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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
MCM
1301
Monument Capital Management
Virginia
$659K -$54.7K -1,022 -7%
FAM
1302
Fulcrum Asset Management
United Kingdom
$659K
RWA
1303
RGT Wealth Advisors
Texas
$658K +$1.71K +32 +0.2%
CG
1304
Corundum Group
Colorado
$655K +$724K +13,520 New
PWA
1305
Providence Wealth Advisors
Illinois
$654K +$24.1K +450 +3%
SSWM
1306
Sheets Smith Wealth Management
North Carolina
$653K -$21K -393 -3%
GWMI
1307
Guardian Wealth Management (Illinois)
Illinois
$651K -$4.76K -89 -0.7%
AWM
1308
Axxcess Wealth Management
California
$649K +$311K +5,813 +77%
JSW
1309
Journey Strategic Wealth
New Jersey
$646K -$46K -859 -6%
KC
1310
Knuff & Co
California
$645K -$358K -6,696 -33%
GFP
1311
Gryphon Financial Partners
Ohio
$645K -$26.6K -497 -4%
MWM
1312
Madison Wealth Management
Ohio
$643K +$3.69K +69 +0.5%
BIC
1313
Beach Investment Counsel
Pennsylvania
$642K
FRM
1314
Fox Run Management
Connecticut
$642K +$321K +5,996 +83%
BC
1315
Bridgefront Capital
Texas
$642K +$403K +7,527 +132%
WG
1316
Welch Group
Alabama
$639K +$41.8K +781 +6%
WAM
1317
Weatherly Asset Management
California
$638K -$10.7K -200 -1%
VWA
1318
V Wealth Advisors
Kansas
$636K +$419K +7,838 +148%
GS
1319
Gagnon Securities
New York
$633K
WDL
1320
Well Done LLC
Michigan
$633K
DWM
1321
Drive Wealth Management
Utah
$633K +$83.5K +1,560 +14%
BIP
1322
Blueprint Investment Partners
North Carolina
$633K +$93.5K +1,747 +15%
LGA
1323
Lebenthal Global Advisors
New York
$633K +$214K +4,001 +44%
CFGS
1324
Concourse Financial Group Securities
Alabama
$632K -$423K -7,906 -38%
AG
1325
Ascent Group
Virginia
$627K +$8.4K +157 +1%

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.