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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
PCA
1326
Providence Capital Advisors
North Carolina
$429K -$4.3K -100 -0.9%
CC
1327
Cannell & Co
New York
$428K
HTI
1328
Hikari Tsushin Inc
Japan
$428K
SNBOSD
1329
Security National Bank of So Dak
Iowa
$427K
WA
1330
Waverly Advisors
Alabama
$425K -$207K -4,825 -31%
JWA
1331
JFS Wealth Advisors
Pennsylvania
$424K -$89.4K -2,080 -16%
MWM
1332
Modera Wealth Management
New Jersey
$422K -$42.9K -998 -9%
WTA
1333
Washington Trust Advisors
Massachusetts
$422K +$12.5K +290 +3%
MSE
1334
MUFG Securities EMEA
United Kingdom
$420K -$238K -5,540 -35%
HIA
1335
Harbor Investment Advisory
Maryland
$419K -$8.38K -195 -2%
AIM
1336
Athena Investment Management
California
$418K +$6.44K +150 +1%
CBA
1337
Coastal Bridge Advisors
Connecticut
$417K -$7.09K -165 -2%
EFG
1338
Everhart Financial Group
Ohio
$417K +$213K +4,965 +92%
HI
1339
Hudock Inc
Pennsylvania
$415K -$64.7K -1,506 -13%
FNA
1340
First National Advisers
Nebraska
$415K +$124K +2,890 +39%
WBC
1341
West Branch Capital
Massachusetts
$414K -$27.9K -649 -6%
SIM
1342
SSI Investment Management
California
$414K +$1.07K +25 +0.2%
VA
1343
Valmark Advisers
Ohio
$413K +$16.8K +391 +4%
SC
1344
Steph & Co
Wisconsin
$412K
HWA
1345
HCR Wealth Advisors
California
$411K -$2.32K -54 -0.5%
B
1346
Bailard
California
$409K -$339K -7,892 -44%
FFMBT
1347
First Farmers & Merchants Bank Trust
Tennessee
$409K
PAIM
1348
Punch & Associates Investment Management
Minnesota
$409K
CFO
1349
Colony Family Offices
North Carolina
$409K +$601 +14 +0.1%
EI
1350
Ethic Inc
New York
$409K +$124K +2,875 +39%

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.