWM
1156
C2C Wealth Management
Arizona
$890K -$29.1K -544 -3%
FHA
1157
First Horizon Advisors
Tennessee
$886K -$466K -8,706 -32%
PCP
1158
Proficio Capital Partners
Massachusetts
$879K +$436K +8,140 +81%
ROTUOC
1159
Regents of the University of California
California
$877K
QC
1160
Quadrature Capital
United Kingdom
$876K +$967K +18,076 New
CTC
1161
Central Trust Company
Missouri
$874K +$114K +2,130 +13%
Q
1162
QVR
California
$874K +$966K +18,042 New
BOC
1163
Barbara Oil Co
Illinois
$872K
AIC
1164
Argus Investors Counsel
New York
$870K +$961K +17,963 New
CIP
1165
Convergence Investment Partners
Florida
$868K +$24.6K +459 +3%
SG
1166
Swarthmore Group
Pennsylvania
$865K -$133K -2,476 -12%
DWA
1167
Douglass Winthrop Advisors
New York
$864K
SFG
1168
Summit Financial Group
West Virginia
$862K
PP
1169
Paloma Partners
Connecticut
$860K -$2.95M -55,190 -76%
NCM
1170
Novare Capital Management
North Carolina
$860K +$640K +11,955 +206%
AFA
1171
Abacus FCF Advisors
Florida
$859K +$948K +17,716 New
MCM
1172
Manchester Capital Management
Vermont
$857K +$24.2K +453 +3%
BA
1173
Bristlecone Advisors
Washington
$857K +$67.5K +1,261 +8%
NIC
1174
Northwest Investment Counselors
Oregon
$851K
RG
1175
Rathbones Group
United Kingdom
$851K

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.