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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
FHA
1326
Flagship Harbor Advisors
Massachusetts
$627K +$8.72K +163 +1%
ET
1327
Equitable Trust
Tennessee
$621K +$197K +3,680 +40%
FLI
1328
Family Legacy Inc
South Carolina
$620K
LA
1329
Lakeside Advisors
Washington
$618K -$8.03K -150 -1%
HWAM
1330
Hennion & Walsh Asset Management
New Jersey
$617K +$682K +12,738 New
FMWA
1331
Forvis Mazars Wealth Advisors
Missouri
$612K +$154K +2,871 +29%
PWM
1332
Purus Wealth Management
California
$611K +$3.21K +60 +0.5%
AI
1333
AXS Investments
New York
$611K +$144K +2,694 +27%
JIC
1334
Johnson Investment Counsel
Ohio
$610K +$56.4K +1,053 +9%
MAA
1335
Mraz Amerine & Associates
California
$609K -$12.6K -236 -2%
WPW
1336
Waldron Private Wealth
Pennsylvania
$609K +$96.9K +1,810 +17%
DG
1337
DMC Group
Alabama
$608K -$52.6K -982 -7%
EWA
1338
EverSource Wealth Advisors
Alabama
$605K -$5.46K -102 -0.8%
HMS
1339
Hanseatic Management Services
New Mexico
$604K +$26.9K +503 +4%
BHBT
1340
Burke & Herbert Bank & Trust
Virginia
$603K -$44.6K -834 -6%
CA
1341
Continuum Advisory
Idaho
$599K +$735K +13,737 New
SAMC
1342
Spectrum Asset Management (California)
California
$598K -$43.6K -814 -6%
LWM
1343
Liberty Wealth Management
California
$597K +$1.82K +34 +0.3%
MS
1344
Maven Securities
Jersey
$596K +$153K +2,850 +30%
BOPW
1345
Brandywine Oak Private Wealth
Pennsylvania
$596K +$659K +12,315 New
ISB
1346
Iowa State Bank
Iowa
$595K
OPCM
1347
Osborne Partners Capital Management
California
$594K -$32.6K -609 -5%
PIA
1348
Perennial Investment Advisors
California
$594K -$10.4K -195 -2%
GLA
1349
Good Life Advisors
Pennsylvania
$594K -$5.14K -96 -0.8%
JCM
1350
Jacobi Capital Management
Pennsylvania
$593K +$75K +1,401 +13%

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.