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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
WPC
1226
Wedmont Private Capital
Pennsylvania
$756K +$197K +3,687 +31%
VWA
1227
Visionary Wealth Advisors
Illinois
$755K +$215K +4,023 +35%
CS
1228
Comerica Securities
Michigan
$754K +$438K +8,189 +111%
RE
1229
RBC Europe
United Kingdom
$753K -$22.5K -420 -3%
CFG
1230
Citizens Financial Group
Rhode Island
$750K -$13.6K -254 -2%
HAM
1231
HoldCo Asset Management
Florida
$748K -$138M -2,573,561 -99%
PCFFS
1232
Pacific Center for Financial Services
California
$748K -$31.6K -590 -4%
FSA
1233
Financial Sense Advisors
California
$748K +$826K +15,430 New
IWA
1234
IVC Wealth Advisors
Pennsylvania
$741K -$803 -15 -0.1%
AWM
1235
Alterna Wealth Management
Texas
$735K +$26.8K +500 +3%
EW
1236
Element Wealth
Mississippi
$734K -$33.5K -625 -4%
DI
1237
Diligent Investors
California
$732K +$268 +5 +0%
FFA
1238
First Foundation Advisors
California
$730K +$89.4K +1,670 +12%
NSIM
1239
North Star Investment Management
Illinois
$728K -$6.85K -128 -0.8%
RCM
1240
RB Capital Management
Nevada
$728K +$7.44K +139 +0.9%
CT
1241
Caldwell Trust
Florida
$725K +$143K +2,664 +22%
CL
1242
Choreo LLC
Illinois
$723K -$369K -6,895 -32%
IWP
1243
Icon Wealth Partners
Texas
$723K +$475K +8,882 +147%
JIP
1244
Jaffetilchin Investment Partners
Florida
$722K +$80.4K +1,503 +10%
KSWA
1245
Kathleen S. Wright Associates
Pennsylvania
$718K
IAIM
1246
International Assets Investment Management
Florida
$717K +$42.1K +786 +6%
CL
1247
CSS LLC
Illinois
$714K -$1.61M -30,000 -67%
KFSC
1248
Keystone Financial Services (Colorado)
Colorado
$714K -$4.6K -86 -0.5%
CCWA
1249
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$714K +$789K +14,735 New
WA
1250
Waverly Advisors
Alabama
$713K -$7.01K -131 -0.9%

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.