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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
EWA
1176
EverSource Wealth Advisors
Alabama
$590K -$7K -163 -1%
BFA
1177
Bragg Financial Advisors
North Carolina
$589K +$190K +4,415 +43%
BWP
1178
Baldwin Wealth Partners
Massachusetts
$581K -$11.8K -275 -2%
LA
1179
LexAurum Advisors
Kansas
$579K +$516 +12 +0.1%
HWMA
1180
Heritage Wealth Management (Arizona)
Arizona
$579K +$10.2K +237 +2%
CWS
1181
Cypress Wealth Services
California
$577K -$1.37M -31,796 -70%
MCM
1182
MV Capital Management
Maryland
$577K +$28.4K +662 +5%
GI
1183
Gradient Investments
Minnesota
$576K +$3.65K +85 +0.6%
KA
1184
Kovack Advisors
Florida
$574K -$36.6K -853 -6%
SN
1185
Sittner & Nelson
Oregon
$572K -$45.6K -1,062 -7%
ESB
1186
Essex Savings Bank
Connecticut
$572K
SW
1187
SteelPeak Wealth
California
$571K -$47.3K -1,100 -7%
OWA
1188
One Wealth Advisors
California
$571K +$124K +2,875 +25%
HI
1189
Harbour Investments
Wisconsin
$570K
DWM
1190
Drive Wealth Management
Utah
$570K +$15.6K +364 +3%
VIM
1191
VELA Investment Management
Ohio
$569K +$301 +7 +0%
PWMAG
1192
Pinnacle Wealth Management Advisory Group
New Jersey
$568K +$287K +6,670 +89%
CT
1193
Coastline Trust
Rhode Island
$563K +$351K +8,175 +140%
SWM
1194
Shakespeare Wealth Management
Wisconsin
$560K -$3.22K -75 -0.5%
OCM
1195
Osterweis Capital Management
California
$559K
WLPWM
1196
Walled Lake Planning & Wealth Management
Illinois
$559K
WBCM
1197
Wilson & Boucher Capital Management
California
$558K
FFA
1198
First Foundation Advisors
California
$555K +$35.4K +825 +6%
TCM
1199
Triumph Capital Management
Colorado
$553K -$4.42K -103 -0.7%
AIA
1200
AIMZ Investment Advisors
California
$552K

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.