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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
TCPWM
1176
Traverso Chambers Private Wealth Management
California
$850K +$11.3K +211 +1%
NIM
1177
Northeast Investment Management
Massachusetts
$849K +$147K +2,738 +19%
HBT
1178
Heartland Bank & Trust
Illinois
$846K -$224K -4,185 -19%
LCP
1179
Legacy Capital Partners
Wisconsin
$843K +$5.35K +100 +0.6%
PFM
1180
Parsec Financial Management
North Carolina
$841K +$104K +1,952 +13%
BP
1181
Ballentine Partners
Massachusetts
$838K +$172K +3,211 +23%
Koshinski Asset Management
1182
Koshinski Asset Management
Illinois
$837K -$46.6K -871 -5%
LAS
1183
LWM Advisory Services
Florida
$834K -$20.6K -384 -2%
XF
1184
XML Financial
Maryland
$834K +$3.75K +70 +0.4%
CC
1185
Chicago Capital
Illinois
$832K -$20.1K -375 -2%
MHS
1186
M Holdings Securities
Oregon
$829K +$915K +17,098 New
RIA
1187
Richwood Investment Advisors
Ohio
$828K -$5.35K -100 -0.6%
DAS
1188
Dynamic Advisor Solutions
Arizona
$827K +$184K +3,430 +25%
AC
1189
Abbrea Capital
California
$824K +$24.6K +460 +3%
LF
1190
Lantz Financial
Illinois
$824K +$30K +560 +3%
IIA
1191
IPG Investment Advisors
California
$823K -$158K -2,958 -15%
CRC
1192
Curi RMB Capital
Illinois
$823K -$32.1K -600 -3%
CAM
1193
CenterStar Asset Management
Illinois
$823K
CIA
1194
Cladis Investment Advisory
Montana
$813K -$48.2K -900 -5%
MA
1195
Mutual Advisors
Nebraska
$812K -$95.3K -1,781 -10%
ALAM
1196
Asahi Life Asset Management
Japan
$811K -$49.2K -920 -5%
HCM
1197
Hutner Capital Management
Vermont
$811K
VBFP
1198
Valtinson Bruner Financial Planning
Minnesota
$811K +$659K +12,304 +237%
GAG
1199
GM Advisory Group
New York
$810K +$2.46K +46 +0.3%
CIA
1200
Cascade Investment Advisors
Oregon
$809K +$878K +16,400 +5,467%

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.