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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
AWA
1151
Arkadios Wealth Advisors
Georgia
$636K +$559 +13 +0.1%
APC
1152
Aspire Private Capital
North Carolina
$634K +$577K +13,426 +576%
ONST
1153
Old North State Trust
North Carolina
$633K +$676K +15,735 +157,350%
DI
1154
Diligent Investors
California
$631K -$644 -15 -0.1%
BCM
1155
Becker Capital Management
Oregon
$630K -$12.4K -289 -2%
Tudor Investment Corp
1156
Tudor Investment Corp
Connecticut
$630K +$673K +15,671 New
WPW
1157
Waldron Private Wealth
Pennsylvania
$629K +$93.9K +2,185 +16%
AC
1158
Abbrea Capital
California
$628K -$62.5K -1,454 -9%
ONGA
1159
O'Neil Global Advisors
California
$628K -$129 -3 -0%
MPAM
1160
Murphy Pohlad Asset Management
Minnesota
$625K -$4.3K -100 -0.6%
PFA
1161
Pure Financial Advisors
California
$625K +$31.1K +725 +5%
ADIM
1162
Alpha DNA Investment Management
Maryland
$624K +$668K +15,537 New
AT
1163
American Trust
Kentucky
$621K -$15.5K -360 -2%
MCM
1164
Mengis Capital Management
Oregon
$619K -$144K -3,348 -18%
JFA
1165
JNBA Financial Advisors
Minnesota
$614K -$23.3K -542 -3%
JSW
1166
Journey Strategic Wealth
New Jersey
$614K +$203K +4,727 +45%
HSA
1167
HBK Sorce Advisory
Pennsylvania
$612K +$185K +4,309 +40%
Q
1168
QVR
California
$604K +$530K +12,332 +459%
CCG
1169
Ceeto Capital Group
Florida
$603K
NSIM
1170
North Star Investment Management
Illinois
$602K -$41K -954 -6%
HH
1171
Hilltop Holdings
Texas
$597K -$30.3K -705 -5%
KSWA
1172
Kathleen S. Wright Associates
Pennsylvania
$596K
TAM
1173
Tocqueville Asset Management
New York
$596K +$17.3K +402 +3%
BMA
1174
Brooks Moore & Associates
Tennessee
$593K
HCP
1175
Hexagon Capital Partners
Arkansas
$592K +$104K +2,429 +20%

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.