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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
CCFM
1301
Clear Creek Financial Management
Washington
$454K -$19.9K -464 -4%
CFA
1302
Cahill Financial Advisors
Minnesota
$454K +$115K +2,683 +31%
BTW
1303
Boston Trust Walden
Massachusetts
$453K +$239K +5,552 +97%
BCM
1304
BTR Capital Management
California
$452K
ATFA
1305
All Terrain Financial Advisors
Minnesota
$450K +$62.5K +1,455 +15%
BOH
1306
Bank of Hawaii
Hawaii
$450K +$208K +4,849 +76%
SF
1307
Summit Financial
New Jersey
$450K +$153K +3,554 +47%
FWP
1308
FAS Wealth Partners
Kansas
$449K +$3.14K +73 +0.7%
9WM
1309
9258 Wealth Management
Ohio
$449K +$6.4K +149 +1%
NAS
1310
Nicolet Advisory Services
Wisconsin
$446K +$18.1K +422 +4%
VAM
1311
Vontobel Asset Management
New York
$445K -$3.39K -79 -0.7%
CA
1312
Claro Advisors
Massachusetts
$445K
FDS
1313
First Dallas Securities
Texas
$445K +$8.59K +200 +2%
WAP
1314
Wealthcare Advisory Partners
Pennsylvania
$444K +$19.6K +456 +4%
RCM
1315
Radnor Capital Management
Pennsylvania
$443K
WP
1316
WealthSpring Partners
California
$442K +$472K +10,982 New
PTP
1317
Platform Technology Partners
New York
$441K +$30.1K +700 +7%
PCM
1318
Pointe Capital Management
Michigan
$439K -$4.42K -103 -0.9%
MAM
1319
McCarthy Asset Management
California
$439K +$129 +3 +0%
PWMG
1320
Pinnacle Wealth Management Group
Michigan
$438K -$43K -1,000 -8%
PAM
1321
Premier Asset Management
Illinois
$438K +$468K +10,883 New
GIA
1322
Gladstone Institutional Advisory
Florida
$434K -$270K -6,289 -37%
KFGK
1323
Keystone Financial Group (Kentucky)
Kentucky
$434K +$9.88K +230 +2%
MA
1324
MCF Advisors
Kentucky
$434K +$76.8K +1,787 +20%
HT
1325
HighTower Trust
Texas
$430K -$129K -2,995 -22%

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.