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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
AQR Capital Management
101
AQR Capital Management
Connecticut
$132M +$52.1M +973,283 +55%
1832 Asset Management
102
1832 Asset Management
Ontario, Canada
$129M +$80M +1,494,325 +125%
SSA
103
Schonfeld Strategic Advisors
New York
$128M +$3.45M +64,460 +2%
RCAMU
104
Rothschild & Co Asset Management US
Connecticut
$128M +$3.41M +63,715 +2%
SSM
105
Sound Shore Management
Connecticut
$127M -$17.4M -325,555 -11%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$124M -$6.51M -121,692 -5%
DnB Asset Management
107
DnB Asset Management
Norway
$123M +$23.8M +444,403 +21%
US Bancorp
108
US Bancorp
Minnesota
$122M +$27.9K +522 +0%
AC
109
Alleghany Corporation
New York
$119M
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$118M -$6.89M -128,779 -5%
AAM
111
Ardevora Asset Management
United Kingdom
$118M +$130M +2,430,200 New
LI
112
Latash Investments
Alaska
$118M -$3.45M -64,521 -3%
Jane Street
113
Jane Street
New York
$116M +$32.5M +606,381 +34%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$115M +$852K +15,920 +0.7%
RJA
115
Raymond James & Associates
Florida
$114M +$618K +11,548 +0.5%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$114M -$2.92M -54,494 -2%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$113M -$3.43M -64,153 -3%
RI
118
RWWM Inc
California
$113M -$14.6M -272,415 -10%
Balyasny Asset Management
119
Balyasny Asset Management
Illinois
$113M -$21.8M -408,056 -15%
HighTower Advisors
120
HighTower Advisors
Illinois
$112M -$6.83M -127,628 -5%
Calamos Advisors
121
Calamos Advisors
Illinois
$110M +$8.47M +158,196 +7%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$104M -$11.7M -219,116 -9%
Lord, Abbett & Co
123
Lord, Abbett & Co
New Jersey
$102M +$7.81M +145,899 +7%
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$100M +$14.7M +274,298 +15%
Mitsubishi UFJ Asset Management
125
Mitsubishi UFJ Asset Management
Japan
$99.2M +$6.98M +130,357 +7%

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.