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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
FMWA
1201
Forvis Mazars Wealth Advisors
Missouri
$551K -$36.4K -847 -6%
BP
1202
BBR Partners
New York
$550K -$336K -7,817 -36%
WIC
1203
Woodmont Investment Counsel
Tennessee
$550K
AI
1204
AXS Investments
New York
$548K -$104K -2,430 -15%
RC
1205
Rovin Capital
Arizona
$548K -$16.7K -388 -3%
CIP
1206
Convergence Investment Partners
Florida
$545K -$178K -4,138 -23%
CA
1207
Carson Advisory
Georgia
$545K -$11.4K -265 -2%
RWA
1208
RGT Wealth Advisors
Texas
$544K +$104K +2,432 +22%
FSCM
1209
Front Street Capital Management
Montana
$541K -$13.5K -315 -2%
EA
1210
Eclectic Associates
California
$540K -$34.2K -796 -6%
CPA
1211
Cardiff Park Advisors
California
$539K -$44.3K -1,031 -7%
FNBT
1212
FineMark National Bank & Trust
Florida
$539K -$7.26K -169 -1%
WSTAM
1213
Wilbanks Smith & Thomas Asset Management
Virginia
$537K +$134K +3,120 +31%
AWM
1214
Alterna Wealth Management
Texas
$536K -$58K -1,350 -9%
CCM
1215
Chilton Capital Management
Texas
$536K -$15K -350 -3%
PWW
1216
Pettyjohn Wood & White
Virginia
$536K +$86 +2 +0%
KC
1217
Knuff & Co
California
$535K
GWMI
1218
Guardian Wealth Management (Illinois)
Illinois
$535K +$344 +8 +0.1%
WG
1219
Welch Group
Alabama
$534K +$12.9K +300 +2%
BCAM
1220
Boston Common Asset Management
Massachusetts
$533K +$1.16K +27 +0.2%
MIFH
1221
Migdal Insurance & Financial Holdings
Israel
$530K -$260K -6,046 -32%
WAM
1222
Weatherly Asset Management
California
$530K
BIC
1223
Beach Investment Counsel
Pennsylvania
$529K -$3.22K -75 -0.6%
WB
1224
West Bancorporation
Iowa
$527K
JIC
1225
Johnson Investment Counsel
Ohio
$526K -$2.66K -62 -0.5%

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.