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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
AWAP
1351
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$592K +$106K +1,983 +19%
BCAM
1352
Boston Common Asset Management
Massachusetts
$591K -$97K -1,812 -13%
Loomis, Sayles & Company
1353
Loomis, Sayles & Company
Massachusetts
$589K -$400K -7,476 -38%
TIM
1354
Total Investment Management
Arizona
$588K +$535 +10 +0.1%
HCP
1355
Hexagon Capital Partners
Arkansas
$584K -$3.05K -57 -0.5%
PWW
1356
Pettyjohn Wood & White
Virginia
$583K +$2.19K +41 +0.3%
CCG
1357
Ceeto Capital Group
Florida
$582K +$375K +7,000 +140%
DBIA
1358
Dumont & Blake Investment Advisors
New Jersey
$580K -$696 -13 -0.1%
PWMG
1359
Pinnacle Wealth Management Group
Michigan
$577K
CWM
1360
Cornerstone Wealth Management
Missouri
$574K -$43.1K -805 -6%
PCI
1361
Pacifica Capital Investments
Texas
$574K
SAM
1362
Summit Asset Management
Tennessee
$574K
AMIM
1363
Aull & Monroe Investment Management
Alabama
$573K +$16.1K +300 +3%
MBT
1364
Montecito Bank & Trust
California
$572K
ECG
1365
Edge Capital Group
Georgia
$572K +$5.03K +94 +0.8%
HI
1366
Hudock Inc
Pennsylvania
$569K +$749 +14 +0.1%
MIP
1367
Marietta Investment Partners
Wisconsin
$567K
GSC
1368
G&S Capital
Colorado
$566K
IFWM
1369
Institute for Wealth Management
Colorado
$565K +$161K +3,005 +35%
DLA
1370
Douglas Lane & Associates
New York
$563K +$40K +748 +7%
EA
1371
Eclectic Associates
California
$562K +$78.5K +1,467 +14%
SOW
1372
State of Wyoming
Wyoming
$561K +$99.7K +1,863 +19%
S
1373
Surevest
California
$560K
CA
1374
Claro Advisors
Massachusetts
$559K
HFM
1375
Harvest Fund Management
China
$559K

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.