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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
MCM
1201
Mainstay Capital Management
Michigan
$808K -$9.37K -175 -1%
MPAM
1202
Murphy Pohlad Asset Management
Minnesota
$798K -$11.2K -210 -1%
SFG
1203
Sather Financial Group
Texas
$796K +$879K +16,429 New
GPA
1204
Garrison Point Advisors
California
$794K
NSAM
1205
North Star Asset Management
Wisconsin
$793K +$2.68K +50 +0.3%
BFPW
1206
BOK Financial Private Wealth
Colorado
$788K +$176K +3,293 +25%
KMWM
1207
Keudell/Morrison Wealth Management
Oregon
$786K -$3.96K -74 -0.5%
SW
1208
SteelPeak Wealth
California
$785K +$75.8K +1,417 +10%
SVWAG
1209
Sound View Wealth Advisors Group
Georgia
$783K -$2.03K -38 -0.2%
HCM
1210
Highlander Capital Management
New Jersey
$780K
BFEC
1211
Benjamin F. Edwards & Company
Missouri
$777K -$168K -3,130 -16%
P
1212
Pitcairn
Pennsylvania
$776K -$87K -1,625 -9%
FCI
1213
Financial Counselors Inc
Kansas
$776K +$195K +3,649 +30%
PWPS
1214
Pinnacle Wealth Planning Services
Ohio
$774K +$139K +2,606 +19%
JFA
1215
JNBA Financial Advisors
Minnesota
$773K -$7.44K -139 -0.9%
PMA
1216
Prudent Man Advisors
Illinois
$771K -$14.2K -266 -2%
FI
1217
Fractal Investments
Connecticut
$770K +$129K +2,408 +18%
UFF
1218
USA Financial Formulas
Michigan
$770K +$762K +14,242 +864%
WA1
1219
Wimmer Associates 1
California
$769K
AWA
1220
Arkadios Wealth Advisors
Georgia
$768K -$343K -6,413 -29%
LNWTC
1221
Laird Norton Wetherby Trust Company
Washington
$764K +$37.9K +708 +5%
AT
1222
American Trust
Kentucky
$762K -$43.8K -818 -5%
SG
1223
Stonnington Group
California
$758K -$81.6K -1,525 -9%
BCM
1224
Becker Capital Management
Oregon
$757K -$31.1K -581 -4%
AII
1225
AGF Investments Inc
Ontario, Canada
$757K +$836K +15,616 New

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.