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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
GS
1226
Gagnon Securities
New York
$525K
IIA
1227
IPG Investment Advisors
California
$524K -$66.8K -1,554 -11%
HCM
1228
Highlander Capital Management
New Jersey
$524K -$85.9K -2,000 -13%
PWM
1229
Purus Wealth Management
California
$523K +$3.65K +85 +0.7%
CG
1230
Cutler Group
California
$520K -$1.06M -24,771 -66%
WI
1231
Wintrust Investments
Illinois
$519K -$22.7K -529 -4%
SSWM
1232
Sheets Smith Wealth Management
North Carolina
$518K +$387 +9 +0.1%
MWM
1233
Madison Wealth Management
Ohio
$517K +$29.2K +679 +6%
CNC
1234
Canandaigua National Corp
New York
$516K -$76.3K -1,777 -12%
MCM
1235
Monument Capital Management
Virginia
$516K +$197K +4,589 +56%
FLI
1236
Family Legacy Inc
South Carolina
$515K
MHS
1237
M Holdings Securities
Oregon
$514K -$8.08K -188 -1%
RMDI
1238
R.M. Davis Inc
Maine
$512K +$298K +6,941 +120%
CFGS
1239
Concourse Financial Group Securities
Alabama
$511K -$1.85K -43 -0.3%
LA
1240
Lakeside Advisors
Washington
$509K -$4.3K -100 -0.8%
FHA
1241
Flagship Harbor Advisors
Massachusetts
$507K -$6.96K -162 -1%
LWM
1242
Liberty Wealth Management
California
$507K +$3.31K +77 +0.6%
MAA
1243
Mraz Amerine & Associates
California
$505K -$1.07K -25 -0.2%
CSPIA
1244
Cary Street Partners Investment Advisory
Virginia
$503K +$11.2K +261 +2%
MW
1245
Marcum Wealth
Ohio
$502K +$50.6K +1,178 +10%
LC
1246
Lindbrook Capital
California
$501K +$189K +4,391 +54%
ECG
1247
Edge Capital Group
Georgia
$498K -$11.9K -278 -2%
SAS
1248
Stelac Advisory Services
New York
$498K
WB
1249
Webster Bank
Connecticut
$496K -$22.3K -518 -4%
GLA
1250
Good Life Advisors
Pennsylvania
$494K +$3.95K +92 +0.8%

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.