We are live on ! Find out more
WFC icon

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
STA
1251
Summit Trail Advisors
New York
$713K +$409K +7,638 +108%
PCA
1252
Personal Capital Advisors
California
$712K -$130K -2,433 -14%
BWP
1253
Baldwin Wealth Partners
Massachusetts
$712K +$268K +5,000 +52%
CNC
1254
Canandaigua National Corp
New York
$711K +$82.9K +1,548 +12%
OWM
1255
OneAscent Wealth Management
Alabama
$708K +$782K +14,607 New
FCA
1256
FinTrust Capital Advisors
South Carolina
$706K +$522K +9,748 +202%
PCM
1257
Prelude Capital Management
New York
$696K -$1.08M -20,269 -59%
LA
1258
LexAurum Advisors
Kansas
$696K +$428 +8 +0.1%
GI
1259
Gradient Investments
Minnesota
$695K -$92.5K -1,728 -11%
SN
1260
Sittner & Nelson
Oregon
$695K
QPWM
1261
Quadrant Private Wealth Management
Pennsylvania
$694K +$62.8K +1,174 +9%
GA
1262
GoalVest Advisory
New York
$693K +$765K +14,294 New
EFS
1263
Econ Financial Services
Pennsylvania
$692K -$184K -3,446 -19%
CPA
1264
Cardiff Park Advisors
California
$692K -$8.67K -162 -1%
FIM
1265
Freedom Investment Management
Connecticut
$691K -$1.62M -30,195 -68%
NWM
1266
Northwest Wealth Management
Iowa
$690K +$23.4K +438 +3%
MCM
1267
MV Capital Management
Maryland
$690K +$31.2K +583 +4%
TCM
1268
Triumph Capital Management
Colorado
$688K -$340K -6,361 -31%
KA
1269
Kovack Advisors
Florida
$688K -$98.4K -1,839 -11%
WIC
1270
Woodmont Investment Counsel
Tennessee
$687K -$39.9K -746 -5%
SFO
1271
Stokes Family Office
Louisiana
$686K +$14.2K +266 +2%
HSA
1272
HBK Sorce Advisory
Pennsylvania
$685K -$14.8K -277 -2%
HWMA
1273
Heritage Wealth Management (Arizona)
Arizona
$685K +$756K +14,132 New
SB
1274
Sunflower Bank
Texas
$684K -$14.8K -277 -2%
TC
1275
Titleist Capital
Texas
$683K +$22.2K +415 +3%

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.